ISPA.DE vs. UBU7.DE
ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - ISPA.DE tracks the STOXX® Global Select Dividend 100 index while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 10 years, ISPA.DE returned 9.35%/yr vs 13.19%/yr for UBU7.DE. A 0.80 correlation means they provide meaningful diversification when combined. ISPA.DE charges 0.46%/yr vs 0.10%/yr for UBU7.DE.
Performance
ISPA.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ISPA.DE achieves a 14.48% return, which is significantly higher than UBU7.DE's 11.05% return. Over the past 10 years, ISPA.DE has underperformed UBU7.DE with an annualized return of 9.35%, while UBU7.DE has yielded a comparatively higher 13.19% annualized return.
ISPA.DE
- 1D
- 0.26%
- 1M
- 0.52%
- YTD
- 14.48%
- 6M
- 14.99%
- 1Y
- 32.01%
- 3Y*
- 20.08%
- 5Y*
- 10.97%
- 10Y*
- 9.35%
UBU7.DE
- 1D
- -0.59%
- 1M
- 0.75%
- YTD
- 11.05%
- 6M
- 11.39%
- 1Y
- 24.87%
- 3Y*
- 18.08%
- 5Y*
- 12.26%
- 10Y*
- 13.19%
ISPA.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.48% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 24.23% | -6.97% | 2.97% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 11.05% | 8.11% | 26.08% | 20.13% | -13.88% | 32.53% | 5.35% | 31.21% | -5.14% | 7.21% |
Correlation
The correlation between ISPA.DE and UBU7.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.80 |
The correlation between ISPA.DE and UBU7.DE shifts across timeframes, from 0.64 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ISPA.DE vs. UBU7.DE — Risk / Return Rank
ISPA.DE
UBU7.DE
ISPA.DE vs. UBU7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
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.
| ISPA.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.66 | 1.41 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 8.74 | 3.80 | +4.95 |
| Martin ratioReturn relative to average drawdown | 31.84 | 15.04 | +16.79 |
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Drawdowns
ISPA.DE vs. UBU7.DE - Drawdown Comparison
The maximum ISPA.DE drawdown since its inception was -38.90%, which is greater than UBU7.DE's maximum drawdown of -33.85%. Use the drawdown chart below to compare losses from any high point for ISPA.DE and UBU7.DE.
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Drawdown Indicators
| ISPA.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.90% | -33.85% | -5.05% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -6.52% | +2.88% |
Max Drawdown (3Y)Largest decline over 3 years | -15.09% | -21.70% | +6.61% |
Max Drawdown (5Y)Largest decline over 5 years | -15.09% | -21.70% | +6.61% |
Max Drawdown (10Y)Largest decline over 10 years | -38.90% | -33.85% | -5.05% |
Current DrawdownCurrent decline from peak | -0.44% | -0.78% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -5.68% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.65% | -0.65% |
Volatility
ISPA.DE vs. UBU7.DE - Volatility Comparison
The current volatility for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) is 2.51%, while UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) has a volatility of 2.96%. This indicates that ISPA.DE experiences smaller price fluctuations and is considered to be less risky 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
| ISPA.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.51% | 2.96% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.86% | 7.91% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.99% | 11.27% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.97% | 14.15% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.71% | 15.09% | -0.38% |
ISPA.DE vs. UBU7.DE - Expense Ratio Comparison
ISPA.DE has a 0.46% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
ISPA.DE vs. UBU7.DE - Dividend Comparison
ISPA.DE's dividend yield for the trailing twelve months is around 3.71%, more than UBU7.DE's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.32% | 1.56% | 1.33% | 1.44% | 1.61% | 1.08% | 1.46% | 1.72% | 1.70% | 1.80% | 2.20% | 1.80% |
Frequently Asked Questions
ISPA.DE and UBU7.DE have a correlation of 0.64, 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 0.46% for ISPA.DE.
ISPA.DE tracks STOXX® Global Select Dividend 100 index, while UBU7.DE tracks MSCI World. They also come from different issuers: iShares and UBS. Their fees differ too: 0.46% for ISPA.DE and 0.10% for UBU7.DE.
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