5HED.DE vs. UBU3.DE
5HED.DE (Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)) and UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - 5HED.DE tracks the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector while UBU3.DE tracks the MSCI USA. Both are passively managed. Over the past 5 years, 5HED.DE returned 2.39%/yr vs 13.18%/yr for UBU3.DE. Their correlation of 0.82 suggests significant overlap in exposure. 5HED.DE charges 0.75%/yr vs 0.07%/yr for UBU3.DE.
Performance
5HED.DE vs. UBU3.DE - Performance Comparison
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Different Trading Currencies
5HED.DE is traded in USD, while UBU3.DE is traded in EUR. To make them comparable, the UBU3.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 5HED.DE achieves a -1.48% return, which is significantly lower than UBU3.DE's 9.92% return.
5HED.DE
- 1D
- 1.38%
- 1M
- -0.55%
- YTD
- -1.48%
- 6M
- 1.60%
- 1Y
- 5.35%
- 3Y*
- 4.27%
- 5Y*
- 2.39%
- 10Y*
- —
UBU3.DE
- 1D
- -0.00%
- 1M
- 3.29%
- YTD
- 9.92%
- 6M
- 10.28%
- 1Y
- 26.81%
- 3Y*
- 22.13%
- 5Y*
- 13.18%
- 10Y*
- 14.97%
5HED.DE vs. UBU3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
5HED.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) | -1.48% | 4.29% | 4.19% | 16.05% | -16.59% | 22.07% | 23.80% | 31.15% | -7.82% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 9.92% | 18.07% | 24.89% | 26.80% | -20.44% | 27.48% | 19.94% | 31.60% | -9.65% |
Correlation
The correlation between 5HED.DE and UBU3.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2018 | 0.82 |
Over the past year, the correlation between 5HED.DE and UBU3.DE has dropped to 0.49 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
5HED.DE vs. UBU3.DE — Risk / Return Rank
5HED.DE
UBU3.DE
5HED.DE vs. UBU3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) and UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.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.
| 5HED.DE | UBU3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.41 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | 3.08 | -2.48 |
| Martin ratioReturn relative to average drawdown | 1.60 | 12.83 | -11.23 |
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
| 5HED.DE | UBU3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 2.32 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.81 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.91 | -0.44 |
Drawdowns
5HED.DE vs. UBU3.DE - Drawdown Comparison
The maximum 5HED.DE drawdown since its inception was -32.82%, roughly equal to the maximum UBU3.DE drawdown of -34.51%. Use the drawdown chart below to compare losses from any high point for 5HED.DE and UBU3.DE.
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Drawdown Indicators
| 5HED.DE | UBU3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.82% | -34.51% | +1.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -8.81% | -0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -19.90% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -25.41% | +3.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.51% | — |
Current DrawdownCurrent decline from peak | -6.37% | -0.59% | -5.78% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -3.92% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 2.12% | +1.22% |
Volatility
5HED.DE vs. UBU3.DE - Volatility Comparison
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) has a higher volatility of 4.08% compared to UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) at 2.89%. This indicates that 5HED.DE's price experiences larger fluctuations and is considered to be riskier than UBU3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 5HED.DE | UBU3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 2.89% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.71% | 8.18% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.74% | 11.71% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.01% | 16.14% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 16.50% | +1.12% |
5HED.DE vs. UBU3.DE - Expense Ratio Comparison
5HED.DE has a 0.75% expense ratio, which is higher than UBU3.DE's 0.07% expense ratio.
Dividends
5HED.DE vs. UBU3.DE - Dividend Comparison
5HED.DE has not paid dividends to shareholders, while UBU3.DE's dividend yield for the trailing twelve months is around 0.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5HED.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 0.72% | 0.90% | 0.85% | 1.01% | 1.18% | 0.71% | 1.16% | 1.18% | 1.27% | 1.18% | 1.48% | 1.31% |
Frequently Asked Questions
5HED.DE and UBU3.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU3.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU3.DE is cheaper with a 0.07% expense ratio, compared with 0.75% for 5HED.DE.
5HED.DE tracks Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector, while UBU3.DE tracks MSCI USA. They also come from different issuers: Natixis and UBS. Their fees differ too: 0.75% for 5HED.DE and 0.07% for UBU3.DE.
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