XUHC.DE vs. CBUF.DE
XUHC.DE (Xtrackers MSCI USA Health Care UCITS ETF 1D) and CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) are both Health & Biotech Equities funds - XUHC.DE tracks the MSCI USA Health Care while CBUF.DE tracks the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. Both are passively managed. Over the past 5 years, XUHC.DE returned 6.62%/yr vs 4.66%/yr for CBUF.DE. Their correlation of 0.94 suggests significant overlap in exposure. XUHC.DE charges 0.12%/yr vs 0.18%/yr for CBUF.DE.
Performance
XUHC.DE vs. CBUF.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XUHC.DE achieves a -1.34% return, which is significantly higher than CBUF.DE's -2.22% return.
XUHC.DE
- 1D
- 2.83%
- 1M
- 5.38%
- YTD
- -1.34%
- 6M
- -1.19%
- 1Y
- 12.86%
- 3Y*
- 3.62%
- 5Y*
- 6.62%
- 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*
- —
XUHC.DE vs. CBUF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XUHC.DE Xtrackers MSCI USA Health Care UCITS ETF 1D | -1.34% | 1.47% | 8.81% | -0.83% | 2.49% | 36.78% | 3.35% | 11.25% |
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist | -2.22% | 2.56% | 0.75% | 0.33% | 2.09% | 30.42% | 2.79% | 11.42% |
Correlation
The correlation between XUHC.DE and CBUF.DE is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.94 |
The correlation between XUHC.DE and CBUF.DE has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XUHC.DE vs. CBUF.DE — Risk / Return Rank
XUHC.DE
CBUF.DE
XUHC.DE vs. CBUF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.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.
| XUHC.DE | CBUF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.10 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.68 | +0.42 |
| Martin ratioReturn relative to average drawdown | 2.69 | 1.56 | +1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XUHC.DE | CBUF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.53 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.34 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.44 | +0.12 |
Drawdowns
XUHC.DE vs. CBUF.DE - Drawdown Comparison
The maximum XUHC.DE drawdown since its inception was -26.87%, roughly equal to the maximum CBUF.DE drawdown of -25.94%. Use the drawdown chart below to compare losses from any high point for XUHC.DE and CBUF.DE.
Loading charts...
Drawdown Indicators
| XUHC.DE | CBUF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.87% | -25.94% | -0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | -10.87% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -22.19% | -21.76% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -21.76% | -0.43% |
Current DrawdownCurrent decline from peak | -7.48% | -9.66% | +2.18% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -5.65% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 4.74% | -0.17% |
Volatility
XUHC.DE vs. CBUF.DE - Volatility Comparison
Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE) and iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) have volatilities of 5.19% 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.
Loading charts...
Volatility by Period
| XUHC.DE | CBUF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 4.98% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 9.70% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 13.98% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 13.60% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.13% | 15.36% | +0.77% |
XUHC.DE vs. CBUF.DE - Expense Ratio Comparison
XUHC.DE has a 0.12% expense ratio, which is lower than CBUF.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XUHC.DE vs. CBUF.DE - Dividend Comparison
XUHC.DE's dividend yield for the trailing twelve months is around 1.28%, more than CBUF.DE's 1.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
XUHC.DE Xtrackers MSCI USA Health Care UCITS ETF 1D | 1.28% | 1.29% | 1.21% | 1.86% | 1.63% | 0.82% | 1.13% | 0.96% | 0.55% |
Frequently Asked Questions
With a correlation of 0.94, XUHC.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, XUHC.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUHC.DE is cheaper with a 0.12% expense ratio, compared with 0.18% for CBUF.DE.
XUHC.DE tracks MSCI USA Health Care, 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: 0.12% for XUHC.DE and 0.18% for CBUF.DE.
Find the right allocation for XUHC.DE and CBUF.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer