CRBN vs. SPFFX
Compare and contrast key facts about iShares MSCI ACWI Low Carbon Target ETF (CRBN) and Sphere 500 Fossil Free Fund (SPFFX).
CRBN is a passively managed fund by iShares that tracks the performance of the MSCI ACWI Low Carbon Target Index. It was launched on Dec 8, 2014. SPFFX is managed by Reflection Asset Management. It was launched on Oct 3, 2021.
Performance
CRBN vs. SPFFX - Performance Comparison
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CRBN vs. SPFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CRBN iShares MSCI ACWI Low Carbon Target ETF | -2.35% | 21.85% | 19.29% | 22.31% | -19.12% | 6.63% |
SPFFX Sphere 500 Fossil Free Fund | -6.37% | 18.12% | 25.13% | 29.48% | -20.03% | 9.04% |
Returns By Period
In the year-to-date period, CRBN achieves a -2.35% return, which is significantly higher than SPFFX's -6.37% return.
CRBN
- 1D
- 1.04%
- 1M
- -5.04%
- YTD
- -2.35%
- 6M
- 0.26%
- 1Y
- 20.18%
- 3Y*
- 17.48%
- 5Y*
- 9.47%
- 10Y*
- 11.60%
SPFFX
- 1D
- 3.20%
- 1M
- -5.41%
- YTD
- -6.37%
- 6M
- -4.47%
- 1Y
- 16.14%
- 3Y*
- 18.33%
- 5Y*
- —
- 10Y*
- —
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CRBN vs. SPFFX - Expense Ratio Comparison
CRBN has a 0.20% expense ratio, which is higher than SPFFX's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
CRBN vs. SPFFX — Risk / Return Rank
CRBN
SPFFX
CRBN vs. SPFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI Low Carbon Target ETF (CRBN) and Sphere 500 Fossil Free Fund (SPFFX). 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.
| CRBN | SPFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.86 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.35 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.41 | +0.35 |
Martin ratioReturn relative to average drawdown | 7.87 | 5.92 | +1.95 |
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
| CRBN | SPFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.86 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.61 | +0.02 |
Correlation
The correlation between CRBN and SPFFX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CRBN vs. SPFFX - Dividend Comparison
CRBN's dividend yield for the trailing twelve months is around 2.26%, less than SPFFX's 7.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRBN iShares MSCI ACWI Low Carbon Target ETF | 2.26% | 2.21% | 1.94% | 2.01% | 1.95% | 1.57% | 1.41% | 2.27% | 2.51% | 2.05% | 2.27% | 2.01% |
SPFFX Sphere 500 Fossil Free Fund | 7.26% | 6.80% | 1.06% | 1.32% | 0.73% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CRBN vs. SPFFX - Drawdown Comparison
The maximum CRBN drawdown since its inception was -33.13%, which is greater than SPFFX's maximum drawdown of -25.11%. Use the drawdown chart below to compare losses from any high point for CRBN and SPFFX.
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Drawdown Indicators
| CRBN | SPFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.13% | -25.11% | -8.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -12.14% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -27.04% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.13% | — | — |
Current DrawdownCurrent decline from peak | -6.41% | -7.89% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -6.60% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.90% | -0.30% |
Volatility
CRBN vs. SPFFX - Volatility Comparison
iShares MSCI ACWI Low Carbon Target ETF (CRBN) has a higher volatility of 6.62% compared to Sphere 500 Fossil Free Fund (SPFFX) at 5.90%. This indicates that CRBN's price experiences larger fluctuations and is considered to be riskier than SPFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRBN | SPFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 5.90% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 10.56% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 19.36% | -1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 17.29% | -1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.87% | 17.29% | -0.42% |