WELP.DE vs. CBUF.DE
WELP.DE (HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF) and CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) are both Health & Biotech Equities funds - WELP.DE tracks the MSCI World/Energy NR USD while CBUF.DE tracks the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. Both are passively managed. Over the past 3 years, WELP.DE returned 12.49%/yr vs 3.30%/yr for CBUF.DE. At a 0.19 correlation, their price movements are largely independent. WELP.DE charges 0.59%/yr vs 0.18%/yr for CBUF.DE.
Performance
WELP.DE vs. CBUF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELP.DE achieves a 25.35% return, which is significantly higher than CBUF.DE's 2.82% return.
WELP.DE
- 1D
- 0.00%
- 1M
- -7.19%
- YTD
- 25.35%
- 6M
- 26.72%
- 1Y
- 34.31%
- 3Y*
- 12.49%
- 5Y*
- —
- 10Y*
- —
CBUF.DE
- 1D
- 1.49%
- 1M
- 6.48%
- YTD
- 2.82%
- 6M
- 3.28%
- 1Y
- 15.40%
- 3Y*
- 3.30%
- 5Y*
- 4.66%
- 10Y*
- —
WELP.DE vs. CBUF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 25.35% | -1.54% | 7.90% | 0.25% | 5.34% |
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 2.82% | 2.50% | 0.82% | 0.27% | 5.46% |
Correlation
The correlation between WELP.DE and CBUF.DE is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.19 |
The correlation between WELP.DE and CBUF.DE shifts across timeframes, from 0.01 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WELP.DE vs. CBUF.DE — Risk / Return Rank
WELP.DE
CBUF.DE
WELP.DE vs. CBUF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.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.
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.
| WELP.DE | CBUF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | 1.43 | +1.37 |
| Martin ratioReturn relative to average drawdown | 8.57 | 3.50 | +5.07 |
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Drawdowns
WELP.DE vs. CBUF.DE - Drawdown Comparison
The maximum WELP.DE drawdown since its inception was -23.55%, smaller than the maximum CBUF.DE drawdown of -25.79%. Use the drawdown chart below to compare losses from any high point for WELP.DE and CBUF.DE.
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Drawdown Indicators
| WELP.DE | CBUF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.55% | -25.79% | +2.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -10.72% | -1.50% |
Max Drawdown (3Y)Largest decline over 3 years | -23.55% | -21.80% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.80% | — |
Current DrawdownCurrent decline from peak | -11.07% | -4.99% | -6.08% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -5.66% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 4.39% | -0.40% |
Volatility
WELP.DE vs. CBUF.DE - Volatility Comparison
HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.DE) has a higher volatility of 6.59% compared to iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) at 5.11%. This indicates that WELP.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.
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Volatility by Period
| WELP.DE | CBUF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 5.11% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 16.90% | 10.33% | +6.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.54% | 14.56% | +4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.07% | 13.70% | +6.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 15.41% | +4.66% |
WELP.DE vs. CBUF.DE - Expense Ratio Comparison
WELP.DE has a 0.59% expense ratio, which is higher than CBUF.DE's 0.18% expense ratio.
Dividends
WELP.DE vs. CBUF.DE - Dividend Comparison
WELP.DE's dividend yield for the trailing twelve months is around 3.05%, more than CBUF.DE's 1.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 1.27% | 1.06% | 1.02% | 1.16% | 1.09% | 1.04% | 1.26% | 0.10% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 3.05% | 3.78% | 3.64% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELP.DE and CBUF.DE have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUF.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUF.DE is cheaper with a 0.18% expense ratio, compared with 0.59% for WELP.DE.
WELP.DE tracks MSCI World/Energy NR USD, while CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.59% for WELP.DE and 0.18% for CBUF.DE.
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