CBUN.DE vs. WELL.DE
CBUN.DE (iShares Digital Entertainment and Education UCITS ETF USD (Acc)) and WELL.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist) are both Technology Equities funds - CBUN.DE tracks the STOXX® Global Digital Entertainment and Education while WELL.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. Both are passively managed. Over the past 3 years, CBUN.DE returned 29.59%/yr vs 27.36%/yr for WELL.DE. A 0.78 correlation means they provide meaningful diversification when combined. CBUN.DE charges 0.40%/yr vs 0.18%/yr for WELL.DE.
Performance
CBUN.DE vs. WELL.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUN.DE achieves a 27.45% return, which is significantly higher than WELL.DE's 21.22% return.
CBUN.DE
- 1D
- -1.30%
- 1M
- 12.33%
- YTD
- 27.45%
- 6M
- 25.10%
- 1Y
- 32.37%
- 3Y*
- 29.59%
- 5Y*
- —
- 10Y*
- —
WELL.DE
- 1D
- -1.85%
- 1M
- 11.28%
- YTD
- 21.22%
- 6M
- 19.41%
- 1Y
- 43.11%
- 3Y*
- 27.36%
- 5Y*
- —
- 10Y*
- —
CBUN.DE vs. WELL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUN.DE iShares Digital Entertainment and Education UCITS ETF USD (Acc) | 27.45% | 9.37% | 36.98% | 46.88% | -2.90% |
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 21.22% | 9.77% | 38.81% | 57.34% | 0.14% |
Correlation
The correlation between CBUN.DE and WELL.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.78 |
The correlation between CBUN.DE and WELL.DE has been stable across timeframes, ranging from 0.77 to 0.79 - 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
CBUN.DE vs. WELL.DE — Risk / Return Rank
CBUN.DE
WELL.DE
CBUN.DE vs. WELL.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digital Entertainment and Education UCITS ETF USD (Acc) (CBUN.DE) and Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.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.
| CBUN.DE | WELL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.36 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.71 | -0.87 |
| Martin ratioReturn relative to average drawdown | 4.12 | 7.03 | -2.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| CBUN.DE | WELL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 2.17 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.31 | 1.52 | -0.21 |
Drawdowns
CBUN.DE vs. WELL.DE - Drawdown Comparison
The maximum CBUN.DE drawdown since its inception was -25.59%, smaller than the maximum WELL.DE drawdown of -28.78%. Use the drawdown chart below to compare losses from any high point for CBUN.DE and WELL.DE.
Loading charts...
Drawdown Indicators
| CBUN.DE | WELL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.59% | -28.78% | +3.19% |
Max Drawdown (1Y)Largest decline over 1 year | -17.83% | -16.18% | -1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -25.59% | -28.78% | +3.19% |
Current DrawdownCurrent decline from peak | -1.91% | -2.72% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -4.72% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.01% | 6.26% | +1.75% |
Volatility
CBUN.DE vs. WELL.DE - Volatility Comparison
iShares Digital Entertainment and Education UCITS ETF USD (Acc) (CBUN.DE) and Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) have volatilities of 7.08% and 6.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUN.DE | WELL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 6.79% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 15.34% | 14.75% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.80% | 20.24% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.47% | 22.20% | -1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.47% | 22.20% | -1.73% |
CBUN.DE vs. WELL.DE - Expense Ratio Comparison
CBUN.DE has a 0.40% expense ratio, which is higher than WELL.DE's 0.18% expense ratio.
Dividends
CBUN.DE vs. WELL.DE - Dividend Comparison
CBUN.DE has not paid dividends to shareholders, while WELL.DE's dividend yield for the trailing twelve months is around 0.27%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUN.DE iShares Digital Entertainment and Education UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 0.27% | 0.35% | 0.36% | 0.14% |
Frequently Asked Questions
CBUN.DE and WELL.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELL.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELL.DE is cheaper with a 0.18% expense ratio, compared with 0.40% for CBUN.DE.
CBUN.DE tracks STOXX® Global Digital Entertainment and Education, while WELL.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.40% for CBUN.DE and 0.18% for WELL.DE.
Find the right allocation for CBUN.DE and WELL.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