CBUQ.DE vs. SXRV.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - CBUQ.DE is a Global Equities fund tracking the MSCI ACWI SRI Select Reduced Fossil Fuel, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 24.15%/yr for SXRV.DE. Their correlation of 0.81 suggests significant overlap in exposure. CBUQ.DE charges 0.20%/yr vs 0.36%/yr for SXRV.DE.
Performance
CBUQ.DE vs. SXRV.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 SXRV.DE's 18.93% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
SXRV.DE
- 1D
- -0.83%
- 1M
- 0.09%
- YTD
- 18.93%
- 6M
- 19.04%
- 1Y
- 35.15%
- 3Y*
- 24.15%
- 5Y*
- 16.88%
- 10Y*
- 21.61%
CBUQ.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 18.93% | 6.98% | 33.55% | 51.19% | -9.83% |
Correlation
The correlation between CBUQ.DE and SXRV.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 | 0.81 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.81 |
The correlation between CBUQ.DE and SXRV.DE has been stable across timeframes, ranging from 0.81 to 0.82 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. SXRV.DE — Risk / Return Rank
CBUQ.DE
SXRV.DE
CBUQ.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.49 | -0.11 |
| Martin ratioReturn relative to average drawdown | 12.54 | 10.21 | +2.33 |
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Drawdowns
CBUQ.DE vs. SXRV.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and SXRV.DE.
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Drawdown Indicators
| CBUQ.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -32.80% | +11.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -10.03% | +2.63% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -26.69% | +5.55% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -1.28% | -2.64% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -6.49% | +3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 3.43% | -1.44% |
Volatility
CBUQ.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) is 3.88%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 5.98%. This indicates that CBUQ.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 5.98% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 11.76% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 16.40% | -3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 19.93% | -6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 19.69% | -5.81% |
CBUQ.DE vs. SXRV.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
CBUQ.DE vs. SXRV.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, while SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUQ.DE and SXRV.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 0.36% for SXRV.DE.
CBUQ.DE is categorized as Global Equities, while SXRV.DE is Nasdaq-100. CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.20% for CBUQ.DE and 0.36% for SXRV.DE.
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