WRLD.DE vs. CBUI.DE
WRLD.DE (Rize Environmental Impact 100 UCITS ETF) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - WRLD.DE tracks the Foxberry SMS Environmental Impact 100 while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, WRLD.DE returned 10.05%/yr vs 21.76%/yr for CBUI.DE. A 0.79 correlation means they provide meaningful diversification when combined. WRLD.DE charges 0.55%/yr vs 0.30%/yr for CBUI.DE.
Performance
WRLD.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WRLD.DE achieves a 18.45% return, which is significantly lower than CBUI.DE's 20.05% return.
WRLD.DE
- 1D
- -0.10%
- 1M
- 1.70%
- YTD
- 18.45%
- 6M
- 19.64%
- 1Y
- 28.36%
- 3Y*
- 10.05%
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
WRLD.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WRLD.DE Rize Environmental Impact 100 UCITS ETF | 18.45% | 11.71% | 1.59% | 11.63% | -16.39% | 0.09% |
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 WRLD.DE and CBUI.DE is 0.73, 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 | 0.73 |
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 | 0.79 |
The correlation between WRLD.DE and CBUI.DE has been stable across timeframes, ranging from 0.73 to 0.79 - a consistent structural relationship.
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Return for Risk
WRLD.DE vs. CBUI.DE — Risk / Return Rank
WRLD.DE
CBUI.DE
WRLD.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rize Environmental Impact 100 UCITS ETF (WRLD.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.
| WRLD.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.60 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 6.92 | -3.35 |
| Martin ratioReturn relative to average drawdown | 11.33 | 26.41 | -15.09 |
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
| WRLD.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 3.41 | -1.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.05 | -0.68 |
Drawdowns
WRLD.DE vs. CBUI.DE - Drawdown Comparison
The maximum WRLD.DE drawdown since its inception was -23.55%, which is greater than CBUI.DE's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for WRLD.DE and CBUI.DE.
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Drawdown Indicators
| WRLD.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.55% | -19.48% | -4.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.90% | -6.34% | -1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -19.48% | -0.03% |
Current DrawdownCurrent decline from peak | -0.38% | -0.22% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -9.51% | -3.23% | -6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 1.67% | +0.83% |
Volatility
WRLD.DE vs. CBUI.DE - Volatility Comparison
Rize Environmental Impact 100 UCITS ETF (WRLD.DE) has a higher volatility of 4.50% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 3.73%. This indicates that WRLD.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.
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Volatility by Period
| WRLD.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 3.73% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 9.76% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 12.88% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 14.21% | +2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 14.21% | +2.77% |
WRLD.DE vs. CBUI.DE - Expense Ratio Comparison
WRLD.DE has a 0.55% expense ratio, which is higher than CBUI.DE's 0.30% expense ratio.
Dividends
WRLD.DE vs. CBUI.DE - Dividend Comparison
Neither WRLD.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
WRLD.DE and CBUI.DE have a correlation of 0.73, 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 0.55% for WRLD.DE.
WRLD.DE tracks Foxberry SMS Environmental Impact 100, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: Goldman Sachs and iShares. Their fees differ too: 0.55% for WRLD.DE and 0.30% for CBUI.DE.
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