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UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) Alternatives

ETF · Currency in EUR · Last updated Jun 26, 2026

UBU5.DE is a passive ETF by UBS tracking the investment results of the MSCI USA Value. UBU5.DE launched on Apr 11, 2012 and has a 0.20% expense ratio.

UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with UBU5.DE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to UBU5.DE

UBU5.DE charges 0.20% annually. No ETFs in the Large Cap Value Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.20%.

SymbolNameExpense RatioAUMInception
QDVI.DE
iShares Edge MSCI USA Value Factor UCITS ETF0.20%—Oct 2016UBU5.DE vs QDVI.DE
IBCK.DE
iShares Edge S&P 500 Minimum Volatility UCITS ETF ...0.20%—Nov 2012UBU5.DE vs IBCK.DE
ZPRU.DE
SPDR MSCI USA Value Weighted UCITS ETF0.20%—Feb 2015UBU5.DE vs ZPRU.DE
UBUS.DE
UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF...0.25%—Aug 2015UBU5.DE vs UBUS.DE
FUSA.DE
Fidelity US Quality Income UCITS ETF Acc0.30%—Mar 2017UBU5.DE vs FUSA.DE

Best Risk-Adjusted Alternatives to UBU5.DE

UBU5.DE has a PortfoliosLab risk / return rank of 84. There are 5 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

SymbolNameRisk / Return RankAUMInception
QDVI.DE
iShares Edge MSCI USA Value Factor UCITS ETF
98
—Oct 2016UBU5.DE vs QDVI.DE
ZPRU.DE
SPDR MSCI USA Value Weighted UCITS ETF
97
—Feb 2015UBU5.DE vs ZPRU.DE
6PSA.DE
Invesco FTSE RAFI US 1000 UCITS ETF
95
—Nov 2007UBU5.DE vs 6PSA.DE
QVMP.DE
Invesco S&P 500 QVM UCITS ETF
93
—May 2017UBU5.DE vs QVMP.DE
JPVA.DE
JPMorgan US Value Active UCITS ETF USD (Acc)
87
—Jan 2024UBU5.DE vs JPVA.DE

Top Performing UBU5.DE Alternatives (YTD)

UBU5.DE is at 13.37% YTD. There are 6 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 53.45%.

SymbolNameYTD ReturnAUMInception
QDVI.DE
iShares Edge MSCI USA Value Factor UCITS ETF
53.45%
—Oct 2016UBU5.DE vs QDVI.DE
ZPRU.DE
SPDR MSCI USA Value Weighted UCITS ETF
29.89%
—Feb 2015UBU5.DE vs ZPRU.DE
QVMP.DE
Invesco S&P 500 QVM UCITS ETF
23.28%
—May 2017UBU5.DE vs QVMP.DE
6PSA.DE
Invesco FTSE RAFI US 1000 UCITS ETF
18.51%
—Nov 2007UBU5.DE vs 6PSA.DE
EXX5.DE
iShares Dow Jones U.S. Select Dividend UCITS ETF (...
15.18%
—Sep 2005UBU5.DE vs EXX5.DE

Lowest Volatility Alternatives to UBU5.DE

UBU5.DE has 9.74% 1-year volatility. There is 1 ETF in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.73%.

SymbolNameVolatility 1YAUMInception
IBCK.DE
iShares Edge S&P 500 Minimum Volatility UCITS ETF ...8.73%—Nov 2012UBU5.DE vs IBCK.DE
6PSA.DE
Invesco FTSE RAFI US 1000 UCITS ETF10.18%—Nov 2007UBU5.DE vs 6PSA.DE
EHDV.DE
Invesco EURO STOXX High Dividend Low Volatility UC...10.37%—Jan 2016UBU5.DE vs EHDV.DE
FUSA.DE
Fidelity US Quality Income UCITS ETF Acc10.38%—Mar 2017UBU5.DE vs FUSA.DE
QVMP.DE
Invesco S&P 500 QVM UCITS ETF11.18%—May 2017UBU5.DE vs QVMP.DE

Lowest Drawdown Alternatives to UBU5.DE

UBU5.DE has a 1-year max drawdown of -4.70%. There are 3 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.66%.

SymbolNameMax Drawdown 1YAUMInception
6PSA.DE
Invesco FTSE RAFI US 1000 UCITS ETF
-3.66%
—Nov 2007UBU5.DE vs 6PSA.DE
QVMP.DE
Invesco S&P 500 QVM UCITS ETF
-3.81%
—May 2017UBU5.DE vs QVMP.DE
EXX5.DE
iShares Dow Jones U.S. Select Dividend UCITS ETF (...
-4.46%
—Sep 2005UBU5.DE vs EXX5.DE
JPVA.DE
JPMorgan US Value Active UCITS ETF USD (Acc)
-5.03%
—Jan 2024UBU5.DE vs JPVA.DE
IBCK.DE
iShares Edge S&P 500 Minimum Volatility UCITS ETF ...
-5.08%
—Nov 2012UBU5.DE vs IBCK.DE

Other ETFs from UBS

The 10 most viewed UBS ETFs shown here include UETW.DE, 4UBQ.DE, UBUD.DE and span 8 categories.

SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
UETW.DE
UBS ETF (IE) MSCI World UCITS ETF (USD) AccGlobal Equities
81
11.10%
—Jun 2019UBU5.DE vs UETW.DE
4UBQ.DE
UBS ETF (IE) S&P 500 ESG UCITS ETF USD AccS&P 500, ESG
87
12.38%
—Apr 2019UBU5.DE vs 4UBQ.DE
UBUD.DE
UBS ETF (IE) Solactive Global Pure Gold Miners UCI...Gold, Precious Metals
28
-14.85%
—Nov 2012UBU5.DE vs UBUD.DE
UIQ4.DE
UBS Euro Equity Defensive Put Write SF UCITS ETF E...Derivative Income—
3.88%
—Jun 2016UBU5.DE vs UIQ4.DE
4UBF.DE
UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corpo...European Corporate Bonds
21
1.38%
—Nov 2017UBU5.DE vs 4UBF.DE
S5SD.DE
UBS S&P 500 Scored & Screened UCITS ETF USD disS&P 500
86
11.95%
—Apr 2019UBU5.DE vs S5SD.DE
AW1P.DE
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ...Global Equities
76
17.23%
—Jan 2020UBU5.DE vs AW1P.DE
UBU7.DE
UBS ETF (IE) MSCI World UCITS ETF (USD) DistGlobal Equities
80
11.05%
—Apr 2012UBU5.DE vs UBU7.DE
UIMA.DE
UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-disEurope Equities
60
10.59%
—Oct 2009UBU5.DE vs UIMA.DE
AW10.DE
UBS ETF (IE) MSCI World Climate Paris Aligned UCIT...Global Equities
31
10.08%
—Mar 2021UBU5.DE vs AW10.DE

Often Compared With UBU5.DE

Investors most often compare UBU5.DE with DEAM.DE, 4COP.DE, CC1U.L. These 20 comparison targets span 18 categories, based on PortfoliosLab usage data.

SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
DEAM.DE
Invesco MDAX UCITS ETF AEurope Equities
14
3.95%
—Feb 2019UBU5.DE vs DEAM.DE
4COP.DE
Global X Copper Miners UCITS ETF USD AccumulatingCopper
68
8.23%
—Nov 2021UBU5.DE vs 4COP.DE
CC1U.L
Amundi MSCI China UCITS ETF-C USDChina Equities
24
-4.94%
318.70MApr 2018UBU5.DE vs CC1U.L
C024.DE
Amundi MSCI China A II UCITS ETF DistChina Equities
92
18.32%
—Mar 2023UBU5.DE vs C024.DE
EUNH.DE
iShares Core Euro Government Bond UCITS ETF (Dist)European Government Bonds
12
1.19%
—Apr 2009UBU5.DE vs EUNH.DE
PPFB.DE
iShares Physical Gold ETCGold, Precious Metals
27
-5.76%
—Apr 2011UBU5.DE vs PPFB.DE
CSH.PA
Amundi EUR Overnight Return UCITS ETF AccMoney Market
97
0.87%
—Sep 2007UBU5.DE vs CSH.PA
DBXD.DE
Xtrackers DAX UCITS ETF 1CEurope Equities
14
1.61%
—Jan 2007UBU5.DE vs DBXD.DE
EUN5.DE
iShares Core EUR Corporate Bond UCITS ETF (Dist)European Corporate Bonds
22
1.25%
—Mar 2009UBU5.DE vs EUN5.DE
MVOL.L
iShares Edge MSCI World Minimum Volatility UCITSGlobal Equities
12
-0.14%
2.56BNov 2012UBU5.DE vs MVOL.L
AIGI.L
WisdomTree Industrial MetalsMetals
30
5.92%
1.52BSep 2006UBU5.DE vs AIGI.L
EUIN.DE
Amundi Euro Inflation Expectations 2-10Y UCITS ETF...Inflation-Protected Bonds
30
2.25%
246.00MApr 2016UBU5.DE vs EUIN.DE
LYP6.DE
Amundi Core STOXX Europe 600 (DR) UCITS ETF AccEurope Equities
60
10.16%
—Dec 2017UBU5.DE vs LYP6.DE
EMXC.DE
Lyxor MSCI Emerging Markets Ex China UCITS ETF - A...Emerging Markets Equities
94
44.88%
—Jun 2019UBU5.DE vs EMXC.DE
EUNN.DE
iShares Core MSCI Japan IMI UCITS ETFJapan Equities
76
19.71%
—Sep 2009UBU5.DE vs EUNN.DE
NUKL.DE
VanEck Uranium and Nuclear Technologies UCITS ETF ...Uranium, Alternative Energy Equities
22
4.94%
—Feb 2023UBU5.DE vs NUKL.DE
SEML.L
iShares J.P. Morgan EM Local Government Bond UCITS...Emerging Markets Bonds
60
2.60%
3.75BJun 2011UBU5.DE vs SEML.L
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastru...Alternative Energy Equities
72
24.91%
11.60BNov 2009UBU5.DE vs GRID
ISP6.L
iShares S&P SmallCap 600 UCITS ETFSmall Cap Blend Equities
90
22.95%
2.34BMay 2008UBU5.DE vs ISP6.L
NQSE.DE
iShares NASDAQ 100 UCITS ETFNasdaq-100
56
13.59%
—Jan 2010UBU5.DE vs NQSE.DE

Compare UBU5.DE with Any Fund or Stock

Compare UBU5.DE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

 

Diversifiers

Pair UBU5.DE with funds that move differently

UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UBU5.DE.

Explore UBU5.DE Diversifiers