CBUQ.DE vs. CBUI.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds from iShares - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 22.51%/yr for CBUI.DE. Their correlation of 0.85 suggests significant overlap in exposure. CBUQ.DE charges 0.20%/yr vs 0.30%/yr for CBUI.DE.
Performance
CBUQ.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUQ.DE achieves a 14.37% return, which is significantly lower than CBUI.DE's 21.14% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- 0.61%
- 1M
- 2.34%
- YTD
- 21.14%
- 6M
- 22.03%
- 1Y
- 45.53%
- 3Y*
- 22.51%
- 5Y*
- —
- 10Y*
- —
CBUQ.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 14.37% | 4.50% | 18.80% | 18.75% | -10.33% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 21.14% | 20.99% | 13.86% | 15.81% | -3.80% |
Correlation
The correlation between CBUQ.DE and CBUI.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 | 0.84 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.85 |
The correlation between CBUQ.DE and CBUI.DE has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. CBUI.DE — Risk / Return Rank
CBUQ.DE
CBUI.DE
CBUQ.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) and iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.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.
| CBUQ.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.61 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 7.20 | -3.82 |
| Martin ratioReturn relative to average drawdown | 12.54 | 27.62 | -15.08 |
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Drawdowns
CBUQ.DE vs. CBUI.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, which is greater than CBUI.DE's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and CBUI.DE.
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Drawdown Indicators
| CBUQ.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -19.51% | -1.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -6.29% | -1.11% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -19.51% | -1.63% |
Current DrawdownCurrent decline from peak | -1.28% | 0.00% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -3.19% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.64% | +0.35% |
Volatility
CBUQ.DE vs. CBUI.DE - Volatility Comparison
iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a higher volatility of 3.88% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 3.22%. This indicates that CBUQ.DE's price experiences larger fluctuations and is considered to be riskier than CBUI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUQ.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.22% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 9.92% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 13.07% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 14.19% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 14.19% | -0.31% |
CBUQ.DE vs. CBUI.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
CBUQ.DE vs. CBUI.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, while CBUI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% |
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 1.24% | 1.28% | 1.44% | 1.58% |
Frequently Asked Questions
CBUQ.DE and CBUI.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, CBUQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUQ.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for CBUI.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. Their fees differ too: 0.20% for CBUQ.DE and 0.30% for CBUI.DE.
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