CBUF.DE vs. ZTS
Compare and contrast key facts about iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) and Zoetis Inc. (ZTS).
CBUF.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. It was launched on Oct 17, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBUF.DE or ZTS.
Key characteristics
| CBUF.DE | ZTS | |
|---|---|---|
| YTD Return | 7.28% | -9.52% |
| 1Y Return | 12.70% | 4.65% |
| 3Y Return (Ann) | 5.15% | -6.25% |
| 5Y Return (Ann) | 9.49% | 9.28% |
| Sharpe Ratio | 1.23 | 0.18 |
| Sortino Ratio | 1.77 | 0.42 |
| Omega Ratio | 1.22 | 1.05 |
| Calmar Ratio | 1.49 | 0.11 |
| Martin Ratio | 4.70 | 0.43 |
| Ulcer Index | 2.69% | 10.55% |
| Daily Std Dev | 10.32% | 25.22% |
| Max Drawdown | -25.94% | -46.52% |
| Current Drawdown | -4.13% | -26.52% |
Correlation
The correlation between CBUF.DE and ZTS is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CBUF.DE vs. ZTS - Performance Comparison
In the year-to-date period, CBUF.DE achieves a 7.28% return, which is significantly higher than ZTS's -9.52% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CBUF.DE vs. ZTS - Risk-Adjusted Performance 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 Zoetis Inc. (ZTS). 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.
Dividends
CBUF.DE vs. ZTS - Dividend Comparison
CBUF.DE's dividend yield for the trailing twelve months is around 0.97%, less than ZTS's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 0.97% | 1.16% | 1.09% | 1.05% | 1.27% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZTS Zoetis Inc. | 0.98% | 0.76% | 0.89% | 0.41% | 0.48% | 0.50% | 0.59% | 0.58% | 0.71% | 0.69% | 0.67% | 0.60% |
Drawdowns
CBUF.DE vs. ZTS - Drawdown Comparison
The maximum CBUF.DE drawdown since its inception was -25.94%, smaller than the maximum ZTS drawdown of -46.52%. Use the drawdown chart below to compare losses from any high point for CBUF.DE and ZTS. For additional features, visit the drawdowns tool.
Volatility
CBUF.DE vs. ZTS - Volatility Comparison
The current volatility for iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) is 2.76%, while Zoetis Inc. (ZTS) has a volatility of 8.35%. This indicates that CBUF.DE experiences smaller price fluctuations and is considered to be less risky than ZTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.