CBUI.DE vs. ACLT.DE
CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) and ACLT.DE (AXA IM ACT Climate Equity UCITS ETF USD Acc) are both Global Equities funds - CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select while ACLT.DE tracks the AXA IM ACT Climate Equity. Both are passively managed. Over the past 3 years, CBUI.DE returned 21.76%/yr vs 16.81%/yr for ACLT.DE. Their correlation of 0.84 suggests significant overlap in exposure. CBUI.DE charges 0.30%/yr vs 0.70%/yr for ACLT.DE.
Performance
CBUI.DE vs. ACLT.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUI.DE achieves a 19.79% return, which is significantly higher than ACLT.DE's 18.77% return.
CBUI.DE
- 1D
- -0.44%
- 1M
- 9.16%
- YTD
- 19.79%
- 6M
- 22.32%
- 1Y
- 43.83%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
ACLT.DE
- 1D
- 1.96%
- 1M
- 9.10%
- YTD
- 18.77%
- 6M
- 20.01%
- 1Y
- 31.99%
- 3Y*
- 16.81%
- 5Y*
- —
- 10Y*
- —
CBUI.DE vs. ACLT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 19.79% | 20.98% | 13.82% | 15.94% | 4.25% |
ACLT.DE AXA IM ACT Climate Equity UCITS ETF USD Acc | 18.77% | 8.42% | 19.92% | 14.36% | 10.19% |
Correlation
The correlation between CBUI.DE and ACLT.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.84 |
The correlation between CBUI.DE and ACLT.DE has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
CBUI.DE vs. ACLT.DE — Risk / Return Rank
CBUI.DE
ACLT.DE
CBUI.DE vs. ACLT.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) and AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.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.
| CBUI.DE | ACLT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.48 | ||
| Sortino ratioReturn per unit of downside risk | +1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.43 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 6.88 | 3.05 | +3.83 |
| Martin ratioReturn relative to average drawdown | 26.24 | 11.61 | +14.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBUI.DE | ACLT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.39 | 1.90 | +1.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 1.18 | -0.13 |
Drawdowns
CBUI.DE vs. ACLT.DE - Drawdown Comparison
The maximum CBUI.DE drawdown since its inception was -19.48%, smaller than the maximum ACLT.DE drawdown of -20.54%. Use the drawdown chart below to compare losses from any high point for CBUI.DE and ACLT.DE.
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Drawdown Indicators
| CBUI.DE | ACLT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -20.54% | +1.06% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -11.07% | +4.73% |
Max Drawdown (3Y)Largest decline over 3 years | -19.48% | -20.54% | +1.06% |
Current DrawdownCurrent decline from peak | -0.44% | 0.00% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -3.17% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.91% | -1.24% |
Volatility
CBUI.DE vs. ACLT.DE - Volatility Comparison
The current volatility for iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) is 3.86%, while AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE) has a volatility of 4.53%. This indicates that CBUI.DE experiences smaller price fluctuations and is considered to be less risky than ACLT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUI.DE | ACLT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 4.53% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 15.32% | -5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.94% | 17.74% | -4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 16.77% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 16.77% | -2.56% |
CBUI.DE vs. ACLT.DE - Expense Ratio Comparison
CBUI.DE has a 0.30% expense ratio, which is lower than ACLT.DE's 0.70% expense ratio.
Dividends
CBUI.DE vs. ACLT.DE - Dividend Comparison
Neither CBUI.DE nor ACLT.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUI.DE and ACLT.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUI.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUI.DE is cheaper with a 0.30% expense ratio, compared with 0.70% for ACLT.DE.
CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select, while ACLT.DE tracks AXA IM ACT Climate Equity. They also come from different issuers: iShares and AXA IM. Their fees differ too: 0.30% for CBUI.DE and 0.70% for ACLT.DE.
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