CBUI.DE vs. UETW.DE
CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) and UETW.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Acc) are both Global Equities funds - CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select while UETW.DE tracks the MSCI World. Both are passively managed. Over the past 3 years, CBUI.DE returned 21.76%/yr vs 17.68%/yr for UETW.DE. Their correlation of 0.89 suggests significant overlap in exposure. CBUI.DE charges 0.30%/yr vs 0.10%/yr for UETW.DE.
Performance
CBUI.DE vs. UETW.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 UETW.DE's 10.95% return.
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
UETW.DE
- 1D
- -0.01%
- 1M
- 4.88%
- YTD
- 10.95%
- 6M
- 11.42%
- 1Y
- 23.88%
- 3Y*
- 17.68%
- 5Y*
- 12.87%
- 10Y*
- —
CBUI.DE vs. UETW.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% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Acc | 10.95% | 8.06% | 26.50% | 19.68% | -13.72% | 4.55% |
Correlation
The correlation between CBUI.DE and UETW.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 Nov 1, 2021 | 0.89 |
The correlation between CBUI.DE and UETW.DE has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
CBUI.DE vs. UETW.DE — Risk / Return Rank
CBUI.DE
UETW.DE
CBUI.DE vs. UETW.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.40 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 6.92 | 3.67 | +3.25 |
| Martin ratioReturn relative to average drawdown | 26.41 | 14.61 | +11.81 |
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 | UETW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.41 | 2.17 | +1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.91 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.85 | +0.21 |
Drawdowns
CBUI.DE vs. UETW.DE - Drawdown Comparison
The maximum CBUI.DE drawdown since its inception was -19.48%, smaller than the maximum UETW.DE drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for CBUI.DE and UETW.DE.
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Drawdown Indicators
| CBUI.DE | UETW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -33.72% | +14.24% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -6.47% | +0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -19.48% | -21.30% | +1.82% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.30% | — |
Current DrawdownCurrent decline from peak | -0.22% | -0.30% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -4.63% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 1.63% | +0.04% |
Volatility
CBUI.DE vs. UETW.DE - Volatility Comparison
iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a higher volatility of 3.73% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.DE) at 2.60%. This indicates that CBUI.DE's price experiences larger fluctuations and is considered to be riskier than UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 2.60% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 7.63% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.88% | 10.97% | +1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 14.03% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 16.11% | -1.90% |
CBUI.DE vs. UETW.DE - Expense Ratio Comparison
CBUI.DE has a 0.30% expense ratio, which is higher than UETW.DE's 0.10% expense ratio.
Dividends
CBUI.DE vs. UETW.DE - Dividend Comparison
Neither CBUI.DE nor UETW.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUI.DE and UETW.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, UETW.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UETW.DE is cheaper with a 0.10% expense ratio, compared with 0.30% for CBUI.DE.
CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select, while UETW.DE tracks MSCI World. They also come from different issuers: iShares and UBS. Their fees differ too: 0.30% for CBUI.DE and 0.10% for UETW.DE.
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