IS3T.DE vs. CBUH.DE
IS3T.DE (iShares Edge MSCI World Size Factor UCITS ETF) and CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) are both exchange-traded funds - IS3T.DE is a Global Equities fund tracking the MSCI World Mid Cap Equal Weighted, while CBUH.DE is a Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, IS3T.DE returned 11.56%/yr vs 22.30%/yr for CBUH.DE. A 0.77 correlation means they provide meaningful diversification when combined. Both charge a 0.30% expense ratio.
Performance
IS3T.DE vs. CBUH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3T.DE achieves a 6.98% return, which is significantly lower than CBUH.DE's 22.41% return.
IS3T.DE
- 1D
- 0.30%
- 1M
- 0.74%
- YTD
- 6.98%
- 6M
- 8.06%
- 1Y
- 15.24%
- 3Y*
- 11.56%
- 5Y*
- 6.43%
- 10Y*
- 7.96%
CBUH.DE
- 1D
- -0.51%
- 1M
- 3.26%
- YTD
- 22.41%
- 6M
- 23.42%
- 1Y
- 31.50%
- 3Y*
- 22.30%
- 5Y*
- —
- 10Y*
- —
IS3T.DE vs. CBUH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 6.98% | 8.66% | 11.91% | 12.19% | -13.42% | 1.24% |
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 22.41% | 7.97% | 28.91% | 13.46% | -17.00% | 0.41% |
Correlation
The correlation between IS3T.DE and CBUH.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.77 |
The correlation between IS3T.DE and CBUH.DE shifts across timeframes, from 0.62 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3T.DE vs. CBUH.DE — Risk / Return Rank
IS3T.DE
CBUH.DE
IS3T.DE vs. CBUH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.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.
| IS3T.DE | CBUH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.36 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.38 | -1.23 |
| Martin ratioReturn relative to average drawdown | 8.02 | 13.99 | -5.97 |
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
| IS3T.DE | CBUH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.99 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.64 | -0.11 |
Drawdowns
IS3T.DE vs. CBUH.DE - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.87%, which is greater than CBUH.DE's maximum drawdown of -22.61%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and CBUH.DE.
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Drawdown Indicators
| IS3T.DE | CBUH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.87% | -22.61% | -14.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -9.39% | +2.30% |
Max Drawdown (3Y)Largest decline over 3 years | -18.61% | -22.61% | +4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -18.61% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.87% | — | — |
Current DrawdownCurrent decline from peak | -0.59% | -0.51% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -8.55% | +2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 2.27% | -0.37% |
Volatility
IS3T.DE vs. CBUH.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) is 2.77%, while iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) has a volatility of 4.80%. This indicates that IS3T.DE experiences smaller price fluctuations and is considered to be less risky than CBUH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3T.DE | CBUH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 4.80% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 13.32% | -4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 15.96% | -4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 16.91% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.25% | 16.91% | -1.66% |
IS3T.DE vs. CBUH.DE - Expense Ratio Comparison
Both IS3T.DE and CBUH.DE have an expense ratio of 0.30%.
Dividends
IS3T.DE vs. CBUH.DE - Dividend Comparison
Neither IS3T.DE nor CBUH.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3T.DE and CBUH.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IS3T.DE and CBUH.DE have the same expense ratio: 0.30% per year.
IS3T.DE is categorized as Global Equities, while CBUH.DE is Momentum. IS3T.DE tracks MSCI World Mid Cap Equal Weighted, while CBUH.DE tracks MSCI World Momentum ESG Reduced Carbon Target Select.
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