CBUQ.DE vs. ISPA.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds from iShares - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 20.08%/yr for ISPA.DE. A 0.68 correlation means they provide meaningful diversification when combined. CBUQ.DE charges 0.20%/yr vs 0.46%/yr for ISPA.DE.
Performance
CBUQ.DE vs. ISPA.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 ISPA.DE slightly higher at 14.48%.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
ISPA.DE
- 1D
- 0.26%
- 1M
- 0.52%
- YTD
- 14.48%
- 6M
- 14.99%
- 1Y
- 32.01%
- 3Y*
- 20.08%
- 5Y*
- 10.97%
- 10Y*
- 9.35%
CBUQ.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.48% | 19.72% | 12.97% | 4.78% | -2.29% |
Correlation
The correlation between CBUQ.DE and ISPA.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.68 |
The correlation between CBUQ.DE and ISPA.DE has been stable across timeframes, ranging from 0.62 to 0.68 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. ISPA.DE — Risk / Return Rank
CBUQ.DE
ISPA.DE
CBUQ.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.64 | ||
| Sortino ratioReturn per unit of downside risk | -2.22 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.66 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 8.74 | -5.36 |
| Martin ratioReturn relative to average drawdown | 12.54 | 31.84 | -19.29 |
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Drawdowns
CBUQ.DE vs. ISPA.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum ISPA.DE drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and ISPA.DE.
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Drawdown Indicators
| CBUQ.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -38.90% | +17.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -3.64% | -3.76% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -15.09% | -6.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.09% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.90% | — |
Current DrawdownCurrent decline from peak | -1.28% | -0.44% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -4.54% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.00% | +0.99% |
Volatility
CBUQ.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a higher volatility of 3.88% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.51%. This indicates that CBUQ.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 2.51% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 6.86% | +3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 8.99% | +4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 11.97% | +1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 14.71% | -0.83% |
CBUQ.DE vs. ISPA.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
CBUQ.DE vs. ISPA.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, less than ISPA.DE's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 1.24% | 1.28% | 1.44% | 1.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
CBUQ.DE and ISPA.DE have a correlation of 0.62, 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 0.46% for ISPA.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.20% for CBUQ.DE and 0.46% for ISPA.DE.
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