CBUX.DE vs. AVWC.DE
CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) and AVWC.DE (Avantis Global Equity UCITS ETF USD Acc EUR) are both exchange-traded funds - CBUX.DE is a Utilities Equities fund tracking the FTSE Global Core Infrastructure Index, while AVWC.DE is a Global Equities fund actively managed by Avantis. CBUX.DE is passively managed, while AVWC.DE is actively managed. Over the past year, CBUX.DE returned 13.13% vs 28.71% for AVWC.DE. At a 0.42 correlation, their price movements are largely independent. CBUX.DE charges 0.65%/yr vs 0.22%/yr for AVWC.DE.
Performance
CBUX.DE vs. AVWC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUX.DE achieves a 10.28% return, which is significantly lower than AVWC.DE's 14.36% return.
CBUX.DE
- 1D
- -1.34%
- 1M
- -1.37%
- YTD
- 10.28%
- 6M
- 9.09%
- 1Y
- 13.13%
- 3Y*
- 8.47%
- 5Y*
- —
- 10Y*
- —
AVWC.DE
- 1D
- 0.15%
- 1M
- 3.18%
- YTD
- 14.36%
- 6M
- 14.88%
- 1Y
- 28.71%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUX.DE vs. AVWC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 10.28% | 0.69% | -0.80% |
AVWC.DE Avantis Global Equity UCITS ETF USD Acc EUR | 14.36% | 9.08% | 6.46% |
Correlation
The correlation between CBUX.DE and AVWC.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.42 |
The correlation between CBUX.DE and AVWC.DE shifts across timeframes, from 0.31 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CBUX.DE vs. AVWC.DE — Risk / Return Rank
CBUX.DE
AVWC.DE
CBUX.DE vs. AVWC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) and Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.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.
| CBUX.DE | AVWC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.49 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | 5.22 | -2.31 |
| Martin ratioReturn relative to average drawdown | 6.42 | 19.94 | -13.51 |
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
| CBUX.DE | AVWC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 2.58 | -1.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.24 | -0.64 |
Drawdowns
CBUX.DE vs. AVWC.DE - Drawdown Comparison
The maximum CBUX.DE drawdown since its inception was -14.94%, smaller than the maximum AVWC.DE drawdown of -21.65%. Use the drawdown chart below to compare losses from any high point for CBUX.DE and AVWC.DE.
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Drawdown Indicators
| CBUX.DE | AVWC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.94% | -21.65% | +6.71% |
Max Drawdown (1Y)Largest decline over 1 year | -4.22% | -5.49% | +1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -14.94% | — | — |
Current DrawdownCurrent decline from peak | -3.33% | 0.00% | -3.33% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -3.33% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 1.44% | +0.47% |
Volatility
CBUX.DE vs. AVWC.DE - Volatility Comparison
iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) has a higher volatility of 3.92% compared to Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.DE) at 2.89%. This indicates that CBUX.DE's price experiences larger fluctuations and is considered to be riskier than AVWC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUX.DE | AVWC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 2.89% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 7.84% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.36% | 11.09% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.93% | 14.91% | -2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.93% | 14.91% | -2.98% |
CBUX.DE vs. AVWC.DE - Expense Ratio Comparison
CBUX.DE has a 0.65% expense ratio, which is higher than AVWC.DE's 0.22% expense ratio.
Dividends
CBUX.DE vs. AVWC.DE - Dividend Comparison
Neither CBUX.DE nor AVWC.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUX.DE and AVWC.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVWC.DE is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVWC.DE is cheaper with a 0.22% expense ratio, compared with 0.65% for CBUX.DE.
CBUX.DE is categorized as Utilities Equities, while AVWC.DE is Global Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.65% for CBUX.DE and 0.22% for AVWC.DE.
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