CBUH.DE vs. QDVD.DE
CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) and QDVD.DE (iShares MSCI USA Quality Dividend Advanced UCITS ETF) are both exchange-traded funds - CBUH.DE is a Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select, while QDVD.DE is a ESG fund tracking the MSCI USA High Dividend Yield ESG Reduced Carbon Target Select Index. Both are passively managed. Over the past 3 years, CBUH.DE returned 22.30%/yr vs 16.63%/yr for QDVD.DE. A 0.74 correlation means they provide meaningful diversification when combined. CBUH.DE charges 0.30%/yr vs 0.35%/yr for QDVD.DE.
Performance
CBUH.DE vs. QDVD.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUH.DE achieves a 22.41% return, which is significantly higher than QDVD.DE's 15.54% return.
CBUH.DE
- 1D
- -0.51%
- 1M
- 4.74%
- YTD
- 22.41%
- 6M
- 23.42%
- 1Y
- 31.87%
- 3Y*
- 22.30%
- 5Y*
- —
- 10Y*
- —
QDVD.DE
- 1D
- -0.46%
- 1M
- 7.80%
- YTD
- 15.54%
- 6M
- 15.45%
- 1Y
- 28.51%
- 3Y*
- 16.63%
- 5Y*
- 13.23%
- 10Y*
- 11.60%
CBUH.DE vs. QDVD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 22.41% | 7.97% | 28.91% | 13.46% | -17.00% | 0.41% |
QDVD.DE iShares MSCI USA Quality Dividend Advanced UCITS ETF | 15.54% | 4.42% | 22.09% | 10.74% | -0.99% | 8.06% |
Correlation
The correlation between CBUH.DE and QDVD.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.74 |
The correlation between CBUH.DE and QDVD.DE has been stable across timeframes, ranging from 0.68 to 0.74 - 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
CBUH.DE vs. QDVD.DE — Risk / Return Rank
CBUH.DE
QDVD.DE
CBUH.DE vs. QDVD.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 MSCI USA Quality Dividend Advanced UCITS ETF (QDVD.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.
| CBUH.DE | QDVD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.47 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 5.86 | -2.49 |
| Martin ratioReturn relative to average drawdown | 13.99 | 20.16 | -6.17 |
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
| CBUH.DE | QDVD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 2.55 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.94 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.82 | -0.18 |
Drawdowns
CBUH.DE vs. QDVD.DE - Drawdown Comparison
The maximum CBUH.DE drawdown since its inception was -22.61%, smaller than the maximum QDVD.DE drawdown of -32.58%. Use the drawdown chart below to compare losses from any high point for CBUH.DE and QDVD.DE.
Loading charts...
Drawdown Indicators
| CBUH.DE | QDVD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.61% | -32.58% | +9.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -4.84% | -4.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.61% | -21.55% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.55% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.58% | — |
Current DrawdownCurrent decline from peak | -0.51% | -0.46% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -8.55% | -4.62% | -3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.41% | +0.86% |
Volatility
CBUH.DE vs. QDVD.DE - Volatility Comparison
iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) has a higher volatility of 4.80% compared to iShares MSCI USA Quality Dividend Advanced UCITS ETF (QDVD.DE) at 3.57%. This indicates that CBUH.DE's price experiences larger fluctuations and is considered to be riskier than QDVD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUH.DE | QDVD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 3.57% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 13.32% | 7.47% | +5.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 11.11% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 13.86% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 14.80% | +2.11% |
CBUH.DE vs. QDVD.DE - Expense Ratio Comparison
CBUH.DE has a 0.30% expense ratio, which is lower than QDVD.DE's 0.35% expense ratio.
Dividends
CBUH.DE vs. QDVD.DE - Dividend Comparison
CBUH.DE has not paid dividends to shareholders, while QDVD.DE's dividend yield for the trailing twelve months is around 1.75%.
| 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% |
QDVD.DE iShares MSCI USA Quality Dividend Advanced UCITS ETF | 1.75% | 1.96% | 2.02% | 2.21% | 2.43% | 2.35% | 3.07% | 2.63% | 2.80% | 2.58% | 2.44% | 2.68% |
Frequently Asked Questions
CBUH.DE and QDVD.DE have a correlation of 0.68, 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 0.35% for QDVD.DE.
CBUH.DE is categorized as Momentum, while QDVD.DE is ESG. CBUH.DE tracks MSCI World Momentum ESG Reduced Carbon Target Select, while QDVD.DE tracks MSCI USA High Dividend Yield ESG Reduced Carbon Target Select Index. Their fees differ too: 0.30% for CBUH.DE and 0.35% for QDVD.DE.
Find the right allocation for CBUH.DE and QDVD.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