CBUQ.DE vs. PSWD.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and PSWD.DE (Invesco FTSE RAFI All World 3000 UCITS ETF) are both Global Equities funds - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while PSWD.DE tracks the FTSE RAFI All-World 3000. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 19.55%/yr for PSWD.DE. Their correlation of 0.83 suggests significant overlap in exposure. CBUQ.DE charges 0.20%/yr vs 0.39%/yr for PSWD.DE.
Performance
CBUQ.DE vs. PSWD.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 PSWD.DE's 17.33% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
PSWD.DE
- 1D
- 0.14%
- 1M
- 1.29%
- YTD
- 17.33%
- 6M
- 17.92%
- 1Y
- 34.49%
- 3Y*
- 19.55%
- 5Y*
- 13.47%
- 10Y*
- 12.50%
CBUQ.DE vs. PSWD.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% |
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 17.33% | 14.61% | 17.71% | 12.73% | -3.93% |
Correlation
The correlation between CBUQ.DE and PSWD.DE is 0.82, 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 | 0.82 |
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 | 0.83 |
The correlation between CBUQ.DE and PSWD.DE has been stable across timeframes, ranging from 0.82 to 0.84 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. PSWD.DE — Risk / Return Rank
CBUQ.DE
PSWD.DE
CBUQ.DE vs. PSWD.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 Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.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 | PSWD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.58 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 5.83 | -2.45 |
| Martin ratioReturn relative to average drawdown | 12.54 | 23.39 | -10.84 |
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Drawdowns
CBUQ.DE vs. PSWD.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum PSWD.DE drawdown of -36.38%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and PSWD.DE.
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Drawdown Indicators
| CBUQ.DE | PSWD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -36.38% | +15.24% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -5.88% | -1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -18.19% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.38% | — |
Current DrawdownCurrent decline from peak | -1.28% | -0.74% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -4.65% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.47% | +0.52% |
Volatility
CBUQ.DE vs. PSWD.DE - Volatility Comparison
iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a higher volatility of 3.88% compared to Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) at 3.35%. This indicates that CBUQ.DE's price experiences larger fluctuations and is considered to be riskier than PSWD.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 | PSWD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.35% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 8.34% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 10.95% | +2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 13.23% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 15.17% | -1.29% |
CBUQ.DE vs. PSWD.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than PSWD.DE's 0.39% expense ratio.
Dividends
CBUQ.DE vs. PSWD.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, less than PSWD.DE's 1.68% 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% |
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 1.68% | 2.03% | 2.27% | 2.48% | 2.66% | 1.92% | 1.98% | 2.37% | 2.56% | 2.06% | 1.97% | 2.02% |
Frequently Asked Questions
CBUQ.DE and PSWD.DE have a correlation of 0.82, 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 0.39% for PSWD.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while PSWD.DE tracks FTSE RAFI All-World 3000. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.20% for CBUQ.DE and 0.39% for PSWD.DE.
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