CBUQ.DE vs. MWOL.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and MWOL.DE (Amundi Prime Global UCITS ETF Dist) are both Global Equities funds - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while MWOL.DE tracks the Solactive GBS Developed Markets Large & Mid Cap USD Index Net TR. Both are passively managed. Over the past year, CBUQ.DE returned 24.92% vs 25.72% for MWOL.DE. Their correlation of 0.92 suggests significant overlap in exposure. CBUQ.DE charges 0.20%/yr vs 0.05%/yr for MWOL.DE.
Performance
CBUQ.DE vs. MWOL.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUQ.DE achieves a 14.37% return, which is significantly higher than MWOL.DE's 11.58% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
MWOL.DE
- 1D
- 0.00%
- 1M
- 1.23%
- YTD
- 11.58%
- 6M
- 11.91%
- 1Y
- 25.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUQ.DE vs. MWOL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 14.37% | 4.50% | -2.95% |
MWOL.DE Amundi Prime Global UCITS ETF Dist | 11.58% | 8.53% | -1.28% |
Correlation
The correlation between CBUQ.DE and MWOL.DE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2024 | 0.92 |
The correlation between CBUQ.DE and MWOL.DE has been stable across timeframes, ranging from 0.91 to 0.92 - 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
CBUQ.DE vs. MWOL.DE — Risk / Return Rank
CBUQ.DE
MWOL.DE
CBUQ.DE vs. MWOL.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 Amundi Prime Global UCITS ETF Dist (MWOL.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 | MWOL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.42 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.92 | -0.54 |
| Martin ratioReturn relative to average drawdown | 12.54 | 15.64 | -3.09 |
Loading charts...
Drawdowns
CBUQ.DE vs. MWOL.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, roughly equal to the maximum MWOL.DE drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and MWOL.DE.
Loading charts...
Drawdown Indicators
| CBUQ.DE | MWOL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -21.64% | +0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -6.58% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | — | — |
Current DrawdownCurrent decline from peak | -1.28% | -0.36% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -3.62% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.65% | +0.34% |
Volatility
CBUQ.DE vs. MWOL.DE - Volatility Comparison
iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a higher volatility of 3.88% compared to Amundi Prime Global UCITS ETF Dist (MWOL.DE) at 3.01%. This indicates that CBUQ.DE's price experiences larger fluctuations and is considered to be riskier than MWOL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUQ.DE | MWOL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.01% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 8.09% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 11.46% | +1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 15.06% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 15.06% | -1.18% |
CBUQ.DE vs. MWOL.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is higher than MWOL.DE's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
CBUQ.DE vs. MWOL.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, more than MWOL.DE's 1.18% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 1.24% | 1.28% | 1.44% | 1.58% |
MWOL.DE Amundi Prime Global UCITS ETF Dist | 1.18% | 1.67% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, CBUQ.DE and MWOL.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, MWOL.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MWOL.DE is cheaper with a 0.05% expense ratio, compared with 0.20% for CBUQ.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while MWOL.DE tracks Solactive GBS Developed Markets Large & Mid Cap USD Index Net TR. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for CBUQ.DE and 0.05% for MWOL.DE.
Find the right allocation for CBUQ.DE and MWOL.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