EUIN.DE vs. UBU5.DE
EUIN.DE (Amundi Euro Inflation Expectations 2-10Y UCITS ETF Acc) and UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) are both exchange-traded funds - EUIN.DE is a Inflation-Protected Bonds fund tracking the iBoxx EUR Breakeven Euro-Inflation France & Germany, while UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value. Both are passively managed. Over the past 10 years, EUIN.DE returned 1.89%/yr vs 10.40%/yr for UBU5.DE. At a 0.14 correlation, their price movements are largely independent. EUIN.DE charges 0.25%/yr vs 0.20%/yr for UBU5.DE.
Performance
EUIN.DE vs. UBU5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EUIN.DE achieves a 2.26% return, which is significantly lower than UBU5.DE's 13.57% return. Over the past 10 years, EUIN.DE has underperformed UBU5.DE with an annualized return of 1.89%, while UBU5.DE has yielded a comparatively higher 10.40% annualized return.
EUIN.DE
- 1D
- 0.01%
- 1M
- -0.74%
- YTD
- 2.26%
- 6M
- 2.31%
- 1Y
- 2.58%
- 3Y*
- 1.53%
- 5Y*
- 4.13%
- 10Y*
- 1.89%
UBU5.DE
- 1D
- 0.17%
- 1M
- 2.39%
- YTD
- 13.57%
- 6M
- 14.13%
- 1Y
- 22.76%
- 3Y*
- 14.22%
- 5Y*
- 10.55%
- 10Y*
- 10.40%
EUIN.DE vs. UBU5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUIN.DE Amundi Euro Inflation Expectations 2-10Y UCITS ETF Acc | 2.26% | 1.21% | 2.05% | 1.03% | 10.68% | 7.29% | -2.78% | -1.73% | -2.68% | -0.47% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 13.57% | 1.27% | 20.12% | 5.47% | -1.48% | 38.86% | -9.65% | 28.22% | -4.23% | 0.98% |
Correlation
The correlation between EUIN.DE and UBU5.DE is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Apr 13, 2016 | 0.14 |
The correlation between EUIN.DE and UBU5.DE shifts across timeframes, from -0.12 (1 year) to 0.14 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EUIN.DE vs. UBU5.DE — Risk / Return Rank
EUIN.DE
UBU5.DE
EUIN.DE vs. UBU5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Euro Inflation Expectations 2-10Y UCITS ETF Acc (EUIN.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.
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.
| EUIN.DE | UBU5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.43 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 4.83 | -3.40 |
| Martin ratioReturn relative to average drawdown | 5.75 | 16.71 | -10.97 |
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Drawdowns
EUIN.DE vs. UBU5.DE - Drawdown Comparison
The maximum EUIN.DE drawdown since its inception was -12.08%, smaller than the maximum UBU5.DE drawdown of -36.36%. Use the drawdown chart below to compare losses from any high point for EUIN.DE and UBU5.DE.
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Drawdown Indicators
| EUIN.DE | UBU5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.08% | -36.36% | +24.28% |
Max Drawdown (1Y)Largest decline over 1 year | -1.80% | -4.70% | +2.90% |
Max Drawdown (3Y)Largest decline over 3 years | -2.43% | -19.86% | +17.43% |
Max Drawdown (5Y)Largest decline over 5 years | -4.44% | -19.86% | +15.42% |
Max Drawdown (10Y)Largest decline over 10 years | -12.08% | -36.36% | +24.28% |
Current DrawdownCurrent decline from peak | -1.61% | 0.00% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -3.04% | -5.90% | +2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 1.36% | -0.91% |
Volatility
EUIN.DE vs. UBU5.DE - Volatility Comparison
The current volatility for Amundi Euro Inflation Expectations 2-10Y UCITS ETF Acc (EUIN.DE) is 0.86%, while UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) has a volatility of 2.08%. This indicates that EUIN.DE experiences smaller price fluctuations and is considered to be less risky 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
| EUIN.DE | UBU5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | 2.08% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 6.45% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.92% | 9.73% | -6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.56% | 13.33% | -9.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.41% | 15.43% | -12.02% |
EUIN.DE vs. UBU5.DE - Expense Ratio Comparison
EUIN.DE has a 0.25% expense ratio, which is higher than UBU5.DE's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EUIN.DE vs. UBU5.DE - Dividend Comparison
EUIN.DE has not paid dividends to shareholders, while UBU5.DE's dividend yield for the trailing twelve months is around 1.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUIN.DE Amundi Euro Inflation Expectations 2-10Y 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 | 1.35% | 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
EUIN.DE and UBU5.DE have a correlation of -0.12, 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 0.25% for EUIN.DE.
EUIN.DE is categorized as Inflation-Protected Bonds, while UBU5.DE is Large Cap Value Equities. EUIN.DE tracks iBoxx EUR Breakeven Euro-Inflation France & Germany, while UBU5.DE tracks MSCI USA Value. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.25% for EUIN.DE and 0.20% for UBU5.DE.
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