AIGI.L vs. UBU5.DE
AIGI.L (WisdomTree Industrial Metals) and UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) are both exchange-traded funds - AIGI.L is a Metals fund tracking the Bloomberg Industrial Metals, while UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value. Both are passively managed. Over the past 10 years, AIGI.L returned 7.40%/yr vs 10.78%/yr for UBU5.DE. At a 0.29 correlation, their price movements are largely independent. AIGI.L charges 0.49%/yr vs 0.20%/yr for UBU5.DE.
Performance
AIGI.L vs. UBU5.DE - Performance Comparison
Loading charts...
Different Trading Currencies
AIGI.L is traded in USD, while UBU5.DE is traded in EUR. To make them comparable, the UBU5.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AIGI.L achieves a 5.92% return, which is significantly lower than UBU5.DE's 9.68% return. Over the past 10 years, AIGI.L has underperformed UBU5.DE with an annualized return of 7.40%, while UBU5.DE has yielded a comparatively higher 10.78% annualized return.
AIGI.L
- 1D
- 1.24%
- 1M
- -7.84%
- YTD
- 5.92%
- 6M
- 7.37%
- 1Y
- 20.44%
- 3Y*
- 10.35%
- 5Y*
- 4.37%
- 10Y*
- 7.40%
UBU5.DE
- 1D
- 0.24%
- 1M
- -0.20%
- YTD
- 9.68%
- 6M
- 9.79%
- 1Y
- 19.39%
- 3Y*
- 15.86%
- 5Y*
- 9.44%
- 10Y*
- 10.78%
AIGI.L vs. UBU5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIGI.L WisdomTree Industrial Metals | 5.92% | 19.45% | 3.05% | -11.75% | -2.91% | 28.67% | 14.34% | 6.22% | -19.39% | 26.52% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 9.68% | 14.32% | 13.25% | 8.80% | -6.90% | 27.91% | -0.83% | 25.52% | -8.73% | 15.26% |
Correlation
The correlation between AIGI.L and UBU5.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.29 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AIGI.L vs. UBU5.DE — Risk / Return Rank
AIGI.L
UBU5.DE
AIGI.L vs. UBU5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Industrial Metals (AIGI.L) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIGI.L | UBU5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.90 | -1.31 |
| Martin ratioReturn relative to average drawdown | 3.81 | 10.96 | -7.14 |
Loading charts...
Drawdowns
AIGI.L vs. UBU5.DE - Drawdown Comparison
The maximum AIGI.L drawdown since its inception was -67.67%, which is greater than UBU5.DE's maximum drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for AIGI.L and UBU5.DE.
Loading charts...
Drawdown Indicators
| AIGI.L | UBU5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.67% | -37.08% | -30.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -6.66% | -6.14% |
Max Drawdown (3Y)Largest decline over 3 years | -20.72% | -16.85% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -41.97% | -17.95% | -24.02% |
Max Drawdown (10Y)Largest decline over 10 years | -41.97% | -37.08% | -4.89% |
Current DrawdownCurrent decline from peak | -26.59% | -0.87% | -25.72% |
Average DrawdownAverage peak-to-trough decline | -43.77% | -5.18% | -38.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 1.77% | +3.57% |
Volatility
AIGI.L vs. UBU5.DE - Volatility Comparison
WisdomTree Industrial Metals (AIGI.L) has a higher volatility of 6.65% compared to UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) at 2.44%. This indicates that AIGI.L's price experiences larger fluctuations and is considered to be riskier than UBU5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AIGI.L | UBU5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 2.44% | +4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 14.76% | 6.93% | +7.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.35% | 9.90% | +10.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.03% | 13.97% | +8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.52% | 15.62% | +3.90% |
AIGI.L vs. UBU5.DE - Expense Ratio Comparison
AIGI.L has a 0.49% expense ratio, which is higher than UBU5.DE's 0.20% expense ratio.
Dividends
AIGI.L vs. UBU5.DE - Dividend Comparison
AIGI.L has not paid dividends to shareholders, while UBU5.DE's dividend yield for the trailing twelve months is around 1.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGI.L WisdomTree Industrial Metals | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 1.36% | 2.11% | 1.74% | 2.03% | 1.92% | 1.52% | 2.49% | 1.97% | 2.53% | 2.04% | 2.32% | 2.27% |
Frequently Asked Questions
AIGI.L and UBU5.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.49% for AIGI.L.
AIGI.L is categorized as Metals, while UBU5.DE is Large Cap Value Equities. AIGI.L tracks Bloomberg Industrial Metals, while UBU5.DE tracks MSCI USA Value. They also come from different issuers: WisdomTree and UBS. Their fees differ too: 0.49% for AIGI.L and 0.20% for UBU5.DE.
Find the right allocation for AIGI.L and UBU5.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer