IUHC.L vs. CBUF.DE
IUHC.L (iShares S&P 500 Health Care Sector UCITS ETF USD (Acc)) and CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) are both Health & Biotech Equities funds from iShares - IUHC.L tracks the S&P 500 Capped 35/20 Health Care Index while CBUF.DE tracks the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. Both are passively managed. Over the past 5 years, IUHC.L returned 5.75%/yr vs 3.69%/yr for CBUF.DE. Their correlation of 0.88 suggests significant overlap in exposure. IUHC.L charges 0.15%/yr vs 0.18%/yr for CBUF.DE.
Performance
IUHC.L vs. CBUF.DE - Performance Comparison
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Different Trading Currencies
IUHC.L is traded in USD, while CBUF.DE is traded in EUR. To make them comparable, the CBUF.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUHC.L achieves a -2.09% return, which is significantly higher than CBUF.DE's -3.34% return.
IUHC.L
- 1D
- 3.00%
- 1M
- 4.72%
- YTD
- -2.09%
- 6M
- -0.45%
- 1Y
- 15.03%
- 3Y*
- 6.58%
- 5Y*
- 5.75%
- 10Y*
- 9.20%
CBUF.DE
- 1D
- 2.86%
- 1M
- 3.20%
- YTD
- -3.34%
- 6M
- -1.77%
- 1Y
- 9.24%
- 3Y*
- 3.36%
- 5Y*
- 3.69%
- 10Y*
- —
IUHC.L vs. CBUF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUHC.L iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) | -2.09% | 14.67% | 2.16% | 1.72% | -2.63% | 27.58% | 11.93% | 10.95% |
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | -3.34% | 15.78% | -5.01% | 3.50% | -3.54% | 20.13% | 12.83% | 12.16% |
Correlation
The correlation between IUHC.L and CBUF.DE is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.88 |
The correlation between IUHC.L and CBUF.DE has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.
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Return for Risk
IUHC.L vs. CBUF.DE — Risk / Return Rank
IUHC.L
CBUF.DE
IUHC.L vs. CBUF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IUHC.L) and iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.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.
| IUHC.L | CBUF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.85 | +0.58 |
| Martin ratioReturn relative to average drawdown | 3.57 | 2.04 | +1.53 |
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
| IUHC.L | CBUF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.63 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.25 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.46 | +0.11 |
Drawdowns
IUHC.L vs. CBUF.DE - Drawdown Comparison
The maximum IUHC.L drawdown since its inception was -27.44%, roughly equal to the maximum CBUF.DE drawdown of -26.47%. Use the drawdown chart below to compare losses from any high point for IUHC.L and CBUF.DE.
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Drawdown Indicators
| IUHC.L | CBUF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.44% | -26.47% | -0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.44% | -10.82% | +0.38% |
Max Drawdown (3Y)Largest decline over 3 years | -17.63% | -20.93% | +3.30% |
Max Drawdown (5Y)Largest decline over 5 years | -17.63% | -20.93% | +3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -27.44% | — | — |
Current DrawdownCurrent decline from peak | -4.57% | -6.00% | +1.43% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -5.46% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 4.52% | -0.32% |
Volatility
IUHC.L vs. CBUF.DE - Volatility Comparison
iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IUHC.L) and iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) have volatilities of 4.89% and 4.93%, 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.
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Volatility by Period
| IUHC.L | CBUF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 4.93% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 10.44% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 14.54% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 14.68% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.71% | 16.23% | -0.52% |
IUHC.L vs. CBUF.DE - Expense Ratio Comparison
IUHC.L has a 0.15% expense ratio, which is lower than CBUF.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUHC.L vs. CBUF.DE - Dividend Comparison
IUHC.L has not paid dividends to shareholders, while CBUF.DE's dividend yield for the trailing twelve months is around 1.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 1.08% | 1.06% | 1.02% | 1.16% | 1.09% | 1.05% | 1.27% | 0.10% |
IUHC.L iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUHC.L and CBUF.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUHC.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUHC.L is cheaper with a 0.15% expense ratio, compared with 0.18% for CBUF.DE.
IUHC.L tracks S&P 500 Capped 35/20 Health Care Index, while CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. Their fees differ too: 0.15% for IUHC.L and 0.18% for CBUF.DE.
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