CBUI.DE vs. MVEW.DE
CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) and MVEW.DE (iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)) are both Global Equities funds from iShares - CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select while MVEW.DE tracks the MSCI ACWI NR USD. Both are passively managed. Over the past 3 years, CBUI.DE returned 21.76%/yr vs 6.53%/yr for MVEW.DE. A 0.68 correlation means they provide meaningful diversification when combined. Both charge a 0.30% expense ratio.
Performance
CBUI.DE vs. MVEW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUI.DE achieves a 20.05% return, which is significantly higher than MVEW.DE's 1.17% return.
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
MVEW.DE
- 1D
- 0.07%
- 1M
- 1.79%
- YTD
- 1.17%
- 6M
- 1.16%
- 1Y
- 0.46%
- 3Y*
- 6.53%
- 5Y*
- 6.47%
- 10Y*
- —
CBUI.DE vs. MVEW.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% |
MVEW.DE iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) | 1.17% | -0.99% | 17.25% | 6.27% | -5.98% | 6.06% |
Correlation
The correlation between CBUI.DE and MVEW.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.68 |
Over the past year, the correlation between CBUI.DE and MVEW.DE has dropped to 0.39 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
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Return for Risk
CBUI.DE vs. MVEW.DE — Risk / Return Rank
CBUI.DE
MVEW.DE
CBUI.DE vs. MVEW.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 iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.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 | MVEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.35 | ||
| Sortino ratioReturn per unit of downside risk | +4.60 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.02 | +0.58 |
| Calmar ratioReturn relative to maximum drawdown | 6.92 | 0.10 | +6.82 |
| Martin ratioReturn relative to average drawdown | 26.41 | 0.20 | +26.21 |
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 | MVEW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.41 | 0.06 | +3.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.63 | +0.42 |
Drawdowns
CBUI.DE vs. MVEW.DE - Drawdown Comparison
The maximum CBUI.DE drawdown since its inception was -19.48%, which is greater than MVEW.DE's maximum drawdown of -13.19%. Use the drawdown chart below to compare losses from any high point for CBUI.DE and MVEW.DE.
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Drawdown Indicators
| CBUI.DE | MVEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -13.19% | -6.29% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -4.68% | -1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -19.48% | -13.19% | -6.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.19% | — |
Current DrawdownCurrent decline from peak | -0.22% | -5.75% | +5.53% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -3.83% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.27% | -0.60% |
Volatility
CBUI.DE vs. MVEW.DE - Volatility Comparison
iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a higher volatility of 3.73% compared to iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.DE) at 2.58%. This indicates that CBUI.DE's price experiences larger fluctuations and is considered to be riskier than MVEW.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 | MVEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 2.58% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 5.42% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.88% | 7.97% | +4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 10.25% | +3.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 10.82% | +3.39% |
CBUI.DE vs. MVEW.DE - Expense Ratio Comparison
Both CBUI.DE and MVEW.DE have an expense ratio of 0.30%.
Dividends
CBUI.DE vs. MVEW.DE - Dividend Comparison
Neither CBUI.DE nor MVEW.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUI.DE and MVEW.DE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
CBUI.DE and MVEW.DE have the same expense ratio: 0.30% per year.
CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select, while MVEW.DE tracks MSCI ACWI NR USD.
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