CHSR.DE vs. UBU7.DE
CHSR.DE (UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - CHSR.DE is a Europe Equities fund tracking the MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 5 years, CHSR.DE returned 5.78%/yr vs 12.72%/yr for UBU7.DE. A 0.65 correlation means they provide meaningful diversification when combined. CHSR.DE charges 0.28%/yr vs 0.10%/yr for UBU7.DE.
Performance
CHSR.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CHSR.DE achieves a 2.12% return, which is significantly lower than UBU7.DE's 10.81% return.
CHSR.DE
- 1D
- 0.93%
- 1M
- 0.02%
- YTD
- 2.12%
- 6M
- 4.87%
- 1Y
- 6.29%
- 3Y*
- 8.81%
- 5Y*
- 5.78%
- 10Y*
- —
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
CHSR.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CHSR.DE UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc | 2.12% | 12.43% | 6.02% | 15.54% | -16.93% | 26.11% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 23.05% |
Correlation
The correlation between CHSR.DE and UBU7.DE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2021 | 0.65 |
The correlation between CHSR.DE and UBU7.DE shifts across timeframes, from 0.52 (1 year) to 0.65 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CHSR.DE vs. UBU7.DE — Risk / Return Rank
CHSR.DE
UBU7.DE
CHSR.DE vs. UBU7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc (CHSR.DE) and UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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.
| CHSR.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.33 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.40 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 3.58 | -3.02 |
| Martin ratioReturn relative to average drawdown | 1.55 | 14.23 | -12.68 |
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
| CHSR.DE | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 2.14 | -1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.89 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.82 | -0.30 |
Drawdowns
CHSR.DE vs. UBU7.DE - Drawdown Comparison
The maximum CHSR.DE drawdown since its inception was -21.84%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for CHSR.DE and UBU7.DE.
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Drawdown Indicators
| CHSR.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.84% | -33.84% | +12.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -6.61% | -4.49% |
Max Drawdown (3Y)Largest decline over 3 years | -14.70% | -21.69% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -21.69% | -0.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.84% | — |
Current DrawdownCurrent decline from peak | -4.76% | -0.31% | -4.45% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -4.24% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 1.66% | +2.31% |
Volatility
CHSR.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc (CHSR.DE) has a higher volatility of 3.98% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that CHSR.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHSR.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 2.57% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 7.61% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.58% | 11.04% | +5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 14.11% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.53% | 15.11% | -0.58% |
CHSR.DE vs. UBU7.DE - Expense Ratio Comparison
CHSR.DE has a 0.28% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
CHSR.DE vs. UBU7.DE - Dividend Comparison
CHSR.DE has not paid dividends to shareholders, while UBU7.DE's dividend yield for the trailing twelve months is around 1.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHSR.DE UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
CHSR.DE and UBU7.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.28% for CHSR.DE.
CHSR.DE is categorized as Europe Equities, while UBU7.DE is Global Equities. CHSR.DE tracks MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE tracks MSCI World. Their fees differ too: 0.28% for CHSR.DE and 0.10% for UBU7.DE.
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