CBUV.DE vs. IS3R.DE
CBUV.DE (iShares Metaverse UCITS ETF USD (Acc)) and IS3R.DE (iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)) are both exchange-traded funds - CBUV.DE is a Technology Equities fund tracking the STOXX Global Metaverse, while IS3R.DE is a Momentum fund tracking the MSCI World Momentum Index. Both are passively managed. Over the past 3 years, CBUV.DE returned 21.34%/yr vs 26.05%/yr for IS3R.DE. A 0.73 correlation means they provide meaningful diversification when combined. CBUV.DE charges 0.50%/yr vs 0.25%/yr for IS3R.DE.
Performance
CBUV.DE vs. IS3R.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUV.DE achieves a 4.62% return, which is significantly lower than IS3R.DE's 22.51% return.
CBUV.DE
- 1D
- 0.58%
- 1M
- 4.35%
- YTD
- 4.62%
- 6M
- 2.15%
- 1Y
- 17.36%
- 3Y*
- 21.34%
- 5Y*
- —
- 10Y*
- —
IS3R.DE
- 1D
- -1.01%
- 1M
- 6.72%
- YTD
- 22.51%
- 6M
- 23.47%
- 1Y
- 31.36%
- 3Y*
- 26.05%
- 5Y*
- 14.66%
- 10Y*
- 15.31%
CBUV.DE vs. IS3R.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CBUV.DE iShares Metaverse UCITS ETF USD (Acc) | 4.62% | 8.91% | 30.32% | 51.01% |
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 22.51% | 8.37% | 37.95% | 8.07% |
Correlation
The correlation between CBUV.DE and IS3R.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jan 10, 2023 | 0.73 |
The correlation between CBUV.DE and IS3R.DE shifts across timeframes, from 0.68 (1 year) to 0.78 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
CBUV.DE vs. IS3R.DE — Risk / Return Rank
CBUV.DE
IS3R.DE
CBUV.DE vs. IS3R.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Metaverse UCITS ETF USD (Acc) (CBUV.DE) and iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.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.
| CBUV.DE | IS3R.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.34 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 3.48 | -2.59 |
| Martin ratioReturn relative to average drawdown | 2.10 | 13.30 | -11.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBUV.DE | IS3R.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.84 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.84 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.31 | 0.85 | +0.46 |
Drawdowns
CBUV.DE vs. IS3R.DE - Drawdown Comparison
The maximum CBUV.DE drawdown since its inception was -27.66%, smaller than the maximum IS3R.DE drawdown of -30.77%. Use the drawdown chart below to compare losses from any high point for CBUV.DE and IS3R.DE.
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Drawdown Indicators
| CBUV.DE | IS3R.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.66% | -30.77% | +3.11% |
Max Drawdown (1Y)Largest decline over 1 year | -20.30% | -9.01% | -11.29% |
Max Drawdown (3Y)Largest decline over 3 years | -27.66% | -23.57% | -4.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.77% | — |
Current DrawdownCurrent decline from peak | -4.31% | -1.01% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -5.67% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.59% | 2.36% | +6.23% |
Volatility
CBUV.DE vs. IS3R.DE - Volatility Comparison
The current volatility for iShares Metaverse UCITS ETF USD (Acc) (CBUV.DE) is 4.51%, while iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) has a volatility of 5.96%. This indicates that CBUV.DE experiences smaller price fluctuations and is considered to be less risky than IS3R.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUV.DE | IS3R.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 5.96% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 14.33% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 17.01% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 17.32% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 17.23% | +3.03% |
CBUV.DE vs. IS3R.DE - Expense Ratio Comparison
CBUV.DE has a 0.50% expense ratio, which is higher than IS3R.DE's 0.25% expense ratio.
Dividends
CBUV.DE vs. IS3R.DE - Dividend Comparison
Neither CBUV.DE nor IS3R.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUV.DE and IS3R.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3R.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3R.DE is cheaper with a 0.25% expense ratio, compared with 0.50% for CBUV.DE.
CBUV.DE is categorized as Technology Equities, while IS3R.DE is Momentum. CBUV.DE tracks STOXX Global Metaverse, while IS3R.DE tracks MSCI World Momentum Index. Their fees differ too: 0.50% for CBUV.DE and 0.25% for IS3R.DE.
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