CBUQ.DE vs. VDIV.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and VDIV.DE (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both Global Equities funds - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while VDIV.DE tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 20.75%/yr for VDIV.DE. A 0.56 correlation means they provide meaningful diversification when combined. CBUQ.DE charges 0.20%/yr vs 0.38%/yr for VDIV.DE.
Performance
CBUQ.DE vs. VDIV.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 VDIV.DE's 10.63% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
VDIV.DE
- 1D
- 0.25%
- 1M
- -0.40%
- YTD
- 10.63%
- 6M
- 10.86%
- 1Y
- 28.67%
- 3Y*
- 20.75%
- 5Y*
- 17.69%
- 10Y*
- —
CBUQ.DE vs. VDIV.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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 10.63% | 24.58% | 15.66% | 11.45% | -0.69% |
Correlation
The correlation between CBUQ.DE and VDIV.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.56 |
Over the past year, the correlation between CBUQ.DE and VDIV.DE has dropped to 0.36 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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Return for Risk
CBUQ.DE vs. VDIV.DE — Risk / Return Rank
CBUQ.DE
VDIV.DE
CBUQ.DE vs. VDIV.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.57 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 7.75 | -4.37 |
| Martin ratioReturn relative to average drawdown | 12.54 | 23.02 | -10.47 |
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Drawdowns
CBUQ.DE vs. VDIV.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum VDIV.DE drawdown of -36.13%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and VDIV.DE.
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Drawdown Indicators
| CBUQ.DE | VDIV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -36.13% | +14.99% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -3.68% | -3.72% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -15.13% | -6.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.13% | — |
Current DrawdownCurrent decline from peak | -1.28% | -1.64% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -4.20% | +1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.24% | +0.75% |
Volatility
CBUQ.DE vs. VDIV.DE - Volatility Comparison
iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a higher volatility of 3.88% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) at 2.32%. This indicates that CBUQ.DE's price experiences larger fluctuations and is considered to be riskier than VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 2.32% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 7.08% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 9.49% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 11.94% | +1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 15.33% | -1.45% |
CBUQ.DE vs. VDIV.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than VDIV.DE's 0.38% expense ratio.
Dividends
CBUQ.DE vs. VDIV.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, less than VDIV.DE's 3.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.17% | 3.58% | 4.19% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% |
Frequently Asked Questions
CBUQ.DE and VDIV.DE have a correlation of 0.36, 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 0.38% for VDIV.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while VDIV.DE tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.20% for CBUQ.DE and 0.38% for VDIV.DE.
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