5HED.DE vs. UBUR.DE
5HED.DE (Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility 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 UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, 5HED.DE returned 2.39%/yr vs 5.65%/yr for UBUR.DE. At a 0.49 correlation, their price movements are largely independent. 5HED.DE charges 0.75%/yr vs 0.18%/yr for UBUR.DE.
Performance
5HED.DE vs. UBUR.DE - Performance Comparison
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Different Trading Currencies
5HED.DE is traded in USD, while UBUR.DE is traded in EUR. To make them comparable, the UBUR.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 UBUR.DE's -0.64% 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*
- —
UBUR.DE
- 1D
- -0.03%
- 1M
- -1.82%
- YTD
- -0.64%
- 6M
- 0.49%
- 1Y
- 0.21%
- 3Y*
- 8.72%
- 5Y*
- 5.65%
- 10Y*
- —
5HED.DE vs. UBUR.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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | -0.64% | 6.52% | 13.49% | 5.99% | -6.14% | 22.63% | 3.65% | 28.77% | -0.75% |
Correlation
The correlation between 5HED.DE and UBUR.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2018 | 0.49 |
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Return for Risk
5HED.DE vs. UBUR.DE — Risk / Return Rank
5HED.DE
UBUR.DE
5HED.DE vs. UBUR.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) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.00 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | -0.03 | +0.63 |
| Martin ratioReturn relative to average drawdown | 1.60 | -0.08 | +1.68 |
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 | UBUR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | -0.03 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.57 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.85 | -0.38 |
Drawdowns
5HED.DE vs. UBUR.DE - Drawdown Comparison
The maximum 5HED.DE drawdown since its inception was -32.82%, smaller than the maximum UBUR.DE drawdown of -35.92%. Use the drawdown chart below to compare losses from any high point for 5HED.DE and UBUR.DE.
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Drawdown Indicators
| 5HED.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.82% | -35.92% | +3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -8.06% | -0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -10.92% | -7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -16.39% | -5.73% |
Current DrawdownCurrent decline from peak | -6.37% | -7.50% | +1.13% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -4.55% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 3.49% | -0.15% |
Volatility
5HED.DE vs. UBUR.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) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) at 2.92%. This indicates that 5HED.DE's price experiences larger fluctuations and is considered to be riskier than UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 2.92% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.71% | 7.02% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.74% | 10.28% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.01% | 16.40% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 19.64% | -2.02% |
5HED.DE vs. UBUR.DE - Expense Ratio Comparison
5HED.DE has a 0.75% expense ratio, which is higher than UBUR.DE's 0.18% expense ratio.
Dividends
5HED.DE vs. UBUR.DE - Dividend Comparison
5HED.DE has not paid dividends to shareholders, while UBUR.DE's dividend yield for the trailing twelve months is around 1.60%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.60% | 1.87% | 1.44% | 1.39% | 1.28% | 0.93% | 1.62% | 1.40% | 1.37% | 0.68% |
Frequently Asked Questions
5HED.DE and UBUR.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.DE is cheaper with a 0.18% expense ratio, compared with 0.75% for 5HED.DE.
5HED.DE tracks Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: Natixis and UBS. Their fees differ too: 0.75% for 5HED.DE and 0.18% for UBUR.DE.
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