CBU2.DE vs. QDVE.DE
CBU2.DE (iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - CBU2.DE is a Total Bond Market fund tracking the Bloomberg MSCI Euro Aggregate Sustainable and Green Bond SRI Index, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 3 years, CBU2.DE returned 3.16%/yr vs 28.01%/yr for QDVE.DE. At a 0.01 correlation, their price movements are largely independent.
Performance
CBU2.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBU2.DE achieves a 1.10% return, which is significantly lower than QDVE.DE's 19.14% return.
CBU2.DE
- 1D
- -0.18%
- 1M
- 0.73%
- 6M
- 1.10%
- YTD
- 1.10%
- 1Y
- 1.10%
- 3Y*
- 3.16%
- 5Y*
- —
- 10Y*
- —
QDVE.DE
- 1D
- 0.35%
- 1M
- -6.14%
- 6M
- 19.97%
- YTD
- 19.14%
- 1Y
- 36.05%
- 3Y*
- 28.01%
- 5Y*
- 22.04%
- 10Y*
- 25.61%
CBU2.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CBU2.DE iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc) | 1.10% | 0.93% | 2.28% | 7.33% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 19.14% | 10.01% | 46.09% | 32.21% |
Correlation
The correlation between CBU2.DE and QDVE.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2023 | 0.01 |
The correlation between CBU2.DE and QDVE.DE shifts across timeframes, from 0.01 (all time) to 0.16 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CBU2.DE vs. QDVE.DE — Risk / Return Rank
CBU2.DE
QDVE.DE
CBU2.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc) (CBU2.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CBU2.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.28 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 2.30 | -1.94 |
| Martin ratioReturn relative to average drawdown | 0.93 | 5.80 | -4.87 |
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Drawdowns
CBU2.DE vs. QDVE.DE - Drawdown Comparison
The maximum CBU2.DE drawdown since its inception was -3.29%, smaller than the maximum QDVE.DE drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for CBU2.DE and QDVE.DE.
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Drawdown Indicators
| CBU2.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.29% | -31.40% | +28.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -15.60% | +12.54% |
Max Drawdown (3Y)Largest decline over 3 years | -3.29% | -29.81% | +26.52% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.81% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.40% | — |
Current DrawdownCurrent decline from peak | -0.90% | -6.91% | +6.01% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -5.80% | +4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 6.20% | -5.02% |
Volatility
CBU2.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc) (CBU2.DE) is 0.90%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.99%. This indicates that CBU2.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBU2.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.90% | 7.99% | -7.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.43% | 15.87% | -12.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.07% | 21.50% | -17.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.86% | 22.89% | -18.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 21.80% | -16.94% |
Dividends
CBU2.DE vs. QDVE.DE - Dividend Comparison
Neither CBU2.DE nor QDVE.DE has paid dividends to shareholders.
Frequently Asked Questions
CBU2.DE and QDVE.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBU2.DE is categorized as Total Bond Market, while QDVE.DE is Technology Equities. CBU2.DE tracks Bloomberg MSCI Euro Aggregate Sustainable and Green Bond SRI Index, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index.
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