HMCX.L vs. UBS
Compare and contrast key facts about HSBC FTSE 250 UCITS ETF GBP (HMCX.L) and UBS Group AG (UBS).
HMCX.L is a passively managed fund by HSBC that tracks the performance of the FTSE 250 Ex Investment Trust TR GBP. It was launched on Apr 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HMCX.L or UBS.
Correlation
The correlation between HMCX.L and UBS is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HMCX.L vs. UBS - Performance Comparison
Key characteristics
HMCX.L:
1.15
UBS:
0.94
HMCX.L:
1.66
UBS:
1.38
HMCX.L:
1.21
UBS:
1.19
HMCX.L:
0.81
UBS:
1.64
HMCX.L:
5.14
UBS:
4.35
HMCX.L:
2.66%
UBS:
5.54%
HMCX.L:
11.94%
UBS:
25.75%
HMCX.L:
-41.50%
UBS:
-59.82%
HMCX.L:
-6.04%
UBS:
-7.32%
Returns By Period
In the year-to-date period, HMCX.L achieves a 1.73% return, which is significantly lower than UBS's 9.37% return. Over the past 10 years, HMCX.L has underperformed UBS with an annualized return of 4.55%, while UBS has yielded a comparatively higher 12.50% annualized return.
HMCX.L
1.73%
6.29%
2.08%
11.94%
1.51%
4.55%
UBS
9.37%
2.63%
13.37%
23.49%
26.64%
12.50%
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Risk-Adjusted Performance
HMCX.L vs. UBS — Risk-Adjusted Performance Rank
HMCX.L
UBS
HMCX.L vs. UBS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC FTSE 250 UCITS ETF GBP (HMCX.L) and UBS Group AG (UBS). 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.
Dividends
HMCX.L vs. UBS - Dividend Comparison
HMCX.L's dividend yield for the trailing twelve months is around 3.00%, less than UBS's 3.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMCX.L HSBC FTSE 250 UCITS ETF GBP | 3.00% | 3.10% | 2.99% | 2.73% | 2.02% | 1.76% | 2.53% | 3.19% | 2.60% | 3.36% | 2.77% | 2.51% |
UBS UBS Group AG | 3.17% | 3.46% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% | 0.00% |
Drawdowns
HMCX.L vs. UBS - Drawdown Comparison
The maximum HMCX.L drawdown since its inception was -41.50%, smaller than the maximum UBS drawdown of -59.82%. Use the drawdown chart below to compare losses from any high point for HMCX.L and UBS. For additional features, visit the drawdowns tool.
Volatility
HMCX.L vs. UBS - Volatility Comparison
The current volatility for HSBC FTSE 250 UCITS ETF GBP (HMCX.L) is 3.65%, while UBS Group AG (UBS) has a volatility of 9.90%. This indicates that HMCX.L experiences smaller price fluctuations and is considered to be less risky than UBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.