CBUH.DE vs. VEQT.TO
Compare and contrast key facts about iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) and Vanguard All-Equity ETF Portfolio (VEQT.TO).
CBUH.DE and VEQT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CBUH.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Momentum ESG Reduced Carbon Target Select. It was launched on Oct 27, 2021. VEQT.TO is an actively managed fund by Vanguard. It was launched on Jan 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBUH.DE or VEQT.TO.
Key characteristics
| CBUH.DE | VEQT.TO | |
|---|---|---|
| YTD Return | 20.55% | 11.15% |
| 1Y Return | 32.45% | 21.93% |
| Sharpe Ratio | 2.50 | 2.30 |
| Daily Std Dev | 12.18% | 9.08% |
| Max Drawdown | -16.19% | -30.45% |
| Current Drawdown | -0.82% | 0.00% |
Correlation
The correlation between CBUH.DE and VEQT.TO is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CBUH.DE vs. VEQT.TO - Performance Comparison
In the year-to-date period, CBUH.DE achieves a 20.55% return, which is significantly higher than VEQT.TO's 11.15% 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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CBUH.DE vs. VEQT.TO - Expense Ratio Comparison
CBUH.DE has a 0.30% expense ratio, which is higher than VEQT.TO's 0.24% expense ratio.
Risk-Adjusted Performance
CBUH.DE vs. VEQT.TO - Risk-Adjusted Performance 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 Vanguard All-Equity ETF Portfolio (VEQT.TO). 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
CBUH.DE vs. VEQT.TO - Dividend Comparison
CBUH.DE has not paid dividends to shareholders, while VEQT.TO's dividend yield for the trailing twelve months is around 1.69%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEQT.TO Vanguard All-Equity ETF Portfolio | 1.69% | 1.88% | 2.09% | 1.40% | 1.48% | 1.42% |
Drawdowns
CBUH.DE vs. VEQT.TO - Drawdown Comparison
The maximum CBUH.DE drawdown since its inception was -16.19%, smaller than the maximum VEQT.TO drawdown of -30.45%. Use the drawdown chart below to compare losses from any high point for CBUH.DE and VEQT.TO. For additional features, visit the drawdowns tool.
Volatility
CBUH.DE vs. VEQT.TO - Volatility Comparison
iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) has a higher volatility of 4.81% compared to Vanguard All-Equity ETF Portfolio (VEQT.TO) at 3.01%. This indicates that CBUH.DE's price experiences larger fluctuations and is considered to be riskier than VEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.