CBUQ.DE vs. QDVE.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - CBUQ.DE is a Global Equities fund tracking the MSCI ACWI SRI Select Reduced Fossil Fuel, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 28.95%/yr for QDVE.DE. A 0.74 correlation means they provide meaningful diversification when combined. CBUQ.DE charges 0.20%/yr vs 0.15%/yr for QDVE.DE.
Performance
CBUQ.DE vs. QDVE.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 QDVE.DE's 18.33% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
QDVE.DE
- 1D
- -1.82%
- 1M
- -1.85%
- YTD
- 18.33%
- 6M
- 18.59%
- 1Y
- 38.52%
- 3Y*
- 28.95%
- 5Y*
- 22.66%
- 10Y*
- 25.93%
CBUQ.DE vs. QDVE.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% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 18.33% | 10.01% | 46.09% | 54.17% | -9.14% |
Correlation
The correlation between CBUQ.DE and QDVE.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.74 |
The correlation between CBUQ.DE and QDVE.DE has been stable across timeframes, ranging from 0.73 to 0.74 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. QDVE.DE — Risk / Return Rank
CBUQ.DE
QDVE.DE
CBUQ.DE vs. QDVE.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 S&P 500 Information Technology Sector UCITS ETF (QDVE.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 | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 2.46 | +0.92 |
| Martin ratioReturn relative to average drawdown | 12.54 | 6.28 | +6.26 |
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Drawdowns
CBUQ.DE vs. QDVE.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum QDVE.DE drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and QDVE.DE.
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Drawdown Indicators
| CBUQ.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -31.40% | +10.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -15.60% | +8.20% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -29.81% | +8.67% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.81% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.40% | — |
Current DrawdownCurrent decline from peak | -1.28% | -7.54% | +6.26% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -5.80% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 6.11% | -4.12% |
Volatility
CBUQ.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) is 3.88%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 8.54%. This indicates that CBUQ.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.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 | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 8.54% | -4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 15.52% | -5.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 21.27% | -8.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 22.86% | -8.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 21.79% | -7.91% |
CBUQ.DE vs. QDVE.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is higher than QDVE.DE's 0.15% 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. QDVE.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, while QDVE.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% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUQ.DE and QDVE.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVE.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for CBUQ.DE.
CBUQ.DE is categorized as Global Equities, while QDVE.DE is Technology Equities. CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.20% for CBUQ.DE and 0.15% for QDVE.DE.
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