CBUF.DE vs. XDG3.DE
CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) and XDG3.DE (Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C) are both Health & Biotech Equities funds - CBUF.DE tracks the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped while XDG3.DE tracks the MSCI ACWI IMI SDG 3 Good Health and Well-being Select. Both are passively managed. Over the past 3 years, CBUF.DE returned 0.62%/yr vs 1.94%/yr for XDG3.DE. Their correlation of 0.88 suggests significant overlap in exposure. CBUF.DE charges 0.18%/yr vs 0.35%/yr for XDG3.DE.
Performance
CBUF.DE vs. XDG3.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUF.DE achieves a -2.22% return, which is significantly higher than XDG3.DE's -6.02% 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*
- —
XDG3.DE
- 1D
- 2.88%
- 1M
- 3.23%
- YTD
- -6.02%
- 6M
- -6.40%
- 1Y
- 2.34%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
CBUF.DE vs. XDG3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | -2.22% | 2.56% | 0.75% | 2.18% |
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | -6.02% | 1.47% | 9.58% | 2.52% |
Correlation
The correlation between CBUF.DE and XDG3.DE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.88 |
The correlation between CBUF.DE and XDG3.DE has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.
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. XDG3.DE — Risk / Return Rank
CBUF.DE
XDG3.DE
CBUF.DE vs. XDG3.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 Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.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 | XDG3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.17 | +0.50 |
| Martin ratioReturn relative to average drawdown | 1.56 | 0.44 | +1.12 |
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 | XDG3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.16 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.16 | +0.28 |
Drawdowns
CBUF.DE vs. XDG3.DE - Drawdown Comparison
The maximum CBUF.DE drawdown since its inception was -25.94%, which is greater than XDG3.DE's maximum drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for CBUF.DE and XDG3.DE.
Loading charts...
Drawdown Indicators
| CBUF.DE | XDG3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.94% | -20.49% | -5.45% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -13.31% | +2.44% |
Max Drawdown (3Y)Largest decline over 3 years | -21.76% | -20.49% | -1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | — | — |
Current DrawdownCurrent decline from peak | -9.66% | -11.91% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -5.57% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 5.29% | -0.55% |
Volatility
CBUF.DE vs. XDG3.DE - Volatility Comparison
iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) and Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) have volatilities of 4.98% and 4.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUF.DE | XDG3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.95% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 10.56% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 14.57% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 13.31% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.36% | 13.31% | +2.05% |
CBUF.DE vs. XDG3.DE - Expense Ratio Comparison
CBUF.DE has a 0.18% expense ratio, which is lower than XDG3.DE's 0.35% expense ratio.
Dividends
CBUF.DE vs. XDG3.DE - Dividend Comparison
CBUF.DE's dividend yield for the trailing twelve months is around 1.08%, while XDG3.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% |
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, CBUF.DE and XDG3.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.35% for XDG3.DE.
CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped, while XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.18% for CBUF.DE and 0.35% for XDG3.DE.
Find the right allocation for CBUF.DE and XDG3.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