WELQ.DE vs. CBUX.DE
WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) and CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) are both Utilities Equities funds - WELQ.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities while CBUX.DE tracks the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 3 years, WELQ.DE returned 11.14%/yr vs 8.47%/yr for CBUX.DE. Their correlation of 0.80 suggests significant overlap in exposure. WELQ.DE charges 0.18%/yr vs 0.65%/yr for CBUX.DE.
Performance
WELQ.DE vs. CBUX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELQ.DE achieves a 6.91% return, which is significantly lower than CBUX.DE's 10.28% return.
WELQ.DE
- 1D
- -0.97%
- 1M
- -4.33%
- YTD
- 6.91%
- 6M
- 6.54%
- 1Y
- 16.98%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
CBUX.DE
- 1D
- -1.34%
- 1M
- -1.37%
- YTD
- 10.28%
- 6M
- 9.09%
- 1Y
- 13.13%
- 3Y*
- 8.47%
- 5Y*
- —
- 10Y*
- —
WELQ.DE vs. CBUX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 6.91% | 18.60% | 9.91% | 0.05% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 10.28% | 0.69% | 14.63% | -1.37% |
Correlation
The correlation between WELQ.DE and CBUX.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2023 | 0.80 |
The correlation between WELQ.DE and CBUX.DE has been stable across timeframes, ranging from 0.80 to 0.82 - a consistent structural relationship.
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Return for Risk
WELQ.DE vs. CBUX.DE — Risk / Return Rank
WELQ.DE
CBUX.DE
WELQ.DE vs. CBUX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.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.
| WELQ.DE | CBUX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.91 | -0.54 |
| Martin ratioReturn relative to average drawdown | 6.63 | 6.42 | +0.21 |
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
| WELQ.DE | CBUX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.18 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.60 | +0.37 |
Drawdowns
WELQ.DE vs. CBUX.DE - Drawdown Comparison
The maximum WELQ.DE drawdown since its inception was -13.98%, smaller than the maximum CBUX.DE drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for WELQ.DE and CBUX.DE.
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Drawdown Indicators
| WELQ.DE | CBUX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.98% | -14.94% | +0.96% |
Max Drawdown (1Y)Largest decline over 1 year | -6.71% | -4.22% | -2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -12.52% | -14.94% | +2.42% |
Current DrawdownCurrent decline from peak | -6.53% | -3.33% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -3.81% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 1.91% | +0.48% |
Volatility
WELQ.DE vs. CBUX.DE - Volatility Comparison
Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) have volatilities of 4.07% and 3.92%, 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
| WELQ.DE | CBUX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.92% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 8.63% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 10.36% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 11.93% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.00% | 11.93% | +1.07% |
WELQ.DE vs. CBUX.DE - Expense Ratio Comparison
WELQ.DE has a 0.18% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.
Dividends
WELQ.DE vs. CBUX.DE - Dividend Comparison
WELQ.DE's dividend yield for the trailing twelve months is around 2.60%, while CBUX.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.60% | 2.85% | 3.42% | 0.57% |
Frequently Asked Questions
WELQ.DE and CBUX.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELQ.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELQ.DE is cheaper with a 0.18% expense ratio, compared with 0.65% for CBUX.DE.
WELQ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while CBUX.DE tracks FTSE Global Core Infrastructure Index. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELQ.DE and 0.65% for CBUX.DE.
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