SXRV.DE vs. CBUX.DE
SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) and CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) are both exchange-traded funds - SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while CBUX.DE is a Utilities Equities fund tracking the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 3 years, SXRV.DE returned 24.15%/yr vs 10.54%/yr for CBUX.DE. At a 0.14 correlation, their price movements are largely independent. SXRV.DE charges 0.36%/yr vs 0.65%/yr for CBUX.DE.
Performance
SXRV.DE vs. CBUX.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SXRV.DE achieves a 18.93% return, which is significantly higher than CBUX.DE's 14.81% return.
SXRV.DE
- 1D
- -0.83%
- 1M
- 0.09%
- YTD
- 18.93%
- 6M
- 19.04%
- 1Y
- 35.15%
- 3Y*
- 24.15%
- 5Y*
- 16.88%
- 10Y*
- 21.61%
CBUX.DE
- 1D
- 0.49%
- 1M
- 1.14%
- YTD
- 14.81%
- 6M
- 15.89%
- 1Y
- 20.39%
- 3Y*
- 10.54%
- 5Y*
- —
- 10Y*
- —
SXRV.DE vs. CBUX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 18.93% | 6.98% | 33.55% | 35.61% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 14.81% | 0.75% | 14.53% | -1.47% |
Correlation
The correlation between SXRV.DE and CBUX.DE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2023 | 0.15 |
The correlation between SXRV.DE and CBUX.DE shifts across timeframes, from 0.03 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
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
SXRV.DE vs. CBUX.DE — Risk / Return Rank
SXRV.DE
CBUX.DE
SXRV.DE vs. CBUX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SXRV.DE | CBUX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.49 | 4.81 | -1.32 |
| Martin ratioReturn relative to average drawdown | 10.21 | 10.96 | -0.75 |
Loading charts...
Drawdowns
SXRV.DE vs. CBUX.DE - Drawdown Comparison
The maximum SXRV.DE drawdown since its inception was -32.80%, which is greater than CBUX.DE's maximum drawdown of -14.96%. Use the drawdown chart below to compare losses from any high point for SXRV.DE and CBUX.DE.
Loading charts...
Drawdown Indicators
| SXRV.DE | CBUX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -14.96% | -17.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -4.22% | -5.81% |
Max Drawdown (3Y)Largest decline over 3 years | -26.69% | -14.96% | -11.73% |
Max Drawdown (5Y)Largest decline over 5 years | -31.33% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | — | — |
Current DrawdownCurrent decline from peak | -2.64% | 0.00% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -3.77% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 1.86% | +1.57% |
Volatility
SXRV.DE vs. CBUX.DE - Volatility Comparison
iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a higher volatility of 5.98% compared to iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) at 4.49%. This indicates that SXRV.DE's price experiences larger fluctuations and is considered to be riskier than CBUX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SXRV.DE | CBUX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.49% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 11.76% | 8.95% | +2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 10.72% | +5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.93% | 11.99% | +7.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 11.99% | +7.70% |
SXRV.DE vs. CBUX.DE - Expense Ratio Comparison
SXRV.DE has a 0.36% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.
Dividends
SXRV.DE vs. CBUX.DE - Dividend Comparison
Neither SXRV.DE nor CBUX.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRV.DE and CBUX.DE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRV.DE is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRV.DE is cheaper with a 0.36% expense ratio, compared with 0.65% for CBUX.DE.
SXRV.DE is categorized as Nasdaq-100, while CBUX.DE is Utilities Equities. SXRV.DE tracks NASDAQ-100 Index, while CBUX.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.36% for SXRV.DE and 0.65% for CBUX.DE.
Find the right allocation for SXRV.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