6PSA.DE vs. UBU5.DE
6PSA.DE (Invesco FTSE RAFI US 1000 UCITS ETF) and UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) are both Large Cap Value Equities funds - 6PSA.DE tracks the FTSE RAFI US 1000 while UBU5.DE tracks the MSCI USA Value. Both are passively managed. Over the past 10 years, 6PSA.DE returned 12.86%/yr vs 9.94%/yr for UBU5.DE. A 0.73 correlation means they provide meaningful diversification when combined. 6PSA.DE charges 0.39%/yr vs 0.20%/yr for UBU5.DE.
Performance
6PSA.DE vs. UBU5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 6PSA.DE achieves a 16.30% return, which is significantly higher than UBU5.DE's 11.44% return. Over the past 10 years, 6PSA.DE has outperformed UBU5.DE with an annualized return of 12.86%, while UBU5.DE has yielded a comparatively lower 9.94% annualized return.
6PSA.DE
- 1D
- 0.32%
- 1M
- 4.24%
- YTD
- 16.30%
- 6M
- 16.15%
- 1Y
- 30.70%
- 3Y*
- 17.58%
- 5Y*
- 13.04%
- 10Y*
- 12.86%
UBU5.DE
- 1D
- 0.60%
- 1M
- 3.12%
- YTD
- 11.44%
- 6M
- 11.29%
- 1Y
- 20.56%
- 3Y*
- 13.20%
- 5Y*
- 10.27%
- 10Y*
- 9.94%
6PSA.DE vs. UBU5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF | 16.30% | 3.95% | 22.90% | 12.04% | -2.95% | 42.89% | -3.49% | 33.30% | -7.23% | 1.48% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 11.44% | 1.10% | 19.93% | 6.38% | -1.60% | 38.43% | -9.93% | 27.91% | -4.61% | 0.74% |
Correlation
The correlation between 6PSA.DE and UBU5.DE is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2012 | 0.73 |
Over the past year, 6PSA.DE and UBU5.DE have become more correlated (0.95) than their long-term average of 0.73, meaning their price movements have been converging.
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Return for Risk
6PSA.DE vs. UBU5.DE — Risk / Return Rank
6PSA.DE
UBU5.DE
6PSA.DE vs. UBU5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE) and UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.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.
| 6PSA.DE | UBU5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.38 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 8.20 | 4.28 | +3.93 |
| Martin ratioReturn relative to average drawdown | 24.83 | 14.64 | +10.19 |
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
| 6PSA.DE | UBU5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.99 | 2.07 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.76 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.64 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.74 | +0.10 |
Drawdowns
6PSA.DE vs. UBU5.DE - Drawdown Comparison
The maximum 6PSA.DE drawdown since its inception was -41.53%, which is greater than UBU5.DE's maximum drawdown of -36.36%. Use the drawdown chart below to compare losses from any high point for 6PSA.DE and UBU5.DE.
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Drawdown Indicators
| 6PSA.DE | UBU5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -36.36% | -5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -4.70% | +1.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.10% | -19.90% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.10% | -19.90% | -1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -36.36% | -0.96% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -4.82% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 1.38% | -0.16% |
Volatility
6PSA.DE vs. UBU5.DE - Volatility Comparison
Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE) and UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) have volatilities of 2.18% and 2.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 6PSA.DE | UBU5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.18% | 2.15% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.42% | 6.40% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.11% | 9.72% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 13.36% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 15.47% | +2.38% |
6PSA.DE vs. UBU5.DE - Expense Ratio Comparison
6PSA.DE has a 0.39% expense ratio, which is higher than UBU5.DE's 0.20% expense ratio.
Dividends
6PSA.DE vs. UBU5.DE - Dividend Comparison
6PSA.DE's dividend yield for the trailing twelve months is around 1.20%, more than UBU5.DE's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF | 1.20% | 1.39% | 1.45% | 1.60% | 1.75% | 1.27% | 1.77% | 1.62% | 1.83% | 1.62% | 1.54% | 1.65% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 1.17% | 1.95% | 1.60% | 2.86% | 1.80% | 1.27% | 2.18% | 1.75% | 2.10% | 1.81% | 2.10% | 2.04% |
Frequently Asked Questions
With a correlation of 0.95, 6PSA.DE and UBU5.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UBU5.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU5.DE is cheaper with a 0.20% expense ratio, compared with 0.39% for 6PSA.DE.
6PSA.DE tracks FTSE RAFI US 1000, while UBU5.DE tracks MSCI USA Value. They also come from different issuers: Invesco and UBS. Their fees differ too: 0.39% for 6PSA.DE and 0.20% for UBU5.DE.
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