CBUV.DE vs. SXR8.DE
CBUV.DE (iShares Metaverse UCITS ETF USD (Acc)) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - CBUV.DE is a Technology Equities fund tracking the STOXX Global Metaverse, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 3 years, CBUV.DE returned 21.34%/yr vs 18.87%/yr for SXR8.DE. Their correlation of 0.84 suggests significant overlap in exposure. CBUV.DE charges 0.50%/yr vs 0.07%/yr for SXR8.DE.
Performance
CBUV.DE vs. SXR8.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 SXR8.DE's 11.37% return.
CBUV.DE
- 1D
- 0.58%
- 1M
- 4.35%
- YTD
- 4.62%
- 6M
- 2.15%
- 1Y
- 17.36%
- 3Y*
- 21.34%
- 5Y*
- —
- 10Y*
- —
SXR8.DE
- 1D
- -0.15%
- 1M
- 4.36%
- YTD
- 11.37%
- 6M
- 10.83%
- 1Y
- 25.54%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.95%
CBUV.DE vs. SXR8.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% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 11.37% | 4.73% | 32.32% | 19.48% |
Correlation
The correlation between CBUV.DE and SXR8.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 | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 10, 2023 | 0.84 |
The correlation between CBUV.DE and SXR8.DE has been stable across timeframes, ranging from 0.82 to 0.84 - a consistent structural relationship.
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Return for Risk
CBUV.DE vs. SXR8.DE — Risk / Return Rank
CBUV.DE
SXR8.DE
CBUV.DE vs. SXR8.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 Core S&P 500 UCITS ETF USD (Acc) (SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.41 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 3.58 | -2.69 |
| Martin ratioReturn relative to average drawdown | 2.10 | 12.71 | -10.61 |
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 | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 2.21 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.96 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.31 | 0.79 | +0.52 |
Drawdowns
CBUV.DE vs. SXR8.DE - Drawdown Comparison
The maximum CBUV.DE drawdown since its inception was -27.66%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for CBUV.DE and SXR8.DE.
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Drawdown Indicators
| CBUV.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.66% | -33.78% | +6.12% |
Max Drawdown (1Y)Largest decline over 1 year | -20.30% | -7.13% | -13.17% |
Max Drawdown (3Y)Largest decline over 3 years | -27.66% | -23.32% | -4.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.32% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.78% | — |
Current DrawdownCurrent decline from peak | -4.31% | -0.45% | -3.86% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -5.17% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.59% | 2.01% | +6.58% |
Volatility
CBUV.DE vs. SXR8.DE - Volatility Comparison
iShares Metaverse UCITS ETF USD (Acc) (CBUV.DE) has a higher volatility of 4.51% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.65%. This indicates that CBUV.DE's price experiences larger fluctuations and is considered to be riskier than SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 2.65% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 7.57% | +5.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 11.56% | +7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 15.16% | +5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 16.09% | +4.17% |
CBUV.DE vs. SXR8.DE - Expense Ratio Comparison
CBUV.DE has a 0.50% expense ratio, which is higher than SXR8.DE's 0.07% expense ratio.
Dividends
CBUV.DE vs. SXR8.DE - Dividend Comparison
Neither CBUV.DE nor SXR8.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUV.DE and SXR8.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, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.50% for CBUV.DE.
CBUV.DE is categorized as Technology Equities, while SXR8.DE is S&P 500. CBUV.DE tracks STOXX Global Metaverse, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.50% for CBUV.DE and 0.07% for SXR8.DE.
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