CBUF.DE vs. WELP.DE
CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) and WELP.DE (HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF) are both Health & Biotech Equities funds - CBUF.DE tracks the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped while WELP.DE tracks the MSCI World/Energy NR USD. Both are passively managed. Over the past 3 years, CBUF.DE returned 3.30%/yr vs 12.49%/yr for WELP.DE. At a 0.19 correlation, their price movements are largely independent. CBUF.DE charges 0.18%/yr vs 0.59%/yr for WELP.DE.
Performance
CBUF.DE vs. WELP.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUF.DE achieves a 2.82% return, which is significantly lower than WELP.DE's 25.35% return.
CBUF.DE
- 1D
- 1.49%
- 1M
- 6.48%
- YTD
- 2.82%
- 6M
- 3.28%
- 1Y
- 15.40%
- 3Y*
- 3.30%
- 5Y*
- 4.66%
- 10Y*
- —
WELP.DE
- 1D
- 0.00%
- 1M
- -7.19%
- YTD
- 25.35%
- 6M
- 26.72%
- 1Y
- 34.31%
- 3Y*
- 12.49%
- 5Y*
- —
- 10Y*
- —
CBUF.DE vs. WELP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 2.82% | 2.50% | 0.82% | 0.27% | 5.46% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 25.35% | -1.54% | 7.90% | 0.25% | 5.34% |
Correlation
The correlation between CBUF.DE and WELP.DE is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.19 |
The correlation between CBUF.DE and WELP.DE shifts across timeframes, from 0.01 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
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. WELP.DE — Risk / Return Rank
CBUF.DE
WELP.DE
CBUF.DE vs. WELP.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 HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.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.
| CBUF.DE | WELP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.80 | -1.37 |
| Martin ratioReturn relative to average drawdown | 3.50 | 8.57 | -5.07 |
Loading charts...
Drawdowns
CBUF.DE vs. WELP.DE - Drawdown Comparison
The maximum CBUF.DE drawdown since its inception was -25.79%, which is greater than WELP.DE's maximum drawdown of -23.55%. Use the drawdown chart below to compare losses from any high point for CBUF.DE and WELP.DE.
Loading charts...
Drawdown Indicators
| CBUF.DE | WELP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.79% | -23.55% | -2.24% |
Max Drawdown (1Y)Largest decline over 1 year | -10.72% | -12.22% | +1.50% |
Max Drawdown (3Y)Largest decline over 3 years | -21.80% | -23.55% | +1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -21.80% | — | — |
Current DrawdownCurrent decline from peak | -4.99% | -11.07% | +6.08% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -7.79% | +2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 3.99% | +0.40% |
Volatility
CBUF.DE vs. WELP.DE - Volatility Comparison
The current volatility for iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) is 5.11%, while HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.DE) has a volatility of 6.59%. This indicates that CBUF.DE experiences smaller price fluctuations and is considered to be less risky than WELP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUF.DE | WELP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 6.59% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 16.90% | -6.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.56% | 19.54% | -4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.70% | 20.07% | -6.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.41% | 20.07% | -4.66% |
CBUF.DE vs. WELP.DE - Expense Ratio Comparison
CBUF.DE has a 0.18% expense ratio, which is lower than WELP.DE's 0.59% expense ratio.
Dividends
CBUF.DE vs. WELP.DE - Dividend Comparison
CBUF.DE's dividend yield for the trailing twelve months is around 1.27%, less than WELP.DE's 3.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 1.27% | 1.06% | 1.02% | 1.16% | 1.09% | 1.04% | 1.26% | 0.10% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 3.05% | 3.78% | 3.64% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUF.DE and WELP.DE have a correlation of 0.01, 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 0.59% for WELP.DE.
CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped, while WELP.DE tracks MSCI World/Energy NR USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.18% for CBUF.DE and 0.59% for WELP.DE.
Find the right allocation for CBUF.DE and WELP.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