VVGM.DE vs. CBUI.DE
VVGM.DE (VanEck Morningstar Global Wide Moat UCITS ETF) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - VVGM.DE tracks the Morningstar Global Wide Moat Focus while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, VVGM.DE returned 10.24%/yr vs 21.76%/yr for CBUI.DE. Their correlation of 0.84 suggests significant overlap in exposure. VVGM.DE charges 0.52%/yr vs 0.30%/yr for CBUI.DE.
Performance
VVGM.DE vs. CBUI.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VVGM.DE achieves a 0.57% return, which is significantly lower than CBUI.DE's 20.05% return.
VVGM.DE
- 1D
- 0.63%
- 1M
- -0.91%
- YTD
- 0.57%
- 6M
- 0.63%
- 1Y
- 6.67%
- 3Y*
- 10.24%
- 5Y*
- 7.42%
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 6.94%
- YTD
- 20.05%
- 6M
- 22.25%
- 1Y
- 43.77%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
VVGM.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VVGM.DE VanEck Morningstar Global Wide Moat UCITS ETF | 0.57% | 11.67% | 16.13% | 7.09% | -6.16% | 2.31% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -6.30% | 6.27% |
Correlation
The correlation between VVGM.DE and CBUI.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.84 |
The correlation between VVGM.DE and CBUI.DE shifts across timeframes, from 0.68 (1 year) to 0.84 (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
VVGM.DE vs. CBUI.DE — Risk / Return Rank
VVGM.DE
CBUI.DE
VVGM.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Global Wide Moat UCITS ETF (VVGM.DE) and iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.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.
| VVGM.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.82 | ||
| Sortino ratioReturn per unit of downside risk | -3.82 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.60 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 6.92 | -6.24 |
| Martin ratioReturn relative to average drawdown | 2.16 | 26.41 | -24.26 |
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
| VVGM.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 3.41 | -2.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 1.05 | -0.33 |
Drawdowns
VVGM.DE vs. CBUI.DE - Drawdown Comparison
The maximum VVGM.DE drawdown since its inception was -17.74%, smaller than the maximum CBUI.DE drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for VVGM.DE and CBUI.DE.
Loading charts...
Drawdown Indicators
| VVGM.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.74% | -19.48% | +1.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -6.34% | -4.58% |
Max Drawdown (3Y)Largest decline over 3 years | -17.74% | -19.48% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | — | — |
Current DrawdownCurrent decline from peak | -4.90% | -0.22% | -4.68% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -3.23% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 1.67% | +1.79% |
Volatility
VVGM.DE vs. CBUI.DE - Volatility Comparison
VanEck Morningstar Global Wide Moat UCITS ETF (VVGM.DE) has a higher volatility of 4.13% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 3.73%. This indicates that VVGM.DE's price experiences larger fluctuations and is considered to be riskier than CBUI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VVGM.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 3.73% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 9.76% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 12.88% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.62% | 14.21% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.72% | 14.21% | -0.49% |
VVGM.DE vs. CBUI.DE - Expense Ratio Comparison
VVGM.DE has a 0.52% expense ratio, which is higher than CBUI.DE's 0.30% expense ratio.
Dividends
VVGM.DE vs. CBUI.DE - Dividend Comparison
Neither VVGM.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
VVGM.DE and CBUI.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUI.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUI.DE is cheaper with a 0.30% expense ratio, compared with 0.52% for VVGM.DE.
VVGM.DE tracks Morningstar Global Wide Moat Focus, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: VanEck and iShares. Their fees differ too: 0.52% for VVGM.DE and 0.30% for CBUI.DE.
Find the right allocation for VVGM.DE and CBUI.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