CBUF.DE vs. ISPA.DE
CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) 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 ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, CBUF.DE returned 4.66%/yr vs 11.00%/yr for ISPA.DE. At a 0.48 correlation, their price movements are largely independent. CBUF.DE charges 0.18%/yr vs 0.46%/yr for ISPA.DE.
Performance
CBUF.DE vs. ISPA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUF.DE achieves a -2.22% return, which is significantly lower than ISPA.DE's 13.48% 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*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
CBUF.DE vs. ISPA.DE - 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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 3.53% |
Correlation
The correlation between CBUF.DE and ISPA.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.48 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CBUF.DE vs. ISPA.DE — Risk / Return Rank
CBUF.DE
ISPA.DE
CBUF.DE vs. ISPA.DE - 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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| CBUF.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.83 | ||
| Sortino ratioReturn per unit of downside risk | -3.79 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.62 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 8.10 | -7.42 |
| Martin ratioReturn relative to average drawdown | 1.56 | 28.73 | -27.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| CBUF.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 3.35 | -2.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.91 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.68 | -0.24 |
Drawdowns
CBUF.DE vs. ISPA.DE - Drawdown Comparison
The maximum CBUF.DE drawdown since its inception was -25.94%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for CBUF.DE and ISPA.DE.
Loading charts...
Drawdown Indicators
| CBUF.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.94% | -38.91% | +12.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -3.63% | -7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -21.76% | -15.10% | -6.66% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -15.10% | -6.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -9.66% | -1.09% | -8.57% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -4.46% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 1.03% | +3.71% |
Volatility
CBUF.DE vs. ISPA.DE - 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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that CBUF.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUF.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 2.62% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 6.51% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 8.77% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 12.00% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.36% | 14.79% | +0.57% |
CBUF.DE vs. ISPA.DE - Expense Ratio Comparison
CBUF.DE has a 0.18% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
CBUF.DE vs. ISPA.DE - Dividend Comparison
CBUF.DE's dividend yield for the trailing twelve months is around 1.08%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
CBUF.DE and ISPA.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUF.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUF.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for ISPA.DE.
CBUF.DE is categorized as Health & Biotech Equities, while ISPA.DE is Global Equities. CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.18% for CBUF.DE and 0.46% for ISPA.DE.
Find the right allocation for CBUF.DE and ISPA.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer