CBUQ.DE vs. XG12.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and XG12.DE (Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C) are both Global Equities funds - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while XG12.DE tracks the MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 13.98%/yr for XG12.DE. A 0.79 correlation means they provide meaningful diversification when combined. CBUQ.DE charges 0.20%/yr vs 0.35%/yr for XG12.DE.
Performance
CBUQ.DE vs. XG12.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 XG12.DE's 40.21% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
XG12.DE
- 1D
- 0.00%
- 1M
- 3.12%
- YTD
- 40.21%
- 6M
- 41.26%
- 1Y
- 54.18%
- 3Y*
- 13.98%
- 5Y*
- —
- 10Y*
- —
CBUQ.DE vs. XG12.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% | -4.57% |
XG12.DE Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C | 40.21% | 8.69% | -4.44% | -8.34% | -5.33% |
Correlation
The correlation between CBUQ.DE and XG12.DE is 0.83, 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 | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2022 | 0.79 |
The correlation between CBUQ.DE and XG12.DE has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. XG12.DE — Risk / Return Rank
CBUQ.DE
XG12.DE
CBUQ.DE vs. XG12.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 Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C (XG12.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 | XG12.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.50 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 2.83 | +0.55 |
| Martin ratioReturn relative to average drawdown | 12.54 | 6.01 | +6.53 |
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Drawdowns
CBUQ.DE vs. XG12.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum XG12.DE drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and XG12.DE.
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Drawdown Indicators
| CBUQ.DE | XG12.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -32.01% | +10.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -19.16% | +11.76% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -24.98% | +3.84% |
Current DrawdownCurrent decline from peak | -1.28% | -1.47% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -14.81% | +11.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 9.01% | -7.02% |
Volatility
CBUQ.DE vs. XG12.DE - Volatility Comparison
The current volatility for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) is 3.88%, while Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C (XG12.DE) has a volatility of 6.79%. This indicates that CBUQ.DE experiences smaller price fluctuations and is considered to be less risky than XG12.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 | XG12.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 6.79% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 13.54% | -3.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 27.66% | -14.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 21.08% | -7.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 21.08% | -7.20% |
CBUQ.DE vs. XG12.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is lower than XG12.DE's 0.35% expense ratio.
Dividends
CBUQ.DE vs. XG12.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, while XG12.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% |
XG12.DE Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUQ.DE and XG12.DE have a correlation of 0.83, 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 0.35% for XG12.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while XG12.DE tracks MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.20% for CBUQ.DE and 0.35% for XG12.DE.
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