FVUI.DE vs. UEF7.DE
FVUI.DE (Franklin USD Investment Grade Corporate Bond UCITS ETF) and UEF7.DE (UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis) are both Corporate Bonds funds - FVUI.DE tracks the Franklin USD Investment Grade Corporate Bond while UEF7.DE tracks the Bloomberg US Liquid Corporates 1-5. Both are passively managed. Over the past 5 years, FVUI.DE returned 0.97%/yr vs 3.04%/yr for UEF7.DE. At a 0.45 correlation, their price movements are largely independent. FVUI.DE charges 0.35%/yr vs 0.16%/yr for UEF7.DE.
Performance
FVUI.DE vs. UEF7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, FVUI.DE achieves a 1.32% return, which is significantly lower than UEF7.DE's 1.61% return.
FVUI.DE
- 1D
- 0.08%
- 1M
- 1.16%
- YTD
- 1.32%
- 6M
- 0.52%
- 1Y
- 3.14%
- 3Y*
- 1.75%
- 5Y*
- 0.97%
- 10Y*
- —
UEF7.DE
- 1D
- 0.00%
- 1M
- 1.09%
- YTD
- 1.61%
- 6M
- 0.93%
- 1Y
- 2.76%
- 3Y*
- 2.52%
- 5Y*
- 3.04%
- 10Y*
- 2.31%
FVUI.DE vs. UEF7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FVUI.DE Franklin USD Investment Grade Corporate Bond UCITS ETF | 1.32% | -4.78% | 7.37% | 2.60% | -8.69% | 4.81% | -0.94% | 16.34% | 0.00% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 1.61% | -4.75% | 10.53% | 2.47% | -0.50% | 7.33% | -4.28% | 10.28% | -0.22% |
Correlation
The correlation between FVUI.DE and UEF7.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2018 | 0.45 |
Over the past year, FVUI.DE and UEF7.DE have become more correlated (0.80) than their long-term average of 0.45, meaning their price movements have been converging.
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Return for Risk
FVUI.DE vs. UEF7.DE — Risk / Return Rank
FVUI.DE
UEF7.DE
FVUI.DE vs. UEF7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin USD Investment Grade Corporate Bond UCITS ETF (FVUI.DE) and UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.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.
| FVUI.DE | UEF7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.75 | +0.03 |
| Martin ratioReturn relative to average drawdown | 1.84 | 1.88 | -0.05 |
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
| FVUI.DE | UEF7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.46 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.43 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.42 | -0.14 |
Drawdowns
FVUI.DE vs. UEF7.DE - Drawdown Comparison
The maximum FVUI.DE drawdown since its inception was -16.78%, which is greater than UEF7.DE's maximum drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for FVUI.DE and UEF7.DE.
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Drawdown Indicators
| FVUI.DE | UEF7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.78% | -15.39% | -1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -3.55% | -3.32% | -0.23% |
Max Drawdown (3Y)Largest decline over 3 years | -11.53% | -9.67% | -1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -13.77% | -10.70% | -3.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.39% | — |
Current DrawdownCurrent decline from peak | -6.12% | -5.28% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -6.88% | -4.76% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 1.33% | +0.18% |
Volatility
FVUI.DE vs. UEF7.DE - Volatility Comparison
Franklin USD Investment Grade Corporate Bond UCITS ETF (FVUI.DE) has a higher volatility of 1.38% compared to UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) at 0.79%. This indicates that FVUI.DE's price experiences larger fluctuations and is considered to be riskier than UEF7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVUI.DE | UEF7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 0.79% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 4.44% | 3.60% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.12% | 5.41% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.35% | 6.97% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.95% | 6.97% | +5.98% |
FVUI.DE vs. UEF7.DE - Expense Ratio Comparison
FVUI.DE has a 0.35% expense ratio, which is higher than UEF7.DE's 0.16% expense ratio.
Dividends
FVUI.DE vs. UEF7.DE - Dividend Comparison
FVUI.DE's dividend yield for the trailing twelve months is around 3.48%, less than UEF7.DE's 4.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVUI.DE Franklin USD Investment Grade Corporate Bond UCITS ETF | 3.48% | 3.53% | 3.94% | 3.22% | 2.63% | 1.81% | 2.06% | 2.99% | 1.40% | 0.00% | 0.00% | 0.00% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 4.65% | 5.78% | 4.66% | 3.27% | 1.45% | 1.52% | 2.84% | 2.76% | 2.24% | 2.19% | 1.99% | 0.87% |
Frequently Asked Questions
FVUI.DE and UEF7.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEF7.DE is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEF7.DE is cheaper with a 0.16% expense ratio, compared with 0.35% for FVUI.DE.
FVUI.DE tracks Franklin USD Investment Grade Corporate Bond, while UEF7.DE tracks Bloomberg US Liquid Corporates 1-5. They also come from different issuers: Franklin Templeton and UBS. Their fees differ too: 0.35% for FVUI.DE and 0.16% for UEF7.DE.
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