UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UC96.L) 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 UC96.L. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UC96.L
UC96.L charges 0.25% annually. There are 6 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor UCITS | 0.20% | 3.56B | Oct 2016 | UC96.L vs IUVF.L | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 0.20% | 485.98M | Apr 2012 | UC96.L vs UC07.L | |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF ... | 0.20% | 144.15M | Feb 2018 | UC96.L vs SPMD.L | |
| SPDR MSCI USA Value Weighted UCITS ETF | 0.20% | 171.97M | Feb 2015 | UC96.L vs UVAL.L | |
| iShares Edge MSCI USA Value Factor UCITS ETF USD (... | 0.20% | 325.35M | Feb 2018 | UC96.L vs IUVD.L |
Best Risk-Adjusted Alternatives to UC96.L
UC96.L has a PortfoliosLab risk / return rank of 73. There are 8 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor UCITS | 98 | 3.56B | Oct 2016 | UC96.L vs IUVF.L | |
| iShares Edge MSCI USA Value Factor UCITS ETF USD (... | 97 | 325.35M | Feb 2018 | UC96.L vs IUVD.L | |
| iShares Edge MSCI USA Value Factor UCITS ETF USD (... | 97 | 4.72B | Feb 2018 | UC96.L vs IUVL.L | |
| SPDR MSCI USA Value Weighted UCITS ETF | 97 | 171.97M | Feb 2015 | UC96.L vs UVAL.L | |
| Invesco FTSE RAFI US 1000 UCITS ETF | 96 | 716.59M | Nov 2007 | UC96.L vs PSRF.L |
Top Performing UC96.L Alternatives (YTD)
UC96.L is at 9.96% YTD. There are 8 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 51.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor UCITS | 51.81% | 3.56B | Oct 2016 | UC96.L vs IUVF.L | |
| iShares Edge MSCI USA Value Factor UCITS ETF USD (... | 49.04% | 4.72B | Feb 2018 | UC96.L vs IUVL.L | |
| iShares Edge MSCI USA Value Factor UCITS ETF USD (... | 48.95% | 325.35M | Feb 2018 | UC96.L vs IUVD.L | |
| SPDR MSCI USA Value Weighted UCITS ETF | 28.71% | 171.97M | Feb 2015 | UC96.L vs UVAL.L | |
| Invesco S&P 500 QVM UCITS ETF | 21.87% | 57.70M | May 2017 | UC96.L vs PQVG.L |
Lowest Volatility Alternatives to UC96.L
UC96.L has 10.69% 1-year volatility. There are 4 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge S&P 500 Minimum Volatility UCITS ETF ... | 8.59% | 144.15M | Feb 2018 | UC96.L vs SPMD.L | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 8.84% | 485.98M | Apr 2012 | UC96.L vs UC07.L | |
| Invesco FTSE RAFI US 1000 UCITS ETF | 9.43% | 716.59M | Nov 2007 | UC96.L vs PSRF.L | |
| Invesco S&P 500 Low Volatility UCITS ETF Acc | 9.96% | 132.24M | Jul 2021 | UC96.L vs SPLW.L | |
| SPDR S&P 500 Low Volatility UCITS ETF | 10.71% | 83.18M | Oct 2012 | UC96.L vs USLV.L |
Lowest Drawdown Alternatives to UC96.L
UC96.L has a 1-year max drawdown of -6.87%. There are 7 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.11%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P 500 QVM UCITS ETF | -4.11% | 57.70M | May 2017 | UC96.L vs PQVG.L | |
| Invesco FTSE RAFI US 1000 UCITS ETF | -4.60% | 716.59M | Nov 2007 | UC96.L vs PSRF.L | |
| Invesco S&P 500 QVM UCITS ETF | -4.83% | 76.36M | May 2017 | UC96.L vs PQVM.L | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | -5.43% | 485.98M | Apr 2012 | UC96.L vs UC07.L | |
| SPDR MSCI USA Value Weighted UCITS ETF | -5.52% | 171.97M | Feb 2015 | UC96.L vs UVAL.L |
Other ETFs from UBS
The 10 most viewed UBS ETFs shown here include WRDA.L, UC04.L, UC63.L and span 5 categories. AUM among these funds goes as high as $5B.
Often Compared With UC96.L
Investors most often compare UC96.L with VEUA.L, NASL.L, MXUS.L. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare UC96.L with Any Fund or Stock
Compare UC96.L with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UC96.L with funds that move differently
UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UC96.L.
Explore UC96.L Diversifiers