CBUM.DE vs. 2B7C.DE
CBUM.DE (iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - CBUM.DE is a S&P 500 fund tracking the S&P 500 Scored & Screened Index (EUR Hedged), while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 3 years, CBUM.DE returned 17.72%/yr vs 19.26%/yr for 2B7C.DE. A 0.58 correlation means they provide meaningful diversification when combined. CBUM.DE charges 0.10%/yr vs 0.15%/yr for 2B7C.DE.
Performance
CBUM.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUM.DE achieves a 8.15% return, which is significantly lower than 2B7C.DE's 21.40% return.
CBUM.DE
- 1D
- 0.34%
- 1M
- 0.11%
- 6M
- 8.82%
- YTD
- 8.15%
- 1Y
- 20.50%
- 3Y*
- 17.72%
- 5Y*
- —
- 10Y*
- —
2B7C.DE
- 1D
- 0.51%
- 1M
- 6.88%
- 6M
- 21.08%
- YTD
- 21.40%
- 1Y
- 28.36%
- 3Y*
- 19.26%
- 5Y*
- 14.49%
- 10Y*
- —
CBUM.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUM.DE iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) | 8.15% | 15.88% | 21.99% | 25.11% | -8.40% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.40% | 6.93% | 23.74% | 13.77% | -0.40% |
Correlation
The correlation between CBUM.DE and 2B7C.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2022 | 0.58 |
The correlation between CBUM.DE and 2B7C.DE has been stable across timeframes, ranging from 0.54 to 0.58 - a consistent structural relationship.
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Return for Risk
CBUM.DE vs. 2B7C.DE — Risk / Return Rank
CBUM.DE
2B7C.DE
CBUM.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| CBUM.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.33 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 3.17 | -0.91 |
| Martin ratioReturn relative to average drawdown | 9.58 | 10.37 | -0.78 |
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Drawdowns
CBUM.DE vs. 2B7C.DE - Drawdown Comparison
The maximum CBUM.DE drawdown since its inception was -19.25%, smaller than the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for CBUM.DE and 2B7C.DE.
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Drawdown Indicators
| CBUM.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.25% | -41.31% | +22.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -8.89% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -22.67% | +3.42% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.67% | — |
Current DrawdownCurrent decline from peak | -1.13% | -0.73% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -5.81% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.73% | -0.60% |
Volatility
CBUM.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.DE) is 4.03%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 4.66%. This indicates that CBUM.DE experiences smaller price fluctuations and is considered to be less risky than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUM.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 4.66% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 11.50% | -2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 14.96% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 16.84% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 20.22% | -5.21% |
CBUM.DE vs. 2B7C.DE - Expense Ratio Comparison
CBUM.DE has a 0.10% expense ratio, which is lower than 2B7C.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
CBUM.DE vs. 2B7C.DE - Dividend Comparison
Neither CBUM.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUM.DE and 2B7C.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUM.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUM.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for 2B7C.DE.
CBUM.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. CBUM.DE tracks S&P 500 Scored & Screened Index (EUR Hedged), while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. Their fees differ too: 0.10% for CBUM.DE and 0.15% for 2B7C.DE.
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