CBUM.DE vs. XY7D.DE
CBUM.DE (iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)) and XY7D.DE (Global X S&P 500 Covered Call UCITS ETF Inc) are both S&P 500 funds - CBUM.DE tracks the S&P 500 Scored & Screened Index (EUR Hedged) while XY7D.DE tracks the Cboe S&P 500 BuyWrite 15% WHT. Both are passively managed. Over the past year, CBUM.DE returned 20.50% vs 17.39% for XY7D.DE. At a 0.40 correlation, their price movements are largely independent. CBUM.DE charges 0.10%/yr vs 0.45%/yr for XY7D.DE.
Performance
CBUM.DE vs. XY7D.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 XY7D.DE's 8.93% return.
CBUM.DE
- 1D
- 0.34%
- 1M
- 0.11%
- 6M
- 8.82%
- YTD
- 8.15%
- 1Y
- 20.50%
- 3Y*
- 17.72%
- 5Y*
- —
- 10Y*
- —
XY7D.DE
- 1D
- 0.00%
- 1M
- 2.38%
- 6M
- 9.03%
- YTD
- 8.93%
- 1Y
- 17.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUM.DE vs. XY7D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CBUM.DE iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) | 8.15% | 15.88% | 21.99% | 8.11% |
XY7D.DE Global X S&P 500 Covered Call UCITS ETF Inc | 8.93% | -5.34% | 23.62% | -8.57% |
Correlation
The correlation between CBUM.DE and XY7D.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2023 | 0.40 |
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Return for Risk
CBUM.DE vs. XY7D.DE — Risk / Return Rank
CBUM.DE
XY7D.DE
CBUM.DE vs. XY7D.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 Global X S&P 500 Covered Call UCITS ETF Inc (XY7D.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 | XY7D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.35 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 4.51 | -2.24 |
| Martin ratioReturn relative to average drawdown | 9.58 | 13.03 | -3.44 |
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Drawdowns
CBUM.DE vs. XY7D.DE - Drawdown Comparison
The maximum CBUM.DE drawdown since its inception was -19.25%, smaller than the maximum XY7D.DE drawdown of -20.79%. Use the drawdown chart below to compare losses from any high point for CBUM.DE and XY7D.DE.
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Drawdown Indicators
| CBUM.DE | XY7D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.25% | -20.79% | +1.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -3.87% | -5.12% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | — | — |
Current DrawdownCurrent decline from peak | -1.13% | -1.07% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -7.09% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.34% | +0.79% |
Volatility
CBUM.DE vs. XY7D.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 Global X S&P 500 Covered Call UCITS ETF Inc (XY7D.DE) at 3.15%. This indicates that CBUM.DE's price experiences larger fluctuations and is considered to be riskier than XY7D.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 | XY7D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 3.15% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 6.63% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 8.99% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 13.48% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 13.48% | +1.53% |
CBUM.DE vs. XY7D.DE - Expense Ratio Comparison
CBUM.DE has a 0.10% expense ratio, which is lower than XY7D.DE's 0.45% expense ratio.
Dividends
CBUM.DE vs. XY7D.DE - Dividend Comparison
CBUM.DE has not paid dividends to shareholders, while XY7D.DE's dividend yield for the trailing twelve months is around 7.41%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUM.DE iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
XY7D.DE Global X S&P 500 Covered Call UCITS ETF Inc | 7.41% | 9.21% | 6.13% | 3.99% |
Frequently Asked Questions
CBUM.DE and XY7D.DE have a correlation of 0.38, 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 0.45% for XY7D.DE.
CBUM.DE tracks S&P 500 Scored & Screened Index (EUR Hedged), while XY7D.DE tracks Cboe S&P 500 BuyWrite 15% WHT. They also come from different issuers: iShares and Global X. Their fees differ too: 0.10% for CBUM.DE and 0.45% for XY7D.DE.
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