CBUK.DE vs. IS3R.DE
CBUK.DE (iShares MSCI China Tech UCITS ETF USD Acc) and IS3R.DE (iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)) are both exchange-traded funds - CBUK.DE is a Technology Equities fund tracking the MSCI China Technology Sub-Industries ESG Screened Select Capped, while IS3R.DE is a Momentum fund tracking the MSCI World Momentum Index. Both are passively managed. Over the past 3 years, CBUK.DE returned 13.37%/yr vs 26.05%/yr for IS3R.DE. At a 0.25 correlation, their price movements are largely independent. CBUK.DE charges 0.45%/yr vs 0.25%/yr for IS3R.DE.
Performance
CBUK.DE vs. IS3R.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUK.DE achieves a 2.62% return, which is significantly lower than IS3R.DE's 22.51% return.
CBUK.DE
- 1D
- -0.11%
- 1M
- 4.25%
- YTD
- 2.62%
- 6M
- 0.39%
- 1Y
- 20.86%
- 3Y*
- 13.37%
- 5Y*
- —
- 10Y*
- —
IS3R.DE
- 1D
- -1.01%
- 1M
- 6.72%
- YTD
- 22.51%
- 6M
- 23.47%
- 1Y
- 31.36%
- 3Y*
- 26.05%
- 5Y*
- 14.66%
- 10Y*
- 15.31%
CBUK.DE vs. IS3R.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUK.DE iShares MSCI China Tech UCITS ETF USD Acc | 2.62% | 21.05% | 18.05% | -9.04% | -1.49% |
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 22.51% | 8.37% | 37.95% | 8.09% | -9.24% |
Correlation
The correlation between CBUK.DE and IS3R.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2022 | 0.25 |
The correlation between CBUK.DE and IS3R.DE shifts across timeframes, from 0.25 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CBUK.DE vs. IS3R.DE — Risk / Return Rank
CBUK.DE
IS3R.DE
CBUK.DE vs. IS3R.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China Tech UCITS ETF USD Acc (CBUK.DE) and iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.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.
| CBUK.DE | IS3R.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.34 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 3.48 | -2.56 |
| Martin ratioReturn relative to average drawdown | 1.88 | 13.30 | -11.41 |
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
| CBUK.DE | IS3R.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.84 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.84 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.85 | -0.64 |
Drawdowns
CBUK.DE vs. IS3R.DE - Drawdown Comparison
The maximum CBUK.DE drawdown since its inception was -37.29%, which is greater than IS3R.DE's maximum drawdown of -30.77%. Use the drawdown chart below to compare losses from any high point for CBUK.DE and IS3R.DE.
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Drawdown Indicators
| CBUK.DE | IS3R.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.29% | -30.77% | -6.52% |
Max Drawdown (1Y)Largest decline over 1 year | -23.99% | -9.01% | -14.98% |
Max Drawdown (3Y)Largest decline over 3 years | -28.54% | -23.57% | -4.97% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.77% | — |
Current DrawdownCurrent decline from peak | -11.37% | -1.01% | -10.36% |
Average DrawdownAverage peak-to-trough decline | -16.27% | -5.67% | -10.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.77% | 2.36% | +9.41% |
Volatility
CBUK.DE vs. IS3R.DE - Volatility Comparison
iShares MSCI China Tech UCITS ETF USD Acc (CBUK.DE) has a higher volatility of 8.51% compared to iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) at 5.96%. This indicates that CBUK.DE's price experiences larger fluctuations and is considered to be riskier than IS3R.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUK.DE | IS3R.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 5.96% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 14.33% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.47% | 17.01% | +6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.52% | 17.32% | +14.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.52% | 17.23% | +14.29% |
CBUK.DE vs. IS3R.DE - Expense Ratio Comparison
CBUK.DE has a 0.45% expense ratio, which is higher than IS3R.DE's 0.25% expense ratio.
Dividends
CBUK.DE vs. IS3R.DE - Dividend Comparison
Neither CBUK.DE nor IS3R.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUK.DE and IS3R.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3R.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3R.DE is cheaper with a 0.25% expense ratio, compared with 0.45% for CBUK.DE.
CBUK.DE is categorized as Technology Equities, while IS3R.DE is Momentum. CBUK.DE tracks MSCI China Technology Sub-Industries ESG Screened Select Capped, while IS3R.DE tracks MSCI World Momentum Index. Their fees differ too: 0.45% for CBUK.DE and 0.25% for IS3R.DE.
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