DBXW.DE vs. CBUH.DE
DBXW.DE (Xtrackers MSCI World Swap UCITS ETF 1C) and CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) are both exchange-traded funds - DBXW.DE is a Global Equities fund tracking the MSCI World, while CBUH.DE is a Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, DBXW.DE returned 17.46%/yr vs 22.30%/yr for CBUH.DE. Their correlation of 0.90 suggests significant overlap in exposure. DBXW.DE charges 0.45%/yr vs 0.30%/yr for CBUH.DE.
Performance
DBXW.DE vs. CBUH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, DBXW.DE achieves a 10.90% return, which is significantly lower than CBUH.DE's 22.41% return.
DBXW.DE
- 1D
- -0.01%
- 1M
- 3.68%
- YTD
- 10.90%
- 6M
- 10.95%
- 1Y
- 23.66%
- 3Y*
- 17.46%
- 5Y*
- 12.79%
- 10Y*
- 12.75%
CBUH.DE
- 1D
- -0.51%
- 1M
- 3.26%
- YTD
- 22.41%
- 6M
- 23.42%
- 1Y
- 31.50%
- 3Y*
- 22.30%
- 5Y*
- —
- 10Y*
- —
DBXW.DE vs. CBUH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DBXW.DE Xtrackers MSCI World Swap UCITS ETF 1C | 10.90% | 7.77% | 25.74% | 20.10% | -13.86% | 4.76% |
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 22.41% | 7.97% | 28.91% | 13.46% | -17.00% | 0.41% |
Correlation
The correlation between DBXW.DE and CBUH.DE is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.90 |
The correlation between DBXW.DE and CBUH.DE has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.
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Return for Risk
DBXW.DE vs. CBUH.DE — Risk / Return Rank
DBXW.DE
CBUH.DE
DBXW.DE vs. CBUH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Swap UCITS ETF 1C (DBXW.DE) and iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.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.
| DBXW.DE | CBUH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.36 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 3.38 | +0.21 |
| Martin ratioReturn relative to average drawdown | 14.33 | 13.99 | +0.34 |
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
| DBXW.DE | CBUH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 1.99 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.64 | -0.15 |
Drawdowns
DBXW.DE vs. CBUH.DE - Drawdown Comparison
The maximum DBXW.DE drawdown since its inception was -53.36%, which is greater than CBUH.DE's maximum drawdown of -22.61%. Use the drawdown chart below to compare losses from any high point for DBXW.DE and CBUH.DE.
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Drawdown Indicators
| DBXW.DE | CBUH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.36% | -22.61% | -30.75% |
Max Drawdown (1Y)Largest decline over 1 year | -6.59% | -9.39% | +2.80% |
Max Drawdown (3Y)Largest decline over 3 years | -21.66% | -22.61% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -21.66% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.81% | — | — |
Current DrawdownCurrent decline from peak | -0.32% | -0.51% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -8.55% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 2.27% | -0.62% |
Volatility
DBXW.DE vs. CBUH.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World Swap UCITS ETF 1C (DBXW.DE) is 2.60%, while iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) has a volatility of 4.80%. This indicates that DBXW.DE experiences smaller price fluctuations and is considered to be less risky than CBUH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DBXW.DE | CBUH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 4.80% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | 13.32% | -5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.09% | 15.96% | -4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.02% | 16.91% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.54% | 16.91% | -1.37% |
DBXW.DE vs. CBUH.DE - Expense Ratio Comparison
DBXW.DE has a 0.45% expense ratio, which is higher than CBUH.DE's 0.30% expense ratio.
Dividends
DBXW.DE vs. CBUH.DE - Dividend Comparison
Neither DBXW.DE nor CBUH.DE has paid dividends to shareholders.
Frequently Asked Questions
DBXW.DE and CBUH.DE have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUH.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUH.DE is cheaper with a 0.30% expense ratio, compared with 0.45% for DBXW.DE.
DBXW.DE is categorized as Global Equities, while CBUH.DE is Momentum. DBXW.DE tracks MSCI World, while CBUH.DE tracks MSCI World Momentum ESG Reduced Carbon Target Select. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.45% for DBXW.DE and 0.30% for CBUH.DE.
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