FLPE.DE vs. CBUI.DE
FLPE.DE (FlexShares Listed Private Equity UCITS ETF USD Accumulating) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - FLPE.DE tracks the Foxberry Listed Private Equity SDG Screened Index while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, FLPE.DE returned 11.39%/yr vs 21.76%/yr for CBUI.DE. A 0.74 correlation means they provide meaningful diversification when combined. FLPE.DE charges 0.40%/yr vs 0.30%/yr for CBUI.DE.
Performance
FLPE.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, FLPE.DE achieves a -15.73% return, which is significantly lower than CBUI.DE's 20.05% return.
FLPE.DE
- 1D
- 3.44%
- 1M
- -1.04%
- YTD
- -15.73%
- 6M
- -13.02%
- 1Y
- -12.25%
- 3Y*
- 11.39%
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
FLPE.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FLPE.DE FlexShares Listed Private Equity UCITS ETF USD Accumulating | -15.73% | -5.26% | 36.56% | 38.12% | -9.04% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -2.25% |
Correlation
The correlation between FLPE.DE and CBUI.DE is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2022 | 0.74 |
The correlation between FLPE.DE and CBUI.DE has been stable across timeframes, ranging from 0.67 to 0.74 - a consistent structural relationship.
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Return for Risk
FLPE.DE vs. CBUI.DE — Risk / Return Rank
FLPE.DE
CBUI.DE
FLPE.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Listed Private Equity UCITS ETF USD Accumulating (FLPE.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.
| FLPE.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.96 | ||
| Sortino ratioReturn per unit of downside risk | -5.38 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.60 | -0.68 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 6.92 | -7.36 |
| Martin ratioReturn relative to average drawdown | -0.90 | 26.41 | -27.31 |
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
| FLPE.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | 3.41 | -3.96 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.05 | -0.73 |
Drawdowns
FLPE.DE vs. CBUI.DE - Drawdown Comparison
The maximum FLPE.DE drawdown since its inception was -32.40%, which is greater than CBUI.DE's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for FLPE.DE and CBUI.DE.
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Drawdown Indicators
| FLPE.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.40% | -19.48% | -12.92% |
Max Drawdown (1Y)Largest decline over 1 year | -28.14% | -6.34% | -21.80% |
Max Drawdown (3Y)Largest decline over 3 years | -32.40% | -19.48% | -12.92% |
Current DrawdownCurrent decline from peak | -25.84% | -0.22% | -25.62% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -3.23% | -6.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.63% | 1.67% | +11.96% |
Volatility
FLPE.DE vs. CBUI.DE - Volatility Comparison
FlexShares Listed Private Equity UCITS ETF USD Accumulating (FLPE.DE) has a higher volatility of 6.82% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 3.73%. This indicates that FLPE.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
| FLPE.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.82% | 3.73% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 17.67% | 9.76% | +7.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 12.88% | +9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.83% | 14.21% | +9.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.83% | 14.21% | +9.62% |
FLPE.DE vs. CBUI.DE - Expense Ratio Comparison
FLPE.DE has a 0.40% expense ratio, which is higher than CBUI.DE's 0.30% expense ratio.
Dividends
FLPE.DE vs. CBUI.DE - Dividend Comparison
Neither FLPE.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
FLPE.DE and CBUI.DE have a correlation of 0.67, 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 0.40% for FLPE.DE.
FLPE.DE tracks Foxberry Listed Private Equity SDG Screened Index, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: FlexShares and iShares. Their fees differ too: 0.40% for FLPE.DE and 0.30% for CBUI.DE.
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