CBUF.DE vs. IBDT
CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) and IBDT (iShares iBonds Dec 2028 Term Corporate ETF) are both exchange-traded funds - CBUF.DE is a Health & Biotech Equities fund tracking the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped, while IBDT is a Corporate Bonds fund tracking the Bloomberg December 2028 Maturity Corporate Index. Both are passively managed. Over the past 5 years, CBUF.DE returned 4.66%/yr vs 2.36%/yr for IBDT. At a 0.17 correlation, their price movements are largely independent. CBUF.DE charges 0.18%/yr vs 0.10%/yr for IBDT.
Performance
CBUF.DE vs. IBDT - Performance Comparison
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Different Trading Currencies
CBUF.DE is traded in EUR, while IBDT is traded in USD. To make them comparable, the IBDT values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CBUF.DE achieves a -2.22% return, which is significantly lower than IBDT's 2.03% return.
CBUF.DE
- 1D
- 2.74%
- 1M
- 3.91%
- YTD
- -2.22%
- 6M
- -1.50%
- 1Y
- 7.40%
- 3Y*
- 0.62%
- 5Y*
- 4.66%
- 10Y*
- —
IBDT
- 1D
- -0.04%
- 1M
- 1.00%
- YTD
- 2.03%
- 6M
- 1.64%
- 1Y
- 2.73%
- 3Y*
- 2.77%
- 5Y*
- 2.36%
- 10Y*
- —
CBUF.DE vs. IBDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | -2.22% | 2.56% | 0.75% | 0.33% | 2.09% | 30.42% | 2.79% | 11.42% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 2.03% | -5.68% | 10.83% | 4.49% | -5.93% | 5.43% | 0.58% | 0.19% |
Correlation
The correlation between CBUF.DE and IBDT is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.17 |
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Return for Risk
CBUF.DE vs. IBDT — Risk / Return Rank
CBUF.DE
IBDT
CBUF.DE vs. IBDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) and iShares iBonds Dec 2028 Term Corporate ETF (IBDT). 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.
| CBUF.DE | IBDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.09 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.76 | -0.08 |
| Martin ratioReturn relative to average drawdown | 1.56 | 2.03 | -0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBUF.DE | IBDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.48 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.31 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.50 | -0.06 |
Drawdowns
CBUF.DE vs. IBDT - Drawdown Comparison
The maximum CBUF.DE drawdown since its inception was -25.94%, which is greater than IBDT's maximum drawdown of -15.50%. Use the drawdown chart below to compare losses from any high point for CBUF.DE and IBDT.
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Drawdown Indicators
| CBUF.DE | IBDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.94% | -15.50% | -10.44% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -3.63% | -7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -21.76% | -10.23% | -11.53% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -10.57% | -11.19% |
Current DrawdownCurrent decline from peak | -9.66% | -5.25% | -4.41% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -4.04% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 1.37% | +3.37% |
Volatility
CBUF.DE vs. IBDT - Volatility Comparison
iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) has a higher volatility of 4.98% compared to iShares iBonds Dec 2028 Term Corporate ETF (IBDT) at 1.02%. This indicates that CBUF.DE's price experiences larger fluctuations and is considered to be riskier than IBDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUF.DE | IBDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 1.02% | +3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 4.03% | +5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 5.75% | +8.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 7.55% | +6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.36% | 8.27% | +7.09% |
CBUF.DE vs. IBDT - Expense Ratio Comparison
CBUF.DE has a 0.18% expense ratio, which is higher than IBDT's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
CBUF.DE vs. IBDT - Dividend Comparison
CBUF.DE's dividend yield for the trailing twelve months is around 1.08%, less than IBDT's 4.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 1.08% | 1.06% | 1.02% | 1.16% | 1.09% | 1.05% | 1.27% | 0.10% | 0.00% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.54% | 4.56% | 4.67% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% |
Frequently Asked Questions
CBUF.DE and IBDT have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBDT is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBDT is cheaper with a 0.10% expense ratio, compared with 0.18% for CBUF.DE.
CBUF.DE is categorized as Health & Biotech Equities, while IBDT is Corporate Bonds. CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped, while IBDT tracks Bloomberg December 2028 Maturity Corporate Index. Their fees differ too: 0.18% for CBUF.DE and 0.10% for IBDT.
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