H41C.DE vs. CBUI.DE
H41C.DE (HSBC Developed World Sustainable Equity UCITS ETF USD) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - H41C.DE tracks the FTSE Developed ESG Low Carbon Select while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, H41C.DE returned 17.63%/yr vs 21.76%/yr for CBUI.DE. Their correlation of 0.89 suggests significant overlap in exposure. H41C.DE charges 0.18%/yr vs 0.30%/yr for CBUI.DE.
Performance
H41C.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, H41C.DE achieves a 14.28% return, which is significantly lower than CBUI.DE's 20.05% return.
H41C.DE
- 1D
- 0.27%
- 1M
- 7.53%
- YTD
- 14.28%
- 6M
- 16.44%
- 1Y
- 29.03%
- 3Y*
- 17.63%
- 5Y*
- 12.71%
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
H41C.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
H41C.DE HSBC Developed World Sustainable Equity UCITS ETF USD | 14.28% | 10.36% | 21.66% | 16.26% | -12.60% | 5.61% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -6.30% | 6.27% |
Correlation
The correlation between H41C.DE and CBUI.DE is 0.82, 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 | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.89 |
The correlation between H41C.DE and CBUI.DE has been stable across timeframes, ranging from 0.82 to 0.89 - a consistent structural relationship.
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Return for Risk
H41C.DE vs. CBUI.DE — Risk / Return Rank
H41C.DE
CBUI.DE
H41C.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Developed World Sustainable Equity UCITS ETF USD (H41C.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.
| H41C.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.60 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 4.90 | 6.92 | -2.02 |
| Martin ratioReturn relative to average drawdown | 19.75 | 26.41 | -6.67 |
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
| H41C.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.74 | 3.41 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 1.05 | +0.08 |
Drawdowns
H41C.DE vs. CBUI.DE - Drawdown Comparison
The maximum H41C.DE drawdown since its inception was -20.76%, 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 H41C.DE and CBUI.DE.
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Drawdown Indicators
| H41C.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.76% | -19.48% | -1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -6.34% | +0.44% |
Max Drawdown (3Y)Largest decline over 3 years | -20.76% | -19.48% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -20.76% | — | — |
Current DrawdownCurrent decline from peak | -0.14% | -0.22% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -3.23% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 1.67% | -0.20% |
Volatility
H41C.DE vs. CBUI.DE - Volatility Comparison
The current volatility for HSBC Developed World Sustainable Equity UCITS ETF USD (H41C.DE) is 3.01%, while iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a volatility of 3.73%. This indicates that H41C.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
| H41C.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | 3.73% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 9.76% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.55% | 12.88% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.29% | 14.21% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 14.21% | -0.86% |
H41C.DE vs. CBUI.DE - Expense Ratio Comparison
H41C.DE has a 0.18% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
H41C.DE vs. CBUI.DE - Dividend Comparison
Neither H41C.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
H41C.DE and CBUI.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, H41C.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H41C.DE is cheaper with a 0.18% expense ratio, compared with 0.30% for CBUI.DE.
H41C.DE tracks FTSE Developed ESG Low Carbon Select, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: HSBC and iShares. Their fees differ too: 0.18% for H41C.DE and 0.30% for CBUI.DE.
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