EMXC.DE vs. UBU5.DE
EMXC.DE (Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc) and UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) are both exchange-traded funds - EMXC.DE is a Emerging Markets Equities fund tracking the MSCI EM NR USD, while UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value. Both are passively managed. Over the past 5 years, EMXC.DE returned 13.66%/yr vs 10.27%/yr for UBU5.DE. A 0.55 correlation means they provide meaningful diversification when combined. EMXC.DE charges 0.15%/yr vs 0.20%/yr for UBU5.DE.
Performance
EMXC.DE vs. UBU5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EMXC.DE achieves a 40.23% return, which is significantly higher than UBU5.DE's 11.44% return.
EMXC.DE
- 1D
- -1.80%
- 1M
- 8.39%
- YTD
- 40.23%
- 6M
- 44.14%
- 1Y
- 69.02%
- 3Y*
- 25.05%
- 5Y*
- 13.66%
- 10Y*
- —
UBU5.DE
- 1D
- 0.60%
- 1M
- 3.72%
- YTD
- 11.44%
- 6M
- 11.93%
- 1Y
- 20.18%
- 3Y*
- 13.20%
- 5Y*
- 10.27%
- 10Y*
- 9.94%
EMXC.DE vs. UBU5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EMXC.DE Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc | 40.23% | 19.92% | 9.13% | 14.33% | -13.60% | 17.56% | 2.27% | 6.14% |
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% | 8.43% |
Correlation
The correlation between EMXC.DE and UBU5.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2019 | 0.55 |
The correlation between EMXC.DE and UBU5.DE has been stable across timeframes, ranging from 0.48 to 0.55 - a consistent structural relationship.
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Return for Risk
EMXC.DE vs. UBU5.DE — Risk / Return Rank
EMXC.DE
UBU5.DE
EMXC.DE vs. UBU5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.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.
| EMXC.DE | UBU5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.62 | 1.38 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 5.78 | 4.28 | +1.51 |
| Martin ratioReturn relative to average drawdown | 21.97 | 14.64 | +7.33 |
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
| EMXC.DE | UBU5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.46 | 2.07 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.76 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.74 | -0.05 |
Drawdowns
EMXC.DE vs. UBU5.DE - Drawdown Comparison
The maximum EMXC.DE drawdown since its inception was -38.77%, 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 EMXC.DE and UBU5.DE.
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Drawdown Indicators
| EMXC.DE | UBU5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -36.36% | -2.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.87% | -4.70% | -7.17% |
Max Drawdown (3Y)Largest decline over 3 years | -20.48% | -19.90% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -20.48% | -19.90% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.36% | — |
Current DrawdownCurrent decline from peak | -2.53% | 0.00% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -4.82% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 1.38% | +1.75% |
Volatility
EMXC.DE vs. UBU5.DE - Volatility Comparison
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.DE) has a higher volatility of 8.44% compared to UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) at 2.15%. This indicates that EMXC.DE'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.
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Volatility by Period
| EMXC.DE | UBU5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.44% | 2.15% | +6.29% |
Volatility (6M)Calculated over the trailing 6-month period | 17.23% | 6.40% | +10.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.85% | 9.72% | +10.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 13.36% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 15.47% | +3.03% |
EMXC.DE vs. UBU5.DE - Expense Ratio Comparison
EMXC.DE has a 0.15% expense ratio, which is lower than UBU5.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EMXC.DE vs. UBU5.DE - Dividend Comparison
EMXC.DE has not paid dividends to shareholders, while UBU5.DE's dividend yield for the trailing twelve months is around 1.17%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMXC.DE Lyxor MSCI Emerging Markets Ex China UCITS ETF - 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% |
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
EMXC.DE and UBU5.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EMXC.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EMXC.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for UBU5.DE.
EMXC.DE is categorized as Emerging Markets Equities, while UBU5.DE is Large Cap Value Equities. EMXC.DE tracks MSCI EM NR USD, while UBU5.DE tracks MSCI USA Value. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.15% for EMXC.DE and 0.20% for UBU5.DE.
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