CBUI.DE vs. CSY9.DE
CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) and CSY9.DE (CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD) are both Global Equities funds - CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select while CSY9.DE tracks the MSCI World ESG Leaders Minimum Volatility. Both are passively managed. Over the past 3 years, CBUI.DE returned 21.76%/yr vs 6.65%/yr for CSY9.DE. A 0.64 correlation means they provide meaningful diversification when combined. CBUI.DE charges 0.30%/yr vs 0.25%/yr for CSY9.DE.
Performance
CBUI.DE vs. CSY9.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUI.DE achieves a 20.05% return, which is significantly higher than CSY9.DE's 3.19% return.
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
CSY9.DE
- 1D
- 0.16%
- 1M
- 2.99%
- YTD
- 3.19%
- 6M
- 3.34%
- 1Y
- 3.09%
- 3Y*
- 6.65%
- 5Y*
- 6.22%
- 10Y*
- —
CBUI.DE vs. CSY9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -6.30% | 6.27% |
CSY9.DE CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD | 3.19% | -0.67% | 16.05% | 5.76% | -5.25% | 4.83% |
Correlation
The correlation between CBUI.DE and CSY9.DE is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.64 |
The correlation between CBUI.DE and CSY9.DE shifts across timeframes, from 0.51 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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
CBUI.DE vs. CSY9.DE — Risk / Return Rank
CBUI.DE
CSY9.DE
CBUI.DE vs. CSY9.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 CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.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 | CSY9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.03 | ||
| Sortino ratioReturn per unit of downside risk | +4.16 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.07 | +0.53 |
| Calmar ratioReturn relative to maximum drawdown | 6.92 | 0.69 | +6.24 |
| Martin ratioReturn relative to average drawdown | 26.41 | 1.54 | +24.87 |
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
| CBUI.DE | CSY9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.41 | 0.38 | +3.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.61 | +0.45 |
Drawdowns
CBUI.DE vs. CSY9.DE - Drawdown Comparison
The maximum CBUI.DE drawdown since its inception was -19.48%, which is greater than CSY9.DE's maximum drawdown of -13.92%. Use the drawdown chart below to compare losses from any high point for CBUI.DE and CSY9.DE.
Loading charts...
Drawdown Indicators
| CBUI.DE | CSY9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -13.92% | -5.56% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -4.48% | -1.86% |
Max Drawdown (3Y)Largest decline over 3 years | -19.48% | -13.92% | -5.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.92% | — |
Current DrawdownCurrent decline from peak | -0.22% | -2.72% | +2.50% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -3.70% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.00% | -0.33% |
Volatility
CBUI.DE vs. CSY9.DE - Volatility Comparison
iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a higher volatility of 3.73% compared to CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) at 2.09%. This indicates that CBUI.DE's price experiences larger fluctuations and is considered to be riskier than CSY9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUI.DE | CSY9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 2.09% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 5.48% | +4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.88% | 8.07% | +4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 12.03% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 11.91% | +2.30% |
CBUI.DE vs. CSY9.DE - Expense Ratio Comparison
CBUI.DE has a 0.30% expense ratio, which is higher than CSY9.DE's 0.25% expense ratio.
Dividends
CBUI.DE vs. CSY9.DE - Dividend Comparison
Neither CBUI.DE nor CSY9.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUI.DE and CSY9.DE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSY9.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY9.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for CBUI.DE.
CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select, while CSY9.DE tracks MSCI World ESG Leaders Minimum Volatility. They also come from different issuers: iShares and Credit Suisse. Their fees differ too: 0.30% for CBUI.DE and 0.25% for CSY9.DE.
Find the right allocation for CBUI.DE and CSY9.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