DJAM.DE vs. UBU3.DE
DJAM.DE (Lyxor Dow Jones Industrial Average UCITS ETF Dist) and UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - DJAM.DE tracks the Dow Jones Industrial Average while UBU3.DE tracks the MSCI USA. Both are passively managed. Over the past 10 years, DJAM.DE returned 12.59%/yr vs 14.72%/yr for UBU3.DE. Their correlation of 0.91 suggests significant overlap in exposure. DJAM.DE charges 0.50%/yr vs 0.07%/yr for UBU3.DE.
Performance
DJAM.DE vs. UBU3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, DJAM.DE achieves a 8.12% return, which is significantly lower than UBU3.DE's 11.22% return. Over the past 10 years, DJAM.DE has underperformed UBU3.DE with an annualized return of 12.59%, while UBU3.DE has yielded a comparatively higher 14.72% annualized return.
DJAM.DE
- 1D
- 1.22%
- 1M
- 5.73%
- YTD
- 8.12%
- 6M
- 8.61%
- 1Y
- 20.41%
- 3Y*
- 13.60%
- 5Y*
- 10.75%
- 10Y*
- 12.59%
UBU3.DE
- 1D
- -0.11%
- 1M
- 5.37%
- YTD
- 11.22%
- 6M
- 11.16%
- 1Y
- 25.10%
- 3Y*
- 18.90%
- 5Y*
- 14.24%
- 10Y*
- 14.72%
DJAM.DE vs. UBU3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 8.12% | 2.01% | 21.39% | 11.90% | -2.34% | 31.92% | -1.77% | 28.23% | -0.54% | 12.02% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -15.80% | 38.39% | 9.26% | 34.44% | -1.64% | 6.56% |
Correlation
The correlation between DJAM.DE and UBU3.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since May 31, 2012 | 0.91 |
The correlation between DJAM.DE and UBU3.DE shifts across timeframes, from 0.77 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DJAM.DE vs. UBU3.DE — Risk / Return Rank
DJAM.DE
UBU3.DE
DJAM.DE vs. UBU3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.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.
| DJAM.DE | UBU3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.40 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 3.38 | -0.62 |
| Martin ratioReturn relative to average drawdown | 9.22 | 11.75 | -2.53 |
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
| DJAM.DE | UBU3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 2.14 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.92 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.90 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.93 | -0.30 |
Drawdowns
DJAM.DE vs. UBU3.DE - Drawdown Comparison
The maximum DJAM.DE drawdown since its inception was -47.32%, which is greater than UBU3.DE's maximum drawdown of -34.04%. Use the drawdown chart below to compare losses from any high point for DJAM.DE and UBU3.DE.
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Drawdown Indicators
| DJAM.DE | UBU3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.32% | -34.04% | -13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -7.39% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -21.15% | -23.73% | +2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -21.15% | -23.73% | +2.58% |
Max Drawdown (10Y)Largest decline over 10 years | -36.30% | -34.04% | -2.26% |
Current DrawdownCurrent decline from peak | 0.00% | -0.41% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -4.10% | -3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 2.13% | +0.08% |
Volatility
DJAM.DE vs. UBU3.DE - Volatility Comparison
Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.DE) has a higher volatility of 2.87% compared to UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) at 2.73%. This indicates that DJAM.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
| DJAM.DE | UBU3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.87% | 2.73% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 7.61% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.93% | 11.69% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 15.39% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 16.22% | -0.13% |
DJAM.DE vs. UBU3.DE - Expense Ratio Comparison
DJAM.DE has a 0.50% expense ratio, which is higher than UBU3.DE's 0.07% expense ratio.
Dividends
DJAM.DE vs. UBU3.DE - Dividend Comparison
DJAM.DE's dividend yield for the trailing twelve months is around 0.73%, more than UBU3.DE's 0.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 0.73% | 0.79% | 1.17% | 1.06% | 1.80% | 1.11% | 1.62% | 1.25% | 1.90% | 1.71% | 2.26% | 2.44% |
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
DJAM.DE and UBU3.DE have a correlation of 0.77, 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 0.50% for DJAM.DE.
DJAM.DE tracks Dow Jones Industrial Average, while UBU3.DE tracks MSCI USA. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.50% for DJAM.DE and 0.07% for UBU3.DE.
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