CBUI.DE vs. SPP2.DE
Compare and contrast key facts about iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) and SPDR MSCI ACWI UCITS ETF USD Hedged Acc (SPP2.DE).
CBUI.DE and SPP2.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CBUI.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Value ESG Reduced Carbon Target Select. It was launched on Oct 29, 2021. SPP2.DE is a passively managed fund by State Street that tracks the performance of the MSCI ACWI (USD Hedged). It was launched on Oct 21, 2020. Both CBUI.DE and SPP2.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CBUI.DE vs. SPP2.DE - Performance Comparison
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CBUI.DE vs. SPP2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 2.84% | 20.98% | 13.82% | 15.94% | -6.30% | 6.27% |
SPP2.DE SPDR MSCI ACWI UCITS ETF USD Hedged Acc | 0.06% | 7.39% | 27.67% | 19.17% | -11.61% | 4.68% |
Different Trading Currencies
CBUI.DE is traded in EUR, while SPP2.DE is traded in USD. To make them comparable, the SPP2.DE values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CBUI.DE achieves a 2.84% return, which is significantly higher than SPP2.DE's 0.06% return.
CBUI.DE
- 1D
- 2.74%
- 1M
- -2.81%
- YTD
- 2.84%
- 6M
- 11.78%
- 1Y
- 22.92%
- 3Y*
- 16.83%
- 5Y*
- —
- 10Y*
- —
SPP2.DE
- 1D
- 2.70%
- 1M
- -2.75%
- YTD
- 0.06%
- 6M
- 4.14%
- 1Y
- 13.45%
- 3Y*
- 15.59%
- 5Y*
- 11.26%
- 10Y*
- —
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CBUI.DE vs. SPP2.DE - Expense Ratio Comparison
CBUI.DE has a 0.30% expense ratio, which is lower than SPP2.DE's 0.45% expense ratio.
Return for Risk
CBUI.DE vs. SPP2.DE — Risk / Return Rank
CBUI.DE
SPP2.DE
CBUI.DE vs. SPP2.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 SPDR MSCI ACWI UCITS ETF USD Hedged Acc (SPP2.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 | SPP2.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.82 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.17 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.66 | +0.78 |
Martin ratioReturn relative to average drawdown | 11.20 | 6.49 | +4.71 |
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 | SPP2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.82 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.94 | -0.12 |
Correlation
The correlation between CBUI.DE and SPP2.DE is 0.84, 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.
Dividends
CBUI.DE vs. SPP2.DE - Dividend Comparison
Neither CBUI.DE nor SPP2.DE has paid dividends to shareholders.
Drawdowns
CBUI.DE vs. SPP2.DE - Drawdown Comparison
The maximum CBUI.DE drawdown since its inception was -19.48%, smaller than the maximum SPP2.DE drawdown of -21.23%. Use the drawdown chart below to compare losses from any high point for CBUI.DE and SPP2.DE.
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Drawdown Indicators
| CBUI.DE | SPP2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -22.60% | +3.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -12.08% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.60% | — |
Current DrawdownCurrent decline from peak | -3.58% | -5.10% | +1.52% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -4.62% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.08% | +0.06% |
Volatility
CBUI.DE vs. SPP2.DE - Volatility Comparison
iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) and SPDR MSCI ACWI UCITS ETF USD Hedged Acc (SPP2.DE) have volatilities of 5.33% and 5.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUI.DE | SPP2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 5.56% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 9.35% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 16.45% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.23% | 14.60% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.23% | 14.60% | -0.37% |