CBUX.DE vs. DEGC.DE
CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) and DEGC.DE (Dimensional Global Core Equity UCITS ETF USD (Acc)) are both exchange-traded funds - CBUX.DE is a Utilities Equities fund tracking the FTSE Global Core Infrastructure Index, while DEGC.DE is a Global Equities fund actively managed by Dimensional. CBUX.DE is passively managed, while DEGC.DE is actively managed. At a 0.28 correlation, their price movements are largely independent. CBUX.DE charges 0.65%/yr vs 0.26%/yr for DEGC.DE.
Performance
CBUX.DE vs. DEGC.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 DEGC.DE's 11.44% return.
CBUX.DE
- 1D
- -1.34%
- 1M
- -2.15%
- YTD
- 10.28%
- 6M
- 8.97%
- 1Y
- 12.32%
- 3Y*
- 8.47%
- 5Y*
- —
- 10Y*
- —
DEGC.DE
- 1D
- 0.20%
- 1M
- 4.27%
- YTD
- 11.44%
- 6M
- 11.54%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUX.DE vs. DEGC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 10.28% | -1.76% |
DEGC.DE Dimensional Global Core Equity UCITS ETF USD (Acc) | 11.44% | 2.00% |
Correlation
The correlation between CBUX.DE and DEGC.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.28 |
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Return for Risk
CBUX.DE vs. DEGC.DE — Risk / Return Rank
CBUX.DE
DEGC.DE
CBUX.DE vs. DEGC.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 Dimensional Global Core Equity UCITS ETF USD (Acc) (DEGC.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 | DEGC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | — | — |
| Martin ratioReturn relative to average drawdown | 6.42 | — | — |
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 | DEGC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 2.82 | -2.22 |
Drawdowns
CBUX.DE vs. DEGC.DE - Drawdown Comparison
The maximum CBUX.DE drawdown since its inception was -14.94%, which is greater than DEGC.DE's maximum drawdown of -5.49%. Use the drawdown chart below to compare losses from any high point for CBUX.DE and DEGC.DE.
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Drawdown Indicators
| CBUX.DE | DEGC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.94% | -5.49% | -9.45% |
Max Drawdown (1Y)Largest decline over 1 year | -4.22% | — | — |
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% | -1.06% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | — | — |
Volatility
CBUX.DE vs. DEGC.DE - Volatility Comparison
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Volatility by Period
| CBUX.DE | DEGC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.36% | 9.55% | +0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.93% | 9.55% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.93% | 9.55% | +2.38% |
CBUX.DE vs. DEGC.DE - Expense Ratio Comparison
CBUX.DE has a 0.65% expense ratio, which is higher than DEGC.DE's 0.26% expense ratio.
Dividends
CBUX.DE vs. DEGC.DE - Dividend Comparison
Neither CBUX.DE nor DEGC.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUX.DE and DEGC.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DEGC.DE is cheaper at 0.26% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DEGC.DE is cheaper with a 0.26% expense ratio, compared with 0.65% for CBUX.DE.
CBUX.DE is categorized as Utilities Equities, while DEGC.DE is Global Equities. They also come from different issuers: iShares and Dimensional. Their fees differ too: 0.65% for CBUX.DE and 0.26% for DEGC.DE.
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