XGEN.DE vs. CBUF.DE
XGEN.DE (Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C) and CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) are both Health & Biotech Equities funds - XGEN.DE tracks the MSCI ACWI IMI Genomic Innovation Select ESG Screened 100 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, XGEN.DE returned 1.39%/yr vs 0.62%/yr for CBUF.DE. A 0.68 correlation means they provide meaningful diversification when combined. XGEN.DE charges 0.30%/yr vs 0.18%/yr for CBUF.DE.
Performance
XGEN.DE vs. CBUF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XGEN.DE achieves a -1.40% return, which is significantly higher than CBUF.DE's -2.22% return.
XGEN.DE
- 1D
- 3.92%
- 1M
- 6.45%
- YTD
- -1.40%
- 6M
- -3.78%
- 1Y
- 22.37%
- 3Y*
- 1.39%
- 5Y*
- —
- 10Y*
- —
CBUF.DE
- 1D
- 2.74%
- 1M
- 3.91%
- YTD
- -2.22%
- 6M
- -1.50%
- 1Y
- 7.40%
- 3Y*
- 0.62%
- 5Y*
- 4.66%
- 10Y*
- —
XGEN.DE vs. CBUF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | -1.40% | 7.38% | 2.95% | -5.84% | -9.98% |
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | -2.22% | 2.56% | 0.75% | 0.33% | 1.90% |
Correlation
The correlation between XGEN.DE and CBUF.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2022 | 0.68 |
The correlation between XGEN.DE and CBUF.DE has been stable across timeframes, ranging from 0.68 to 0.72 - a consistent structural relationship.
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Return for Risk
XGEN.DE vs. CBUF.DE — Risk / Return Rank
XGEN.DE
CBUF.DE
XGEN.DE vs. CBUF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.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.
| XGEN.DE | CBUF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.10 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.68 | +0.81 |
| Martin ratioReturn relative to average drawdown | 3.61 | 1.56 | +2.05 |
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
| XGEN.DE | CBUF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.53 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.11 | 0.44 | -0.55 |
Drawdowns
XGEN.DE vs. CBUF.DE - Drawdown Comparison
The maximum XGEN.DE drawdown since its inception was -37.58%, which is greater than CBUF.DE's maximum drawdown of -25.94%. Use the drawdown chart below to compare losses from any high point for XGEN.DE and CBUF.DE.
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Drawdown Indicators
| XGEN.DE | CBUF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.58% | -25.94% | -11.64% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -10.87% | -4.12% |
Max Drawdown (3Y)Largest decline over 3 years | -28.21% | -21.76% | -6.45% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.76% | — |
Current DrawdownCurrent decline from peak | -14.86% | -9.66% | -5.20% |
Average DrawdownAverage peak-to-trough decline | -19.44% | -5.65% | -13.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.19% | 4.74% | +1.45% |
Volatility
XGEN.DE vs. CBUF.DE - Volatility Comparison
Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) has a higher volatility of 6.48% compared to iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) at 4.98%. This indicates that XGEN.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
| XGEN.DE | CBUF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 4.98% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 9.70% | +4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 13.98% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 13.60% | +5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 15.36% | +3.30% |
XGEN.DE vs. CBUF.DE - Expense Ratio Comparison
XGEN.DE has a 0.30% expense ratio, which is higher than CBUF.DE's 0.18% expense ratio.
Dividends
XGEN.DE vs. CBUF.DE - Dividend Comparison
XGEN.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% |
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XGEN.DE and CBUF.DE have a correlation of 0.72, 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 0.30% for XGEN.DE.
XGEN.DE tracks MSCI ACWI IMI Genomic Innovation Select ESG Screened 100, 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: 0.30% for XGEN.DE and 0.18% for CBUF.DE.
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