CBUH.DE vs. ACWI
CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) and ACWI (iShares MSCI ACWI ETF) are both exchange-traded funds - CBUH.DE is a Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select, while ACWI is a Global Equities fund tracking the MSCI All Country World Index. Both are passively managed. Over the past 3 years, CBUH.DE returned 23.58%/yr vs 18.29%/yr for ACWI. A 0.56 correlation means they provide meaningful diversification when combined. CBUH.DE charges 0.30%/yr vs 0.32%/yr for ACWI.
Performance
CBUH.DE vs. ACWI - Performance Comparison
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Different Trading Currencies
CBUH.DE is traded in EUR, while ACWI is traded in USD. To make them comparable, the ACWI values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CBUH.DE achieves a 25.61% return, which is significantly higher than ACWI's 13.46% return.
CBUH.DE
- 1D
- -1.64%
- 1M
- 3.30%
- YTD
- 25.61%
- 6M
- 25.83%
- 1Y
- 37.86%
- 3Y*
- 23.58%
- 5Y*
- —
- 10Y*
- —
ACWI
- 1D
- -1.55%
- 1M
- 1.64%
- YTD
- 13.46%
- 6M
- 13.14%
- 1Y
- 27.85%
- 3Y*
- 18.29%
- 5Y*
- 11.80%
- 10Y*
- 12.83%
CBUH.DE vs. ACWI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 25.61% | 7.89% | 28.81% | 13.46% | -16.89% | 1.62% |
ACWI iShares MSCI ACWI ETF | 13.46% | 7.89% | 25.20% | 18.61% | -13.33% | 4.02% |
Correlation
The correlation between CBUH.DE and ACWI is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.56 |
The correlation between CBUH.DE and ACWI has been stable across timeframes, ranging from 0.56 to 0.62 - a consistent structural relationship.
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Return for Risk
CBUH.DE vs. ACWI — Risk / Return Rank
CBUH.DE
ACWI
CBUH.DE vs. ACWI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) and iShares MSCI ACWI ETF (ACWI). 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.
| CBUH.DE | ACWI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.41 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.96 | 3.93 | +0.03 |
| Martin ratioReturn relative to average drawdown | 16.42 | 16.20 | +0.21 |
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Drawdowns
CBUH.DE vs. ACWI - Drawdown Comparison
The maximum CBUH.DE drawdown since its inception was -22.65%, smaller than the maximum ACWI drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for CBUH.DE and ACWI.
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Drawdown Indicators
| CBUH.DE | ACWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.65% | -45.79% | +23.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -7.11% | -2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -22.65% | -20.51% | -2.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.80% | — |
Current DrawdownCurrent decline from peak | -1.64% | -1.55% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -6.41% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 1.72% | +0.58% |
Volatility
CBUH.DE vs. ACWI - Volatility Comparison
iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) has a higher volatility of 4.90% compared to iShares MSCI ACWI ETF (ACWI) at 4.66%. This indicates that CBUH.DE's price experiences larger fluctuations and is considered to be riskier than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUH.DE | ACWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 4.66% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 10.08% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.54% | 12.84% | +3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 15.22% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 16.98% | +0.06% |
CBUH.DE vs. ACWI - Expense Ratio Comparison
CBUH.DE has a 0.30% expense ratio, which is lower than ACWI's 0.32% expense ratio.
Dividends
CBUH.DE vs. ACWI - Dividend Comparison
CBUH.DE has not paid dividends to shareholders, while ACWI's dividend yield for the trailing twelve months is around 1.45%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI iShares MSCI ACWI ETF | 1.45% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUH.DE and ACWI have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUH.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUH.DE is cheaper with a 0.30% expense ratio, compared with 0.32% for ACWI.
CBUH.DE is categorized as Momentum, while ACWI is Global Equities. CBUH.DE tracks MSCI World Momentum ESG Reduced Carbon Target Select, while ACWI tracks MSCI All Country World Index. Their fees differ too: 0.30% for CBUH.DE and 0.32% for ACWI.
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