CBUC.DE vs. QDVE.DE
CBUC.DE (iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - CBUC.DE is a Large Cap Blend Equities fund tracking the MSCI USA ESG Enhanced Focus CTB Index (EUR Hedged), 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 5 years, CBUC.DE returned 8.29%/yr vs 22.04%/yr for QDVE.DE. A 0.75 correlation means they provide meaningful diversification when combined.
Performance
CBUC.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUC.DE achieves a 6.79% return, which is significantly lower than QDVE.DE's 19.14% return.
CBUC.DE
- 1D
- -0.26%
- 1M
- -1.31%
- 6M
- 7.70%
- YTD
- 6.79%
- 1Y
- 15.98%
- 3Y*
- 16.38%
- 5Y*
- 8.29%
- 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%
CBUC.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUC.DE iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) | 6.79% | 13.30% | 21.88% | 22.78% | -24.86% | 10.56% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 19.14% | 10.01% | 46.09% | 54.17% | -25.82% | 27.68% |
Correlation
The correlation between CBUC.DE and QDVE.DE is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2021 | 0.75 |
Over the past year, the correlation between CBUC.DE and QDVE.DE has dropped to 0.51 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
CBUC.DE vs. QDVE.DE — Risk / Return Rank
CBUC.DE
QDVE.DE
CBUC.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.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.
| CBUC.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.30 | -0.70 |
| Martin ratioReturn relative to average drawdown | 6.23 | 5.80 | +0.43 |
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Drawdowns
CBUC.DE vs. QDVE.DE - Drawdown Comparison
The maximum CBUC.DE drawdown since its inception was -29.01%, smaller than the maximum QDVE.DE drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for CBUC.DE and QDVE.DE.
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Drawdown Indicators
| CBUC.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.01% | -31.40% | +2.39% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -15.60% | +5.63% |
Max Drawdown (3Y)Largest decline over 3 years | -19.41% | -29.81% | +10.40% |
Max Drawdown (5Y)Largest decline over 5 years | -29.01% | -29.81% | +0.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.40% | — |
Current DrawdownCurrent decline from peak | -1.31% | -6.91% | +5.60% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -5.80% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 6.20% | -3.64% |
Volatility
CBUC.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.DE) is 4.78%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.99%. This indicates that CBUC.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
| CBUC.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 7.99% | -3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 15.87% | -5.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.55% | 21.50% | -7.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 22.89% | -5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 21.80% | -4.90% |
Dividends
CBUC.DE vs. QDVE.DE - Dividend Comparison
Neither CBUC.DE nor QDVE.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUC.DE and QDVE.DE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBUC.DE is categorized as Large Cap Blend Equities, while QDVE.DE is Technology Equities. CBUC.DE tracks MSCI USA ESG Enhanced Focus CTB Index (EUR Hedged), while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index.
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