XDG3.DE vs. CBUF.DE
XDG3.DE (Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C) and CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) are both Health & Biotech Equities funds - XDG3.DE tracks the MSCI ACWI IMI SDG 3 Good Health and Well-being Select 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, XDG3.DE returned 1.94%/yr vs 0.62%/yr for CBUF.DE. Their correlation of 0.88 suggests significant overlap in exposure. XDG3.DE charges 0.35%/yr vs 0.18%/yr for CBUF.DE.
Performance
XDG3.DE vs. CBUF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDG3.DE achieves a -6.02% return, which is significantly lower than CBUF.DE's -2.22% return.
XDG3.DE
- 1D
- 2.88%
- 1M
- 2.53%
- YTD
- -6.02%
- 6M
- -6.54%
- 1Y
- 2.67%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
CBUF.DE
- 1D
- 2.74%
- 1M
- 3.65%
- YTD
- -2.22%
- 6M
- -1.56%
- 1Y
- 7.33%
- 3Y*
- 0.62%
- 5Y*
- 4.66%
- 10Y*
- —
XDG3.DE vs. CBUF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | -6.02% | 1.47% | 9.58% | 2.52% |
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | -2.22% | 2.56% | 0.75% | 2.18% |
Correlation
The correlation between XDG3.DE and CBUF.DE is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.88 |
The correlation between XDG3.DE and CBUF.DE has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.
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Return for Risk
XDG3.DE vs. CBUF.DE — Risk / Return Rank
XDG3.DE
CBUF.DE
XDG3.DE vs. CBUF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.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.
| XDG3.DE | CBUF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.10 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.68 | -0.50 |
| Martin ratioReturn relative to average drawdown | 0.44 | 1.56 | -1.12 |
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
| XDG3.DE | CBUF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.53 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.44 | -0.28 |
Drawdowns
XDG3.DE vs. CBUF.DE - Drawdown Comparison
The maximum XDG3.DE drawdown since its inception was -20.49%, smaller than the maximum CBUF.DE drawdown of -25.94%. Use the drawdown chart below to compare losses from any high point for XDG3.DE and CBUF.DE.
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Drawdown Indicators
| XDG3.DE | CBUF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.49% | -25.94% | +5.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -10.87% | -2.44% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -21.76% | +1.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.76% | — |
Current DrawdownCurrent decline from peak | -11.91% | -9.66% | -2.25% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -5.65% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 4.74% | +0.55% |
Volatility
XDG3.DE vs. CBUF.DE - Volatility Comparison
Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) and iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) have volatilities of 4.95% and 4.98%, 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
| XDG3.DE | CBUF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 4.98% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 9.70% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 13.98% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 13.60% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.31% | 15.36% | -2.05% |
XDG3.DE vs. CBUF.DE - Expense Ratio Comparison
XDG3.DE has a 0.35% expense ratio, which is higher than CBUF.DE's 0.18% expense ratio.
Dividends
XDG3.DE vs. CBUF.DE - Dividend Comparison
XDG3.DE has not paid dividends to shareholders, while CBUF.DE's dividend yield for the trailing twelve months is around 1.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | 1.08% | 1.06% | 1.02% | 1.16% | 1.09% | 1.05% | 1.27% | 0.10% |
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, XDG3.DE and CBUF.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.35% for XDG3.DE.
XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select, while CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XDG3.DE and 0.18% for CBUF.DE.
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