CBUI.DE vs. VOOM.DE
CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) and VOOM.DE (Lyxor Global Gender Equality (DR) UCITS ETF - Acc) are both Global Equities funds - CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select while VOOM.DE tracks the Solactive Equileap Global Gender Equality. Both are passively managed. Over the past 3 years, CBUI.DE returned 22.51%/yr vs 13.53%/yr for VOOM.DE. A 0.79 correlation means they provide meaningful diversification when combined. CBUI.DE charges 0.30%/yr vs 0.20%/yr for VOOM.DE.
Performance
CBUI.DE vs. VOOM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUI.DE achieves a 21.14% return, which is significantly higher than VOOM.DE's 8.02% return.
CBUI.DE
- 1D
- 0.61%
- 1M
- 2.34%
- YTD
- 21.14%
- 6M
- 22.03%
- 1Y
- 45.53%
- 3Y*
- 22.51%
- 5Y*
- —
- 10Y*
- —
VOOM.DE
- 1D
- 0.34%
- 1M
- 3.17%
- YTD
- 8.02%
- 6M
- 8.55%
- 1Y
- 20.20%
- 3Y*
- 13.53%
- 5Y*
- 7.61%
- 10Y*
- —
CBUI.DE vs. VOOM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 21.14% | 20.99% | 13.86% | 15.81% | -6.11% | 7.26% |
VOOM.DE Lyxor Global Gender Equality (DR) UCITS ETF - Acc | 8.02% | 9.44% | 13.91% | 13.10% | -10.98% | 2.88% |
Correlation
The correlation between CBUI.DE and VOOM.DE is 0.57, 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 | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.79 |
Over the past year, the correlation between CBUI.DE and VOOM.DE has dropped to 0.57 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
CBUI.DE vs. VOOM.DE — Risk / Return Rank
CBUI.DE
VOOM.DE
CBUI.DE vs. VOOM.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 Lyxor Global Gender Equality (DR) UCITS ETF - Acc (VOOM.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CBUI.DE | VOOM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.80 | ||
| Sortino ratioReturn per unit of downside risk | +2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.61 | 1.28 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 7.20 | 3.07 | +4.13 |
| Martin ratioReturn relative to average drawdown | 27.62 | 10.55 | +17.07 |
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Drawdowns
CBUI.DE vs. VOOM.DE - Drawdown Comparison
The maximum CBUI.DE drawdown since its inception was -19.51%, smaller than the maximum VOOM.DE drawdown of -36.77%. Use the drawdown chart below to compare losses from any high point for CBUI.DE and VOOM.DE.
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Drawdown Indicators
| CBUI.DE | VOOM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.51% | -36.77% | +17.26% |
Max Drawdown (1Y)Largest decline over 1 year | -6.29% | -6.56% | +0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -18.07% | -1.44% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.07% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.19% | -5.83% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 1.91% | -0.27% |
Volatility
CBUI.DE vs. VOOM.DE - Volatility Comparison
iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a higher volatility of 3.22% compared to Lyxor Global Gender Equality (DR) UCITS ETF - Acc (VOOM.DE) at 2.77%. This indicates that CBUI.DE's price experiences larger fluctuations and is considered to be riskier than VOOM.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 | VOOM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 2.77% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 7.42% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 12.20% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 13.83% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.19% | 15.81% | -1.62% |
CBUI.DE vs. VOOM.DE - Expense Ratio Comparison
CBUI.DE has a 0.30% expense ratio, which is higher than VOOM.DE's 0.20% expense ratio.
Dividends
CBUI.DE vs. VOOM.DE - Dividend Comparison
Neither CBUI.DE nor VOOM.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUI.DE and VOOM.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VOOM.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VOOM.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for CBUI.DE.
CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select, while VOOM.DE tracks Solactive Equileap Global Gender Equality. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.30% for CBUI.DE and 0.20% for VOOM.DE.
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