4UBF.DE vs. D5BG.DE
Compare and contrast key facts about UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) and Xtrackers II EUR Corporate Bond UCITS ETF 1C (D5BG.DE).
4UBF.DE and D5BG.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 4UBF.DE is a passively managed fund by UBS that tracks the performance of the Bloomberg MSCI Euro Area Liquid Corporates Sustainable. It was launched on Nov 30, 2017. D5BG.DE is a passively managed fund by Xtrackers that tracks the performance of the Bloomberg Euro Corporate Bond. It was launched on Feb 23, 2010. Both 4UBF.DE and D5BG.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 4UBF.DE or D5BG.DE.
Correlation
The correlation between 4UBF.DE and D5BG.DE is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
4UBF.DE vs. D5BG.DE - Performance Comparison
Key characteristics
4UBF.DE:
1.14
D5BG.DE:
1.35
4UBF.DE:
1.68
D5BG.DE:
2.01
4UBF.DE:
1.19
D5BG.DE:
1.23
4UBF.DE:
0.38
D5BG.DE:
0.45
4UBF.DE:
7.96
D5BG.DE:
8.27
4UBF.DE:
0.57%
D5BG.DE:
0.53%
4UBF.DE:
3.94%
D5BG.DE:
3.23%
4UBF.DE:
-20.03%
D5BG.DE:
-17.22%
4UBF.DE:
-6.31%
D5BG.DE:
-4.26%
Returns By Period
In the year-to-date period, 4UBF.DE achieves a 4.81% return, which is significantly higher than D5BG.DE's 4.53% return.
4UBF.DE
4.81%
0.73%
4.33%
4.90%
-0.60%
N/A
D5BG.DE
4.53%
0.82%
4.26%
4.58%
-0.29%
0.79%
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4UBF.DE vs. D5BG.DE - Expense Ratio Comparison
4UBF.DE has a 0.13% expense ratio, which is higher than D5BG.DE's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
4UBF.DE vs. D5BG.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) and Xtrackers II EUR Corporate Bond UCITS ETF 1C (D5BG.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.
Dividends
4UBF.DE vs. D5BG.DE - Dividend Comparison
Neither 4UBF.DE nor D5BG.DE has paid dividends to shareholders.
Drawdowns
4UBF.DE vs. D5BG.DE - Drawdown Comparison
The maximum 4UBF.DE drawdown since its inception was -20.03%, which is greater than D5BG.DE's maximum drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for 4UBF.DE and D5BG.DE. For additional features, visit the drawdowns tool.
Volatility
4UBF.DE vs. D5BG.DE - Volatility Comparison
UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) has a higher volatility of 2.80% compared to Xtrackers II EUR Corporate Bond UCITS ETF 1C (D5BG.DE) at 2.52%. This indicates that 4UBF.DE's price experiences larger fluctuations and is considered to be riskier than D5BG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.