PortfoliosLab logoPortfoliosLab logo
IQQI.DE vs. CBUX.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IQQI.DE vs. CBUX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Global Infrastructure UCITS ETF (IQQI.DE) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both stocks are quite close, with IQQI.DE having a 10.36% return and CBUX.DE slightly lower at 10.28%.


IQQI.DE

1D
-1.37%
1M
-1.18%
YTD
10.36%
6M
9.16%
1Y
13.12%
3Y*
8.46%
5Y*
6.76%
10Y*
6.89%

CBUX.DE

1D
-1.34%
1M
-1.37%
YTD
10.28%
6M
9.09%
1Y
13.13%
3Y*
8.47%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IQQI.DE vs. CBUX.DE - Yearly Performance Comparison


2026 (YTD)202520242023
IQQI.DE
iShares Global Infrastructure UCITS ETF
10.36%0.54%14.51%-1.23%
CBUX.DE
iShares Global Infrastructure UCITS ETF USD (Acc)
10.28%0.69%14.63%-1.37%

Correlation

The correlation between IQQI.DE and CBUX.DE is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Feb 28, 2023

0.98

The correlation between IQQI.DE and CBUX.DE has been stable across timeframes, ranging from 0.95 to 0.98 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IQQI.DE vs. CBUX.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IQQI.DE
IQQI.DE Risk / Return Rank: 3838
Overall Rank
IQQI.DE Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
IQQI.DE Sortino Ratio Rank: 3434
Sortino Ratio Rank
IQQI.DE Omega Ratio Rank: 3030
Omega Ratio Rank
IQQI.DE Calmar Ratio Rank: 5252
Calmar Ratio Rank
IQQI.DE Martin Ratio Rank: 3939
Martin Ratio Rank

CBUX.DE
CBUX.DE Risk / Return Rank: 4040
Overall Rank
CBUX.DE Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CBUX.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
CBUX.DE Omega Ratio Rank: 3131
Omega Ratio Rank
CBUX.DE Calmar Ratio Rank: 5959
Calmar Ratio Rank
CBUX.DE Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IQQI.DE vs. CBUX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure UCITS ETF (IQQI.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.


IQQI.DECBUX.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.20

1.20

0.00

Calmar ratioReturn relative to maximum drawdown

2.55

2.91

-0.36

Martin ratioReturn relative to average drawdown

6.21

6.42

-0.21

IQQI.DE vs. CBUX.DE - Sharpe Ratio Comparison

The current IQQI.DE Sharpe Ratio is 1.17, which is comparable to the CBUX.DE Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of IQQI.DE and CBUX.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


IQQI.DECBUX.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.18

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.60

-0.27

Drawdowns

IQQI.DE vs. CBUX.DE - Drawdown Comparison

The maximum IQQI.DE drawdown since its inception was -42.25%, 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 IQQI.DE and CBUX.DE.


Loading charts...

Drawdown Indicators


IQQI.DECBUX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-42.25%

-14.94%

-27.31%

Max Drawdown (1Y)

Largest decline over 1 year

-4.81%

-4.22%

-0.59%

Max Drawdown (3Y)

Largest decline over 3 years

-14.76%

-14.94%

+0.18%

Max Drawdown (5Y)

Largest decline over 5 years

-24.81%

Max Drawdown (10Y)

Largest decline over 10 years

-34.15%

Current Drawdown

Current decline from peak

-3.21%

-3.33%

+0.12%

Average Drawdown

Average peak-to-trough decline

-11.06%

-3.81%

-7.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.98%

1.91%

+0.07%

Volatility

IQQI.DE vs. CBUX.DE - Volatility Comparison

iShares Global Infrastructure UCITS ETF (IQQI.DE) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) have volatilities of 3.88% and 3.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IQQI.DECBUX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.88%

3.92%

-0.04%

Volatility (6M)

Calculated over the trailing 6-month period

8.71%

8.63%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

10.48%

10.36%

+0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.70%

11.93%

+0.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.23%

11.93%

+2.30%

IQQI.DE vs. CBUX.DE - Expense Ratio Comparison

Both IQQI.DE and CBUX.DE have an expense ratio of 0.65%.


Dividends

IQQI.DE vs. CBUX.DE - Dividend Comparison

IQQI.DE's dividend yield for the trailing twelve months is around 2.09%, while CBUX.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
IQQI.DE
iShares Global Infrastructure UCITS ETF
2.09%2.30%2.28%2.42%2.14%1.85%2.25%2.05%2.30%2.76%2.64%3.14%

Frequently Asked Questions


With a correlation of 0.95, IQQI.DE and CBUX.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Both ETFs have the same 0.65% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IQQI.DE and CBUX.DE have the same expense ratio: 0.65% per year.

IQQI.DE is categorized as Global Equities, while CBUX.DE is Utilities Equities. Both ETFs track FTSE Global Core Infrastructure Index.

Portfolio Optimizer

Find the right allocation for IQQI.DE and CBUX.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer