EXH9.DE vs. CBUX.DE
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) are both Utilities Equities funds from iShares - EXH9.DE tracks the STOXX® Europe 600 Utilities while CBUX.DE tracks the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 3 years, EXH9.DE returned 16.47%/yr vs 8.47%/yr for CBUX.DE. A 0.51 correlation means they provide meaningful diversification when combined. EXH9.DE charges 0.47%/yr vs 0.65%/yr for CBUX.DE.
Performance
EXH9.DE vs. CBUX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH9.DE achieves a 12.41% return, which is significantly higher than CBUX.DE's 10.28% return.
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
CBUX.DE
- 1D
- -1.34%
- 1M
- -2.15%
- YTD
- 10.28%
- 6M
- 8.97%
- 1Y
- 12.32%
- 3Y*
- 8.47%
- 5Y*
- —
- 10Y*
- —
EXH9.DE vs. CBUX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 9.25% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 10.28% | 0.69% | 14.63% | -1.37% |
Correlation
The correlation between EXH9.DE and CBUX.DE is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2023 | 0.51 |
The correlation between EXH9.DE and CBUX.DE has been stable across timeframes, ranging from 0.51 to 0.53 - a consistent structural relationship.
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Return for Risk
EXH9.DE vs. CBUX.DE — Risk / Return Rank
EXH9.DE
CBUX.DE
EXH9.DE vs. CBUX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.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.
| EXH9.DE | CBUX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.20 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 2.91 | +0.54 |
| Martin ratioReturn relative to average drawdown | 9.54 | 6.42 | +3.12 |
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
| EXH9.DE | CBUX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.18 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.60 | -0.18 |
Drawdowns
EXH9.DE vs. CBUX.DE - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, which is greater than CBUX.DE's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and CBUX.DE.
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Drawdown Indicators
| EXH9.DE | CBUX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -14.94% | -36.39% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -4.22% | -3.23% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -14.94% | +1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.21% | — | — |
Current DrawdownCurrent decline from peak | -5.32% | -3.33% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -3.81% | -12.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 1.91% | +0.78% |
Volatility
EXH9.DE vs. CBUX.DE - Volatility Comparison
iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a higher volatility of 5.89% compared to iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) at 3.92%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than CBUX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH9.DE | CBUX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 3.92% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 8.63% | +4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 10.36% | +4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 11.93% | +4.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 11.93% | +5.10% |
EXH9.DE vs. CBUX.DE - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.
Dividends
EXH9.DE vs. CBUX.DE - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, while CBUX.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
Frequently Asked Questions
EXH9.DE and CBUX.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXH9.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXH9.DE is cheaper with a 0.47% expense ratio, compared with 0.65% for CBUX.DE.
EXH9.DE tracks STOXX® Europe 600 Utilities, while CBUX.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.47% for EXH9.DE and 0.65% for CBUX.DE.
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