XDEV.DE vs. CBUH.DE
XDEV.DE (Xtrackers MSCI World Value Factor UCITS ETF 1C) and CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) are both exchange-traded funds - XDEV.DE is a Global Equities fund tracking the MSCI ACWI Value NR USD, while CBUH.DE is a Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, XDEV.DE returned 25.90%/yr vs 22.47%/yr for CBUH.DE. A 0.75 correlation means they provide meaningful diversification when combined. XDEV.DE charges 0.25%/yr vs 0.30%/yr for CBUH.DE.
Performance
XDEV.DE vs. CBUH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDEV.DE achieves a 32.73% return, which is significantly higher than CBUH.DE's 23.52% return.
XDEV.DE
- 1D
- -1.69%
- 1M
- -2.80%
- 6M
- 27.73%
- YTD
- 32.73%
- 1Y
- 59.22%
- 3Y*
- 25.90%
- 5Y*
- 17.32%
- 10Y*
- 11.76%
CBUH.DE
- 1D
- -0.84%
- 1M
- -0.42%
- 6M
- 18.96%
- YTD
- 23.52%
- 1Y
- 32.77%
- 3Y*
- 22.47%
- 5Y*
- —
- 10Y*
- —
XDEV.DE vs. CBUH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XDEV.DE Xtrackers MSCI World Value Factor UCITS ETF 1C | 32.73% | 24.74% | 11.64% | 15.69% | -4.81% | 6.62% |
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 23.52% | 7.89% | 28.81% | 13.46% | -16.89% | 1.62% |
Correlation
The correlation between XDEV.DE and CBUH.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.75 |
The correlation between XDEV.DE and CBUH.DE has been stable across timeframes, ranging from 0.70 to 0.76 - a consistent structural relationship.
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Return for Risk
XDEV.DE vs. CBUH.DE — Risk / Return Rank
XDEV.DE
CBUH.DE
XDEV.DE vs. CBUH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Value Factor UCITS ETF 1C (XDEV.DE) and iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.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.
| XDEV.DE | CBUH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.94 | ||
| Sortino ratioReturn per unit of downside risk | +2.39 | ||
| Omega ratioGain probability vs. loss probability | 1.67 | 1.35 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 9.74 | 3.43 | +6.31 |
| Martin ratioReturn relative to average drawdown | 32.68 | 13.65 | +19.03 |
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Drawdowns
XDEV.DE vs. CBUH.DE - Drawdown Comparison
The maximum XDEV.DE drawdown since its inception was -35.27%, which is greater than CBUH.DE's maximum drawdown of -22.65%. Use the drawdown chart below to compare losses from any high point for XDEV.DE and CBUH.DE.
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Drawdown Indicators
| XDEV.DE | CBUH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.27% | -22.65% | -12.62% |
Max Drawdown (1Y)Largest decline over 1 year | -6.05% | -9.51% | +3.46% |
Max Drawdown (3Y)Largest decline over 3 years | -18.02% | -22.65% | +4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -18.02% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.27% | — | — |
Current DrawdownCurrent decline from peak | -4.39% | -3.27% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -6.88% | -8.44% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 2.39% | -0.58% |
Volatility
XDEV.DE vs. CBUH.DE - Volatility Comparison
Xtrackers MSCI World Value Factor UCITS ETF 1C (XDEV.DE) has a higher volatility of 5.71% compared to iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) at 4.82%. This indicates that XDEV.DE's price experiences larger fluctuations and is considered to be riskier than CBUH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDEV.DE | CBUH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 4.82% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 13.93% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.22% | 16.85% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 17.03% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.68% | 17.03% | -0.35% |
XDEV.DE vs. CBUH.DE - Expense Ratio Comparison
XDEV.DE has a 0.25% expense ratio, which is lower than CBUH.DE's 0.30% expense ratio.
Dividends
XDEV.DE vs. CBUH.DE - Dividend Comparison
Neither XDEV.DE nor CBUH.DE has paid dividends to shareholders.
Frequently Asked Questions
XDEV.DE and CBUH.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDEV.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDEV.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for CBUH.DE.
XDEV.DE is categorized as Global Equities, while CBUH.DE is Momentum. XDEV.DE tracks MSCI ACWI Value NR USD, while CBUH.DE tracks MSCI World Momentum ESG Reduced Carbon Target Select. They also come from different issuers: DWS and iShares. Their fees differ too: 0.25% for XDEV.DE and 0.30% for CBUH.DE.
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