CBUM.DE vs. ISPA.DE
CBUM.DE (iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - CBUM.DE is a S&P 500 fund tracking the S&P 500 Scored & Screened Index (EUR Hedged), while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 3 years, CBUM.DE returned 17.72%/yr vs 18.87%/yr for ISPA.DE. A 0.59 correlation means they provide meaningful diversification when combined. CBUM.DE charges 0.10%/yr vs 0.46%/yr for ISPA.DE.
Performance
CBUM.DE vs. ISPA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUM.DE achieves a 8.15% return, which is significantly lower than ISPA.DE's 14.66% return.
CBUM.DE
- 1D
- 0.34%
- 1M
- 0.11%
- 6M
- 8.82%
- YTD
- 8.15%
- 1Y
- 20.50%
- 3Y*
- 17.72%
- 5Y*
- —
- 10Y*
- —
ISPA.DE
- 1D
- 0.47%
- 1M
- 1.53%
- 6M
- 13.66%
- YTD
- 14.66%
- 1Y
- 28.82%
- 3Y*
- 18.87%
- 5Y*
- 10.92%
- 10Y*
- 8.88%
CBUM.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.66% | 19.72% | 12.97% | 4.78% | -1.68% |
Correlation
The correlation between CBUM.DE and ISPA.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2022 | 0.59 |
The correlation between CBUM.DE and ISPA.DE has been stable across timeframes, ranging from 0.54 to 0.59 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CBUM.DE vs. ISPA.DE — Risk / Return Rank
CBUM.DE
ISPA.DE
CBUM.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.59 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 7.87 | -5.60 |
| Martin ratioReturn relative to average drawdown | 9.58 | 28.42 | -18.84 |
Loading charts...
Drawdowns
CBUM.DE vs. ISPA.DE - Drawdown Comparison
The maximum CBUM.DE drawdown since its inception was -19.25%, smaller than the maximum ISPA.DE drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for CBUM.DE and ISPA.DE.
Loading charts...
Drawdown Indicators
| CBUM.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.25% | -38.90% | +19.65% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -3.64% | -5.35% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -15.09% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.09% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.90% | — |
Current DrawdownCurrent decline from peak | -1.13% | -0.29% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -4.53% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.01% | +1.12% |
Volatility
CBUM.DE vs. ISPA.DE - Volatility Comparison
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.DE) has a higher volatility of 4.03% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.36%. This indicates that CBUM.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUM.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 2.36% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 6.87% | +2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 8.95% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 11.97% | +3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 14.65% | +0.36% |
CBUM.DE vs. ISPA.DE - Expense Ratio Comparison
CBUM.DE has a 0.10% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
CBUM.DE vs. ISPA.DE - Dividend Comparison
CBUM.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUM.DE iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
CBUM.DE and ISPA.DE have a correlation of 0.56, 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 0.46% for ISPA.DE.
CBUM.DE is categorized as S&P 500, while ISPA.DE is Global Equities. CBUM.DE tracks S&P 500 Scored & Screened Index (EUR Hedged), while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.10% for CBUM.DE and 0.46% for ISPA.DE.
Find the right allocation for CBUM.DE and ISPA.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer