IS3T.DE vs. UBU7.DE
IS3T.DE (iShares Edge MSCI World Size Factor UCITS ETF) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - IS3T.DE tracks the MSCI World Mid Cap Equal Weighted while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 10 years, IS3T.DE returned 7.96%/yr vs 12.53%/yr for UBU7.DE. Their correlation of 0.91 suggests significant overlap in exposure. IS3T.DE charges 0.30%/yr vs 0.10%/yr for UBU7.DE.
Performance
IS3T.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3T.DE achieves a 6.98% return, which is significantly lower than UBU7.DE's 10.81% return. Over the past 10 years, IS3T.DE has underperformed UBU7.DE with an annualized return of 7.96%, while UBU7.DE has yielded a comparatively higher 12.53% annualized return.
IS3T.DE
- 1D
- 0.30%
- 1M
- 0.74%
- YTD
- 6.98%
- 6M
- 8.06%
- 1Y
- 15.24%
- 3Y*
- 11.56%
- 5Y*
- 6.43%
- 10Y*
- 7.96%
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
IS3T.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 6.98% | 8.66% | 11.91% | 12.19% | -13.42% | 22.31% | 0.63% | 26.96% | -10.50% | 9.17% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between IS3T.DE and UBU7.DE is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2014 | 0.91 |
The correlation between IS3T.DE and UBU7.DE shifts across timeframes, from 0.74 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3T.DE vs. UBU7.DE — Risk / Return Rank
IS3T.DE
UBU7.DE
IS3T.DE vs. UBU7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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.
| IS3T.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.40 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.58 | -1.43 |
| Martin ratioReturn relative to average drawdown | 8.02 | 14.23 | -6.22 |
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
| IS3T.DE | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 2.14 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.89 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.82 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.82 | -0.30 |
Drawdowns
IS3T.DE vs. UBU7.DE - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.87%, which is greater than UBU7.DE's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and UBU7.DE.
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Drawdown Indicators
| IS3T.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.87% | -33.84% | -3.03% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -6.61% | -0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -18.61% | -21.69% | +3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -18.61% | -21.69% | +3.08% |
Max Drawdown (10Y)Largest decline over 10 years | -36.87% | -33.84% | -3.03% |
Current DrawdownCurrent decline from peak | -0.59% | -0.31% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -4.24% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.66% | +0.24% |
Volatility
IS3T.DE vs. UBU7.DE - Volatility Comparison
iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) has a higher volatility of 2.77% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that IS3T.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3T.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 2.57% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 7.61% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 11.04% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 14.11% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.25% | 15.11% | +0.14% |
IS3T.DE vs. UBU7.DE - Expense Ratio Comparison
IS3T.DE has a 0.30% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
IS3T.DE vs. UBU7.DE - Dividend Comparison
IS3T.DE has not paid dividends to shareholders, while UBU7.DE's dividend yield for the trailing twelve months is around 1.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
IS3T.DE and UBU7.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.30% for IS3T.DE.
IS3T.DE tracks MSCI World Mid Cap Equal Weighted, while UBU7.DE tracks MSCI World. They also come from different issuers: iShares and UBS. Their fees differ too: 0.30% for IS3T.DE and 0.10% for UBU7.DE.
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