ELCR.DE vs. CBUI.DE
ELCR.DE (Amundi MSCI Smart Mobility UCITS ETF (Acc)) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - ELCR.DE tracks the MSCI ACWI IMI Future Mobility ESG Filtered Index while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, ELCR.DE returned 12.52%/yr vs 21.30%/yr for CBUI.DE. A 0.70 correlation means they provide meaningful diversification when combined. ELCR.DE charges 0.45%/yr vs 0.30%/yr for CBUI.DE.
Performance
ELCR.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ELCR.DE achieves a 15.74% return, which is significantly lower than CBUI.DE's 20.99% return.
ELCR.DE
- 1D
- 0.82%
- 1M
- -3.45%
- 6M
- 15.07%
- YTD
- 15.74%
- 1Y
- 38.26%
- 3Y*
- 12.52%
- 5Y*
- 7.10%
- 10Y*
- —
CBUI.DE
- 1D
- 0.73%
- 1M
- 1.10%
- 6M
- 20.12%
- YTD
- 20.99%
- 1Y
- 41.88%
- 3Y*
- 21.30%
- 5Y*
- —
- 10Y*
- —
ELCR.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ELCR.DE Amundi MSCI Smart Mobility UCITS ETF (Acc) | 15.74% | 15.42% | 20.30% | 11.10% | -32.41% | 5.08% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.99% | 20.99% | 13.86% | 15.81% | -6.11% | 7.26% |
Correlation
The correlation between ELCR.DE and CBUI.DE is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.70 |
The correlation between ELCR.DE and CBUI.DE has been stable across timeframes, ranging from 0.66 to 0.70 - a consistent structural relationship.
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Return for Risk
ELCR.DE vs. CBUI.DE — Risk / Return Rank
ELCR.DE
CBUI.DE
ELCR.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Smart Mobility UCITS ETF (Acc) (ELCR.DE) and iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ELCR.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.56 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 6.62 | -3.29 |
| Martin ratioReturn relative to average drawdown | 8.37 | 25.36 | -16.99 |
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Drawdowns
ELCR.DE vs. CBUI.DE - Drawdown Comparison
The maximum ELCR.DE drawdown since its inception was -39.74%, which is greater than CBUI.DE's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for ELCR.DE and CBUI.DE.
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Drawdown Indicators
| ELCR.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.74% | -19.51% | -20.23% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -6.29% | -5.13% |
Max Drawdown (3Y)Largest decline over 3 years | -29.51% | -19.51% | -10.00% |
Max Drawdown (5Y)Largest decline over 5 years | -39.74% | — | — |
Current DrawdownCurrent decline from peak | -4.74% | -0.12% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -17.22% | -3.18% | -14.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 1.65% | +2.91% |
Volatility
ELCR.DE vs. CBUI.DE - Volatility Comparison
Amundi MSCI Smart Mobility UCITS ETF (Acc) (ELCR.DE) has a higher volatility of 9.99% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 3.33%. This indicates that ELCR.DE's price experiences larger fluctuations and is considered to be riskier than CBUI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ELCR.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.99% | 3.33% | +6.66% |
Volatility (6M)Calculated over the trailing 6-month period | 17.36% | 9.91% | +7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.57% | 13.05% | +9.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.19% | 14.17% | +11.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.55% | 14.17% | +11.38% |
ELCR.DE vs. CBUI.DE - Expense Ratio Comparison
ELCR.DE has a 0.45% expense ratio, which is higher than CBUI.DE's 0.30% expense ratio.
Dividends
ELCR.DE vs. CBUI.DE - Dividend Comparison
Neither ELCR.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
ELCR.DE and CBUI.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUI.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUI.DE is cheaper with a 0.30% expense ratio, compared with 0.45% for ELCR.DE.
ELCR.DE tracks MSCI ACWI IMI Future Mobility ESG Filtered Index, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.45% for ELCR.DE and 0.30% for CBUI.DE.
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