CBUV.DE vs. WELU.DE
CBUV.DE (iShares Metaverse UCITS ETF USD (Acc)) and WELU.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc) are both Technology Equities funds - CBUV.DE tracks the STOXX Global Metaverse while WELU.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. Both are passively managed. Over the past 3 years, CBUV.DE returned 21.34%/yr vs 27.35%/yr for WELU.DE. Their correlation of 0.84 suggests significant overlap in exposure. CBUV.DE charges 0.50%/yr vs 0.18%/yr for WELU.DE.
Performance
CBUV.DE vs. WELU.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 WELU.DE's 21.54% return.
CBUV.DE
- 1D
- 0.58%
- 1M
- 4.35%
- YTD
- 4.62%
- 6M
- 2.15%
- 1Y
- 17.36%
- 3Y*
- 21.34%
- 5Y*
- —
- 10Y*
- —
WELU.DE
- 1D
- -1.73%
- 1M
- 11.36%
- YTD
- 21.54%
- 6M
- 19.44%
- 1Y
- 43.16%
- 3Y*
- 27.35%
- 5Y*
- —
- 10Y*
- —
CBUV.DE vs. WELU.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% |
WELU.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc | 21.54% | 9.54% | 38.64% | 50.74% |
Correlation
The correlation between CBUV.DE and WELU.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 WELU.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. WELU.DE — Risk / Return Rank
CBUV.DE
WELU.DE
CBUV.DE vs. WELU.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 Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.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 | WELU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.35 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.70 | -1.82 |
| Martin ratioReturn relative to average drawdown | 2.10 | 6.94 | -4.84 |
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 | WELU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 2.15 | -1.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.31 | 1.52 | -0.20 |
Drawdowns
CBUV.DE vs. WELU.DE - Drawdown Comparison
The maximum CBUV.DE drawdown since its inception was -27.66%, roughly equal to the maximum WELU.DE drawdown of -28.67%. Use the drawdown chart below to compare losses from any high point for CBUV.DE and WELU.DE.
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Drawdown Indicators
| CBUV.DE | WELU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.66% | -28.67% | +1.01% |
Max Drawdown (1Y)Largest decline over 1 year | -20.30% | -16.26% | -4.04% |
Max Drawdown (3Y)Largest decline over 3 years | -27.66% | -28.67% | +1.01% |
Current DrawdownCurrent decline from peak | -4.31% | -2.65% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -4.74% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.59% | 6.35% | +2.24% |
Volatility
CBUV.DE vs. WELU.DE - Volatility Comparison
The current volatility for iShares Metaverse UCITS ETF USD (Acc) (CBUV.DE) is 4.51%, while Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE) has a volatility of 6.70%. This indicates that CBUV.DE experiences smaller price fluctuations and is considered to be less risky than WELU.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 | WELU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 6.70% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 14.75% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 20.41% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 22.28% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 22.28% | -2.02% |
CBUV.DE vs. WELU.DE - Expense Ratio Comparison
CBUV.DE has a 0.50% expense ratio, which is higher than WELU.DE's 0.18% expense ratio.
Dividends
CBUV.DE vs. WELU.DE - Dividend Comparison
Neither CBUV.DE nor WELU.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUV.DE and WELU.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, WELU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELU.DE is cheaper with a 0.18% expense ratio, compared with 0.50% for CBUV.DE.
CBUV.DE tracks STOXX Global Metaverse, while WELU.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.50% for CBUV.DE and 0.18% for WELU.DE.
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