QDVG.DE vs. CBUF.DE
QDVG.DE (iShares S&P 500 Health Care Sector UCITS ETF (Acc)) and CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) are both Health & Biotech Equities funds from iShares - QDVG.DE tracks the S&P 500 Capped 35/20 Health Care 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, QDVG.DE returned 6.75%/yr vs 4.66%/yr for CBUF.DE. Their correlation of 0.94 suggests significant overlap in exposure. QDVG.DE charges 0.15%/yr vs 0.18%/yr for CBUF.DE.
Performance
QDVG.DE vs. CBUF.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, QDVG.DE achieves a -1.02% return, which is significantly higher than CBUF.DE's -2.22% return.
QDVG.DE
- 1D
- 2.86%
- 1M
- 5.52%
- YTD
- -1.02%
- 6M
- -0.40%
- 1Y
- 13.47%
- 3Y*
- 3.69%
- 5Y*
- 6.75%
- 10Y*
- 8.96%
CBUF.DE
- 1D
- 2.74%
- 1M
- 3.65%
- YTD
- -2.22%
- 6M
- -1.56%
- 1Y
- 7.33%
- 3Y*
- 0.62%
- 5Y*
- 4.66%
- 10Y*
- —
QDVG.DE vs. CBUF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDVG.DE iShares S&P 500 Health Care Sector UCITS ETF (Acc) | -1.02% | 1.65% | 8.47% | -1.74% | 3.30% | 37.81% | 1.69% | 11.14% |
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | -2.22% | 2.56% | 0.75% | 0.33% | 2.09% | 30.42% | 2.79% | 11.42% |
Correlation
The correlation between QDVG.DE and CBUF.DE is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.94 |
The correlation between QDVG.DE and CBUF.DE has been stable across timeframes, ranging from 0.91 to 0.94 - 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
QDVG.DE vs. CBUF.DE — Risk / Return Rank
QDVG.DE
CBUF.DE
QDVG.DE 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 (Acc) (QDVG.DE) 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.
| QDVG.DE | CBUF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.10 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 0.68 | +0.54 |
| Martin ratioReturn relative to average drawdown | 2.96 | 1.56 | +1.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| QDVG.DE | CBUF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.53 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.34 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.44 | +0.04 |
Drawdowns
QDVG.DE vs. CBUF.DE - Drawdown Comparison
The maximum QDVG.DE drawdown since its inception was -26.77%, roughly equal to the maximum CBUF.DE drawdown of -25.94%. Use the drawdown chart below to compare losses from any high point for QDVG.DE and CBUF.DE.
Loading charts...
Drawdown Indicators
| QDVG.DE | CBUF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.77% | -25.94% | -0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -10.87% | +0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -21.76% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -22.70% | -21.76% | -0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -26.77% | — | — |
Current DrawdownCurrent decline from peak | -7.31% | -9.66% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -5.65% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 4.74% | -0.33% |
Volatility
QDVG.DE vs. CBUF.DE - Volatility Comparison
iShares S&P 500 Health Care Sector UCITS ETF (Acc) (QDVG.DE) has a higher volatility of 5.24% compared to iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) at 4.98%. This indicates that QDVG.DE's price experiences larger fluctuations and is considered to be riskier than CBUF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| QDVG.DE | CBUF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 4.98% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 9.70% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 13.98% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 13.60% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 15.36% | +0.41% |
QDVG.DE vs. CBUF.DE - Expense Ratio Comparison
QDVG.DE 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
QDVG.DE vs. CBUF.DE - Dividend Comparison
QDVG.DE 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% |
QDVG.DE iShares S&P 500 Health Care Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, QDVG.DE and CBUF.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.
On fees, QDVG.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVG.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for CBUF.DE.
QDVG.DE tracks S&P 500 Capped 35/20 Health Care, while CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. Their fees differ too: 0.15% for QDVG.DE and 0.18% for CBUF.DE.
Find the right allocation for QDVG.DE and CBUF.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