CBUQ.DE vs. UBU7.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 18.08%/yr for UBU7.DE. Their correlation of 0.93 suggests significant overlap in exposure. CBUQ.DE charges 0.20%/yr vs 0.10%/yr for UBU7.DE.
Performance
CBUQ.DE vs. UBU7.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 higher than UBU7.DE's 11.05% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
UBU7.DE
- 1D
- -0.59%
- 1M
- 0.75%
- YTD
- 11.05%
- 6M
- 11.39%
- 1Y
- 24.87%
- 3Y*
- 18.08%
- 5Y*
- 12.26%
- 10Y*
- 13.19%
CBUQ.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 11.05% | 8.11% | 26.08% | 20.13% | -5.39% |
Correlation
The correlation between CBUQ.DE and UBU7.DE is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.93 |
The correlation between CBUQ.DE and UBU7.DE has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. UBU7.DE — Risk / Return Rank
CBUQ.DE
UBU7.DE
CBUQ.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.41 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.80 | -0.42 |
| Martin ratioReturn relative to average drawdown | 12.54 | 15.04 | -2.50 |
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Drawdowns
CBUQ.DE vs. UBU7.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum UBU7.DE drawdown of -33.85%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and UBU7.DE.
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Drawdown Indicators
| CBUQ.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -33.85% | +12.71% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -6.52% | -0.88% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -21.70% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.70% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.85% | — |
Current DrawdownCurrent decline from peak | -1.28% | -0.78% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -5.68% | +2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.65% | +0.34% |
Volatility
CBUQ.DE vs. UBU7.DE - Volatility Comparison
iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a higher volatility of 3.88% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.96%. This indicates that CBUQ.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 2.96% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 7.91% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 11.27% | +1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 14.15% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 15.09% | -1.21% |
CBUQ.DE vs. UBU7.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is higher than UBU7.DE's 0.10% 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. UBU7.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, less than UBU7.DE's 1.32% 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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.32% | 1.56% | 1.33% | 1.44% | 1.61% | 1.08% | 1.46% | 1.72% | 1.70% | 1.80% | 2.20% | 1.80% |
Frequently Asked Questions
CBUQ.DE and UBU7.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for CBUQ.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while UBU7.DE tracks MSCI World. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for CBUQ.DE and 0.10% for UBU7.DE.
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