CBUF.DE vs. SXR8.DE
CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) 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 SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, CBUF.DE returned 4.66%/yr vs 14.77%/yr for SXR8.DE. A 0.66 correlation means they provide meaningful diversification when combined. CBUF.DE charges 0.18%/yr vs 0.07%/yr for SXR8.DE.
Performance
CBUF.DE vs. SXR8.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 lower than SXR8.DE's 11.37% 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*
- —
SXR8.DE
- 1D
- -0.15%
- 1M
- 4.36%
- YTD
- 11.37%
- 6M
- 10.83%
- 1Y
- 25.54%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.95%
CBUF.DE vs. SXR8.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% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 11.37% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 7.49% |
Correlation
The correlation between CBUF.DE and SXR8.DE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.66 |
Over the past year, the correlation between CBUF.DE and SXR8.DE has dropped to 0.32 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
CBUF.DE vs. SXR8.DE — Risk / Return Rank
CBUF.DE
SXR8.DE
CBUF.DE vs. SXR8.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 Core S&P 500 UCITS ETF USD (Acc) (SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.41 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 3.58 | -2.90 |
| Martin ratioReturn relative to average drawdown | 1.56 | 12.71 | -11.15 |
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 | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 2.21 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.96 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.79 | -0.35 |
Drawdowns
CBUF.DE vs. SXR8.DE - Drawdown Comparison
The maximum CBUF.DE drawdown since its inception was -25.94%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for CBUF.DE and SXR8.DE.
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Drawdown Indicators
| CBUF.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.94% | -33.78% | +7.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -7.13% | -3.74% |
Max Drawdown (3Y)Largest decline over 3 years | -21.76% | -23.32% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -23.32% | +1.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.78% | — |
Current DrawdownCurrent decline from peak | -9.66% | -0.45% | -9.21% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -5.17% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 2.01% | +2.73% |
Volatility
CBUF.DE vs. SXR8.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 Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.65%. This indicates that CBUF.DE's price experiences larger fluctuations and is considered to be riskier than SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 2.65% | +2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 7.57% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 11.56% | +2.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 15.16% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.36% | 16.09% | -0.73% |
CBUF.DE vs. SXR8.DE - Expense Ratio Comparison
CBUF.DE has a 0.18% expense ratio, which is higher than SXR8.DE's 0.07% 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. SXR8.DE - Dividend Comparison
CBUF.DE's dividend yield for the trailing twelve months is around 1.08%, while SXR8.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% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUF.DE and SXR8.DE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.18% for CBUF.DE.
CBUF.DE is categorized as Health & Biotech Equities, while SXR8.DE is S&P 500. CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.18% for CBUF.DE and 0.07% for SXR8.DE.
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