GERD.DE vs. CBUI.DE
GERD.DE (L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - GERD.DE tracks the Solactive Gerd Kommer Multifactor Equity while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past year, GERD.DE returned 26.06% vs 44.12% for CBUI.DE. A 0.79 correlation means they provide meaningful diversification when combined. GERD.DE charges 0.50%/yr vs 0.30%/yr for CBUI.DE.
Performance
GERD.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, GERD.DE achieves a 14.41% return, which is significantly lower than CBUI.DE's 20.05% return.
GERD.DE
- 1D
- -0.18%
- 1M
- 5.63%
- YTD
- 14.41%
- 6M
- 15.59%
- 1Y
- 26.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
GERD.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 14.41% | 10.26% | 18.54% | 7.85% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 8.98% |
Correlation
The correlation between GERD.DE and CBUI.DE is 0.72, 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 | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2023 | 0.79 |
The correlation between GERD.DE and CBUI.DE has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.
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Return for Risk
GERD.DE vs. CBUI.DE — Risk / Return Rank
GERD.DE
CBUI.DE
GERD.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.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.
| GERD.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.60 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.92 | 6.92 | -3.00 |
| Martin ratioReturn relative to average drawdown | 15.42 | 26.41 | -11.00 |
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
| GERD.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.18 | 3.41 | -1.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.35 | 1.05 | +0.30 |
Drawdowns
GERD.DE vs. CBUI.DE - Drawdown Comparison
The maximum GERD.DE drawdown since its inception was -19.22%, roughly equal to the maximum CBUI.DE drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for GERD.DE and CBUI.DE.
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Drawdown Indicators
| GERD.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.22% | -19.48% | +0.26% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -6.34% | -0.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.48% | — |
Current DrawdownCurrent decline from peak | -0.19% | -0.22% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -3.23% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 1.67% | +0.02% |
Volatility
GERD.DE vs. CBUI.DE - Volatility Comparison
The current volatility for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) is 3.18%, while iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a volatility of 3.73%. This indicates that GERD.DE experiences smaller price fluctuations and is considered to be less risky 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
| GERD.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 3.73% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 8.49% | 9.76% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.92% | 12.88% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.95% | 14.21% | -1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.95% | 14.21% | -1.26% |
GERD.DE vs. CBUI.DE - Expense Ratio Comparison
GERD.DE has a 0.50% expense ratio, which is higher than CBUI.DE's 0.30% expense ratio.
Dividends
GERD.DE vs. CBUI.DE - Dividend Comparison
Neither GERD.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
GERD.DE and CBUI.DE have a correlation of 0.72, 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 0.50% for GERD.DE.
GERD.DE tracks Solactive Gerd Kommer Multifactor Equity, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: LGIM Managers (Europe) Limited and iShares. Their fees differ too: 0.50% for GERD.DE and 0.30% for CBUI.DE.
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