CBUM.DE vs. AW1C.DE
CBUM.DE (iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)) and AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) are both S&P 500 funds - CBUM.DE tracks the S&P 500 Scored & Screened Index (EUR Hedged) while AW1C.DE tracks the S&P 500® ESG Elite. Both are passively managed. Over the past 3 years, CBUM.DE returned 17.72%/yr vs 21.66%/yr for AW1C.DE. A 0.78 correlation means they provide meaningful diversification when combined. CBUM.DE charges 0.10%/yr vs 0.15%/yr for AW1C.DE.
Performance
CBUM.DE vs. AW1C.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 AW1C.DE's 24.29% return.
CBUM.DE
- 1D
- 0.34%
- 1M
- 0.11%
- 6M
- 8.82%
- YTD
- 8.15%
- 1Y
- 20.50%
- 3Y*
- 17.72%
- 5Y*
- —
- 10Y*
- —
AW1C.DE
- 1D
- 0.00%
- 1M
- 2.50%
- 6M
- 24.96%
- YTD
- 24.29%
- 1Y
- 40.36%
- 3Y*
- 21.66%
- 5Y*
- 15.27%
- 10Y*
- —
CBUM.DE vs. AW1C.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% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 24.29% | 6.94% | 24.89% | 24.93% | -9.39% |
Correlation
The correlation between CBUM.DE and AW1C.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2022 | 0.78 |
The correlation between CBUM.DE and AW1C.DE has been stable across timeframes, ranging from 0.73 to 0.78 - a consistent structural relationship.
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Return for Risk
CBUM.DE vs. AW1C.DE — Risk / Return Rank
CBUM.DE
AW1C.DE
CBUM.DE vs. AW1C.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 UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.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 | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.46 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.39 | -0.12 |
| Martin ratioReturn relative to average drawdown | 9.58 | 4.55 | +5.03 |
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Drawdowns
CBUM.DE vs. AW1C.DE - Drawdown Comparison
The maximum CBUM.DE drawdown since its inception was -19.25%, smaller than the maximum AW1C.DE drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for CBUM.DE and AW1C.DE.
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Drawdown Indicators
| CBUM.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.25% | -22.40% | +3.15% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -16.86% | +7.87% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -22.40% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.40% | — |
Current DrawdownCurrent decline from peak | -1.13% | -2.29% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -6.36% | +2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 8.86% | -6.73% |
Volatility
CBUM.DE vs. AW1C.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 UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a volatility of 5.80%. This indicates that CBUM.DE experiences smaller price fluctuations and is considered to be less risky than AW1C.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 | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 5.80% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 10.60% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 25.79% | -13.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 18.51% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 19.46% | -4.45% |
CBUM.DE vs. AW1C.DE - Expense Ratio Comparison
CBUM.DE has a 0.10% expense ratio, which is lower than AW1C.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. AW1C.DE - Dividend Comparison
Neither CBUM.DE nor AW1C.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUM.DE and AW1C.DE have a correlation of 0.73, 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 AW1C.DE.
CBUM.DE tracks S&P 500 Scored & Screened Index (EUR Hedged), while AW1C.DE tracks S&P 500® ESG Elite. They also come from different issuers: iShares and UBS. Their fees differ too: 0.10% for CBUM.DE and 0.15% for AW1C.DE.
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