CBUQ.DE vs. CBUX.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) are both exchange-traded funds - CBUQ.DE is a Global Equities fund tracking the MSCI ACWI SRI Select Reduced Fossil Fuel, while CBUX.DE is a Utilities Equities fund tracking the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 10.54%/yr for CBUX.DE. At a 0.38 correlation, their price movements are largely independent. CBUQ.DE charges 0.20%/yr vs 0.65%/yr for CBUX.DE.
Performance
CBUQ.DE vs. CBUX.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with CBUQ.DE having a 14.37% return and CBUX.DE slightly higher at 14.81%.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
CBUX.DE
- 1D
- 0.49%
- 1M
- 1.14%
- YTD
- 14.81%
- 6M
- 15.89%
- 1Y
- 20.39%
- 3Y*
- 10.54%
- 5Y*
- —
- 10Y*
- —
CBUQ.DE vs. CBUX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 14.37% | 4.50% | 18.80% | 11.51% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 14.81% | 0.75% | 14.53% | -1.47% |
Correlation
The correlation between CBUQ.DE and CBUX.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2023 | 0.38 |
Over the past year, the correlation between CBUQ.DE and CBUX.DE has dropped to 0.17 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
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Return for Risk
CBUQ.DE vs. CBUX.DE — Risk / Return Rank
CBUQ.DE
CBUX.DE
CBUQ.DE vs. CBUX.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 Global Infrastructure UCITS ETF USD (Acc) (CBUX.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 | CBUX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.33 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 4.81 | -1.43 |
| Martin ratioReturn relative to average drawdown | 12.54 | 10.96 | +1.59 |
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Drawdowns
CBUQ.DE vs. CBUX.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, which is greater than CBUX.DE's maximum drawdown of -14.96%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and CBUX.DE.
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Drawdown Indicators
| CBUQ.DE | CBUX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -14.96% | -6.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -4.22% | -3.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -14.96% | -6.18% |
Current DrawdownCurrent decline from peak | -1.28% | 0.00% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -3.77% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.86% | +0.13% |
Volatility
CBUQ.DE vs. CBUX.DE - Volatility Comparison
The current volatility for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) is 3.88%, while iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) has a volatility of 4.49%. This indicates that CBUQ.DE experiences smaller price fluctuations and is considered to be less risky than CBUX.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 | CBUX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 4.49% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 8.95% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 10.72% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 11.99% | +1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 11.99% | +1.89% |
CBUQ.DE vs. CBUX.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.
Dividends
CBUQ.DE vs. CBUX.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, while CBUX.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 1.24% | 1.28% | 1.44% | 1.58% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUQ.DE and CBUX.DE have a correlation of 0.17, 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 0.65% for CBUX.DE.
CBUQ.DE is categorized as Global Equities, while CBUX.DE is Utilities Equities. CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while CBUX.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.20% for CBUQ.DE and 0.65% for CBUX.DE.
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