CBUF.DE vs. SC0T.DE
CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) and SC0T.DE (Invesco European Health Care Sector UCITS ETF) are both Health & Biotech Equities funds - CBUF.DE tracks the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped while SC0T.DE tracks the STOXX® Europe 600 Optimised Health Care. Both are passively managed. Over the past 5 years, CBUF.DE returned 4.66%/yr vs 4.81%/yr for SC0T.DE. A 0.76 correlation means they provide meaningful diversification when combined. CBUF.DE charges 0.18%/yr vs 0.20%/yr for SC0T.DE.
Performance
CBUF.DE vs. SC0T.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUF.DE achieves a -2.22% return, which is significantly higher than SC0T.DE's -3.57% 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*
- —
SC0T.DE
- 1D
- 2.93%
- 1M
- 1.37%
- YTD
- -3.57%
- 6M
- -2.27%
- 1Y
- 3.14%
- 3Y*
- 2.80%
- 5Y*
- 4.81%
- 10Y*
- 5.80%
CBUF.DE vs. SC0T.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% |
SC0T.DE Invesco European Health Care Sector UCITS ETF | -3.57% | 8.45% | 6.96% | 5.35% | -7.56% | 25.20% | -1.18% | 9.98% |
Correlation
The correlation between CBUF.DE and SC0T.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.76 |
The correlation between CBUF.DE and SC0T.DE has been stable across timeframes, ranging from 0.70 to 0.76 - a consistent structural relationship.
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Return for Risk
CBUF.DE vs. SC0T.DE — Risk / Return Rank
CBUF.DE
SC0T.DE
CBUF.DE vs. SC0T.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 Invesco European Health Care Sector UCITS ETF (SC0T.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 | SC0T.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.05 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.24 | +0.43 |
| Martin ratioReturn relative to average drawdown | 1.56 | 0.56 | +1.00 |
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 | SC0T.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.20 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.32 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.63 | -0.19 |
Drawdowns
CBUF.DE vs. SC0T.DE - Drawdown Comparison
The maximum CBUF.DE drawdown since its inception was -25.94%, roughly equal to the maximum SC0T.DE drawdown of -26.52%. Use the drawdown chart below to compare losses from any high point for CBUF.DE and SC0T.DE.
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Drawdown Indicators
| CBUF.DE | SC0T.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.94% | -26.52% | +0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -12.87% | +2.00% |
Max Drawdown (3Y)Largest decline over 3 years | -21.76% | -21.67% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -21.67% | -0.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.52% | — |
Current DrawdownCurrent decline from peak | -9.66% | -9.59% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -6.03% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 5.58% | -0.84% |
Volatility
CBUF.DE vs. SC0T.DE - Volatility Comparison
The current volatility for iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) is 4.98%, while Invesco European Health Care Sector UCITS ETF (SC0T.DE) has a volatility of 5.31%. This indicates that CBUF.DE experiences smaller price fluctuations and is considered to be less risky than SC0T.DE 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 | SC0T.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.31% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 11.43% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 15.98% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 14.84% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.36% | 15.39% | -0.03% |
CBUF.DE vs. SC0T.DE - Expense Ratio Comparison
CBUF.DE has a 0.18% expense ratio, which is lower than SC0T.DE's 0.20% expense ratio. Despite the difference, 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. SC0T.DE - Dividend Comparison
CBUF.DE's dividend yield for the trailing twelve months is around 1.08%, while SC0T.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
SC0T.DE Invesco European Health Care Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUF.DE and SC0T.DE have a correlation of 0.75, 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 0.20% for SC0T.DE.
CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped, while SC0T.DE tracks STOXX® Europe 600 Optimised Health Care. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.18% for CBUF.DE and 0.20% for SC0T.DE.
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