GMVM.DE vs. UBUR.DE
GMVM.DE (VanEck Morningstar US Sustainable Wide Moat UCITS ETF) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - GMVM.DE tracks the Morningstar US Sustainable Moat Focus while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, GMVM.DE returned 4.14%/yr vs 6.64%/yr for UBUR.DE. At a 0.43 correlation, their price movements are largely independent. GMVM.DE charges 0.49%/yr vs 0.18%/yr for UBUR.DE.
Performance
GMVM.DE vs. UBUR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, GMVM.DE achieves a -1.57% return, which is significantly lower than UBUR.DE's 0.53% return.
GMVM.DE
- 1D
- 0.97%
- 1M
- 2.94%
- YTD
- -1.57%
- 6M
- -3.00%
- 1Y
- 6.57%
- 3Y*
- 5.24%
- 5Y*
- 4.14%
- 10Y*
- 10.29%
UBUR.DE
- 1D
- -0.14%
- 1M
- -0.65%
- YTD
- 0.53%
- 6M
- 0.77%
- 1Y
- -1.23%
- 3Y*
- 5.82%
- 5Y*
- 6.64%
- 10Y*
- —
GMVM.DE vs. UBUR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GMVM.DE VanEck Morningstar US Sustainable Wide Moat UCITS ETF | -1.57% | -4.56% | 17.59% | 14.37% | -14.38% | 36.91% | 2.73% | 38.45% | 2.27% | 5.96% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.53% | -5.64% | 20.63% | 2.15% | -0.28% | 33.09% | -5.58% | 30.74% | 1.50% | 3.98% |
Correlation
The correlation between GMVM.DE and UBUR.DE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 24, 2017 | 0.43 |
The correlation between GMVM.DE and UBUR.DE shifts across timeframes, from 0.27 (1 year) to 0.43 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
GMVM.DE vs. UBUR.DE — Risk / Return Rank
GMVM.DE
UBUR.DE
GMVM.DE vs. UBUR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (GMVM.DE) and UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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.
| GMVM.DE | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.98 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | -0.28 | +0.87 |
| Martin ratioReturn relative to average drawdown | 1.37 | -0.64 | +2.01 |
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
| GMVM.DE | UBUR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | -0.20 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.70 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.81 | -0.19 |
Drawdowns
GMVM.DE vs. UBUR.DE - Drawdown Comparison
The maximum GMVM.DE drawdown since its inception was -32.25%, smaller than the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for GMVM.DE and UBUR.DE.
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Drawdown Indicators
| GMVM.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.25% | -35.34% | +3.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -7.81% | -3.19% |
Max Drawdown (3Y)Largest decline over 3 years | -25.74% | -14.40% | -11.34% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -14.40% | -11.34% |
Max Drawdown (10Y)Largest decline over 10 years | -32.25% | — | — |
Current DrawdownCurrent decline from peak | -10.18% | -11.30% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -5.85% | -7.34% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 9.86% | -5.17% |
Volatility
GMVM.DE vs. UBUR.DE - Volatility Comparison
VanEck Morningstar US Sustainable Wide Moat UCITS ETF (GMVM.DE) and UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) have volatilities of 3.23% and 3.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GMVM.DE | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 3.22% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 7.37% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 10.99% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 15.76% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 19.45% | -2.91% |
GMVM.DE vs. UBUR.DE - Expense Ratio Comparison
GMVM.DE has a 0.49% expense ratio, which is higher than UBUR.DE's 0.18% expense ratio.
Dividends
GMVM.DE vs. UBUR.DE - Dividend Comparison
GMVM.DE has not paid dividends to shareholders, while UBUR.DE's dividend yield for the trailing twelve months is around 1.60%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
GMVM.DE VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.60% | 1.87% | 1.44% | 1.39% | 1.28% | 0.93% | 1.62% | 1.40% | 1.37% | 0.68% |
Frequently Asked Questions
GMVM.DE and UBUR.DE have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.DE is cheaper with a 0.18% expense ratio, compared with 0.49% for GMVM.DE.
GMVM.DE tracks Morningstar US Sustainable Moat Focus, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: VanEck and UBS. Their fees differ too: 0.49% for GMVM.DE and 0.18% for UBUR.DE.
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