CBUQ.DE vs. IS3S.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and IS3S.DE (iShares Edge MSCI World Value Factor UCITS ETF) are both Global Equities funds from iShares - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while IS3S.DE tracks the MSCI World Enhanced Value. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 27.73%/yr for IS3S.DE. A 0.79 correlation means they provide meaningful diversification when combined. CBUQ.DE charges 0.20%/yr vs 0.30%/yr for IS3S.DE.
Performance
CBUQ.DE vs. IS3S.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 IS3S.DE's 37.78% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
IS3S.DE
- 1D
- 2.00%
- 1M
- 3.98%
- YTD
- 37.78%
- 6M
- 38.89%
- 1Y
- 67.75%
- 3Y*
- 27.73%
- 5Y*
- 17.86%
- 10Y*
- 13.48%
CBUQ.DE vs. IS3S.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% |
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF | 37.78% | 25.13% | 11.36% | 15.62% | -3.07% |
Correlation
The correlation between CBUQ.DE and IS3S.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 | 0.79 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.79 |
The correlation between CBUQ.DE and IS3S.DE has been stable across timeframes, ranging from 0.79 to 0.79 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. IS3S.DE — Risk / Return Rank
CBUQ.DE
IS3S.DE
CBUQ.DE vs. IS3S.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 Edge MSCI World Value Factor UCITS ETF (IS3S.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 | IS3S.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.65 | ||
| Sortino ratioReturn per unit of downside risk | -3.35 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.82 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 11.06 | -7.68 |
| Martin ratioReturn relative to average drawdown | 12.54 | 40.06 | -27.51 |
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Drawdowns
CBUQ.DE vs. IS3S.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum IS3S.DE drawdown of -35.19%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and IS3S.DE.
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Drawdown Indicators
| CBUQ.DE | IS3S.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -35.19% | +14.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -6.09% | -1.31% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -17.78% | -3.36% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.19% | — |
Current DrawdownCurrent decline from peak | -1.28% | -0.51% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -6.94% | +3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.69% | +0.30% |
Volatility
CBUQ.DE vs. IS3S.DE - Volatility Comparison
The current volatility for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) is 3.88%, while iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) has a volatility of 5.55%. This indicates that CBUQ.DE experiences smaller price fluctuations and is considered to be less risky than IS3S.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 | IS3S.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 5.55% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 12.40% | -2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 14.80% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 14.02% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 16.64% | -2.76% |
CBUQ.DE vs. IS3S.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than IS3S.DE's 0.30% expense ratio.
Dividends
CBUQ.DE vs. IS3S.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, while IS3S.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% |
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUQ.DE and IS3S.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 IS3S.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while IS3S.DE tracks MSCI World Enhanced Value. Their fees differ too: 0.20% for CBUQ.DE and 0.30% for IS3S.DE.
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