CBUH.DE vs. IQQI.DE
CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) and IQQI.DE (iShares Global Infrastructure UCITS ETF) are both exchange-traded funds - CBUH.DE is a Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select, while IQQI.DE is a Global Equities fund tracking the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 3 years, CBUH.DE returned 24.20%/yr vs 10.56%/yr for IQQI.DE. At a 0.39 correlation, their price movements are largely independent. CBUH.DE charges 0.30%/yr vs 0.65%/yr for IQQI.DE.
Performance
CBUH.DE vs. IQQI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUH.DE achieves a 26.83% return, which is significantly higher than IQQI.DE's 14.89% return.
CBUH.DE
- 1D
- 0.41%
- 1M
- 3.26%
- YTD
- 26.83%
- 6M
- 27.05%
- 1Y
- 37.88%
- 3Y*
- 24.20%
- 5Y*
- —
- 10Y*
- —
IQQI.DE
- 1D
- 0.32%
- 1M
- 1.20%
- YTD
- 14.89%
- 6M
- 15.89%
- 1Y
- 20.42%
- 3Y*
- 10.56%
- 5Y*
- 7.56%
- 10Y*
- 7.26%
CBUH.DE vs. IQQI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 26.83% | 7.89% | 28.81% | 13.46% | -16.89% | 1.62% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 14.89% | 0.56% | 14.53% | -3.18% | -0.38% | 5.95% |
Correlation
The correlation between CBUH.DE and IQQI.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.39 |
Over the past year, the correlation between CBUH.DE and IQQI.DE has dropped to 0.16 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
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Return for Risk
CBUH.DE vs. IQQI.DE — Risk / Return Rank
CBUH.DE
IQQI.DE
CBUH.DE vs. IQQI.DE - 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 Global Infrastructure UCITS ETF (IQQI.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.
| CBUH.DE | IQQI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.33 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.97 | 4.23 | -0.26 |
| Martin ratioReturn relative to average drawdown | 16.41 | 10.58 | +5.83 |
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Drawdowns
CBUH.DE vs. IQQI.DE - Drawdown Comparison
The maximum CBUH.DE drawdown since its inception was -22.65%, smaller than the maximum IQQI.DE drawdown of -42.24%. Use the drawdown chart below to compare losses from any high point for CBUH.DE and IQQI.DE.
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Drawdown Indicators
| CBUH.DE | IQQI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.65% | -42.24% | +19.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -4.81% | -4.70% |
Max Drawdown (3Y)Largest decline over 3 years | -22.65% | -14.75% | -7.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.82% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.16% | — |
Current DrawdownCurrent decline from peak | -0.68% | 0.00% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -11.11% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 1.92% | +0.38% |
Volatility
CBUH.DE vs. IQQI.DE - Volatility Comparison
iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) has a higher volatility of 4.81% compared to iShares Global Infrastructure UCITS ETF (IQQI.DE) at 4.41%. This indicates that CBUH.DE's price experiences larger fluctuations and is considered to be riskier than IQQI.DE 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 | IQQI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 4.41% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 8.95% | +4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 10.83% | +5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 12.77% | +4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 14.25% | +2.78% |
CBUH.DE vs. IQQI.DE - Expense Ratio Comparison
CBUH.DE has a 0.30% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.
Dividends
CBUH.DE vs. IQQI.DE - Dividend Comparison
CBUH.DE has not paid dividends to shareholders, while IQQI.DE's dividend yield for the trailing twelve months is around 2.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 2.01% | 2.30% | 2.29% | 2.42% | 2.13% | 1.85% | 2.25% | 2.05% | 2.30% | 2.76% | 2.63% | 3.15% |
Frequently Asked Questions
CBUH.DE and IQQI.DE have a correlation of 0.16, 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 0.65% for IQQI.DE.
CBUH.DE is categorized as Momentum, while IQQI.DE is Global Equities. CBUH.DE tracks MSCI World Momentum ESG Reduced Carbon Target Select, while IQQI.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.30% for CBUH.DE and 0.65% for IQQI.DE.
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