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CBUX.DE vs. LUTL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBUX.DE vs. LUTL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) and Lyxor STOXX Europe 600 Utilities UCITS ETF Dist (LUTL.DE). The values are adjusted to include any dividend payments, if applicable.

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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 LUTL.DE's 12.51% return.


CBUX.DE

1D
-1.34%
1M
-2.15%
YTD
10.28%
6M
8.97%
1Y
12.32%
3Y*
8.47%
5Y*
10Y*

LUTL.DE

1D
-0.22%
1M
-3.04%
YTD
12.51%
6M
13.83%
1Y
26.12%
3Y*
15.07%
5Y*
10.91%
10Y*
10.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBUX.DE vs. LUTL.DE - Yearly Performance Comparison


2026 (YTD)202520242023
CBUX.DE
iShares Global Infrastructure UCITS ETF USD (Acc)
10.28%0.69%14.63%-1.37%
LUTL.DE
Lyxor STOXX Europe 600 Utilities UCITS ETF Dist
12.51%33.57%1.46%5.21%

Correlation

The correlation between CBUX.DE and LUTL.DE is 0.50, 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

0.50

Correlation (3Y)
Calculated over the trailing 3-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Feb 28, 2023

0.50

The correlation between CBUX.DE and LUTL.DE has been stable across timeframes, ranging from 0.50 to 0.50 - a consistent structural relationship.

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Return for Risk

CBUX.DE vs. LUTL.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBUX.DE
CBUX.DE Risk / Return Rank: 4040
Overall Rank
CBUX.DE Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CBUX.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
CBUX.DE Omega Ratio Rank: 3131
Omega Ratio Rank
CBUX.DE Calmar Ratio Rank: 5959
Calmar Ratio Rank
CBUX.DE Martin Ratio Rank: 4141
Martin Ratio Rank

LUTL.DE
LUTL.DE Risk / Return Rank: 5656
Overall Rank
LUTL.DE Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
LUTL.DE Sortino Ratio Rank: 4747
Sortino Ratio Rank
LUTL.DE Omega Ratio Rank: 5151
Omega Ratio Rank
LUTL.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
LUTL.DE Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBUX.DE vs. LUTL.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 Lyxor STOXX Europe 600 Utilities UCITS ETF Dist (LUTL.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.DELUTL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.57

Sortino ratioReturn per unit of downside risk

-0.56

Omega ratioGain probability vs. loss probability

1.20

1.32

-0.11

Calmar ratioReturn relative to maximum drawdown

2.91

3.57

-0.66

Martin ratioReturn relative to average drawdown

6.42

9.96

-3.54

CBUX.DE vs. LUTL.DE - Sharpe Ratio Comparison

The current CBUX.DE Sharpe Ratio is 1.18, which is lower than the LUTL.DE Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of CBUX.DE and LUTL.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CBUX.DELUTL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

1.75

-0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.30

+0.30

Drawdowns

CBUX.DE vs. LUTL.DE - Drawdown Comparison

The maximum CBUX.DE drawdown since its inception was -14.94%, smaller than the maximum LUTL.DE drawdown of -36.55%. Use the drawdown chart below to compare losses from any high point for CBUX.DE and LUTL.DE.


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Drawdown Indicators


CBUX.DELUTL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-14.94%

-36.55%

+21.61%

Max Drawdown (1Y)

Largest decline over 1 year

-4.22%

-7.29%

+3.07%

Max Drawdown (3Y)

Largest decline over 3 years

-14.94%

-13.84%

-1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-22.70%

Max Drawdown (10Y)

Largest decline over 10 years

-33.03%

Current Drawdown

Current decline from peak

-3.33%

-5.26%

+1.93%

Average Drawdown

Average peak-to-trough decline

-3.81%

-9.76%

+5.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

2.62%

-0.71%

Volatility

CBUX.DE vs. LUTL.DE - Volatility Comparison

The current volatility for iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) is 3.92%, while Lyxor STOXX Europe 600 Utilities UCITS ETF Dist (LUTL.DE) has a volatility of 5.83%. This indicates that CBUX.DE experiences smaller price fluctuations and is considered to be less risky than LUTL.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.DELUTL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.92%

5.83%

-1.91%

Volatility (6M)

Calculated over the trailing 6-month period

8.63%

12.85%

-4.22%

Volatility (1Y)

Calculated over the trailing 1-year period

10.36%

14.86%

-4.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.93%

16.19%

-4.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.93%

17.13%

-5.20%

CBUX.DE vs. LUTL.DE - Expense Ratio Comparison

CBUX.DE has a 0.65% expense ratio, which is higher than LUTL.DE's 0.30% expense ratio.


Dividends

CBUX.DE vs. LUTL.DE - Dividend Comparison

CBUX.DE has not paid dividends to shareholders, while LUTL.DE's dividend yield for the trailing twelve months is around 3.42%.


PositionTTM202520242023202220212020201920182017
CBUX.DE
iShares Global Infrastructure UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LUTL.DE
Lyxor STOXX Europe 600 Utilities UCITS ETF Dist
3.42%3.85%5.40%0.00%4.30%3.61%3.16%3.63%4.15%0.52%

Frequently Asked Questions


CBUX.DE and LUTL.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LUTL.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LUTL.DE is cheaper with a 0.30% expense ratio, compared with 0.65% for CBUX.DE.

CBUX.DE tracks FTSE Global Core Infrastructure Index, while LUTL.DE tracks STOXX® Europe 600 Utilities. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.65% for CBUX.DE and 0.30% for LUTL.DE.

Portfolio Optimizer

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