LYYB.DE vs. UBUR.DE
LYYB.DE (Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - LYYB.DE tracks the MSCI USA ESG Broad Select while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 10 years, LYYB.DE returned 13.66%/yr vs 8.74%/yr for UBUR.DE. A 0.73 correlation means they provide meaningful diversification when combined. LYYB.DE charges 0.09%/yr vs 0.18%/yr for UBUR.DE.
Performance
LYYB.DE vs. UBUR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LYYB.DE achieves a 11.42% return, which is significantly higher than UBUR.DE's 8.12% return. Over the past 10 years, LYYB.DE has outperformed UBUR.DE with an annualized return of 13.66%, while UBUR.DE has yielded a comparatively lower 8.74% annualized return.
LYYB.DE
- 1D
- 0.37%
- 1M
- 0.63%
- 6M
- 11.30%
- YTD
- 11.42%
- 1Y
- 21.08%
- 3Y*
- 16.91%
- 5Y*
- 11.76%
- 10Y*
- 13.66%
- ALL TIME*
- 10.89%
UBUR.DE
- 1D
- -0.93%
- 1M
- 5.30%
- 6M
- 5.71%
- YTD
- 8.12%
- 1Y
- 7.88%
- 3Y*
- 7.74%
- 5Y*
- 7.23%
- 10Y*
- 8.74%
- ALL TIME*
- 9.96%
LYYB.DE vs. UBUR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LYYB.DE Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 11.42% | 2.83% | 31.27% | 22.21% | -17.02% | 38.79% | 9.55% | 34.69% | -1.22% | 6.95% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 8.12% | -5.50% | 20.30% | 3.14% | -1.97% | 35.27% | -5.38% | 32.02% | 2.78% | 2.01% |
Correlation
The correlation between LYYB.DE and UBUR.DE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.73 |
Over the past year, the correlation between LYYB.DE and UBUR.DE has dropped to 0.03 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.
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Return for Risk
LYYB.DE vs. UBUR.DE — Risk / Return Rank
LYYB.DE
UBUR.DE
LYYB.DE vs. UBUR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist (LYYB.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.
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.
| LYYB.DE | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.13 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.01 | +1.52 |
| Martin ratioReturn relative to average drawdown | 8.51 | 2.37 | +6.14 |
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Drawdowns
LYYB.DE vs. UBUR.DE - Drawdown Comparison
The maximum LYYB.DE drawdown since its inception was -53.38%, which is greater than UBUR.DE's maximum drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for LYYB.DE and UBUR.DE.
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Drawdown Indicators
| LYYB.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -35.34% | -18.04% |
Max Drawdown (1Y)Largest decline over 1 year | -8.32% | -7.81% | -0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -24.11% | -14.40% | -9.71% |
Max Drawdown (5Y)Largest decline over 5 years | -24.11% | -14.40% | -9.71% |
Max Drawdown (10Y)Largest decline over 10 years | -34.12% | -35.34% | +1.22% |
Current DrawdownCurrent decline from peak | -1.02% | -4.49% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -9.09% | -5.83% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 3.31% | -0.84% |
Volatility
LYYB.DE vs. UBUR.DE - Volatility Comparison
The current volatility for Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist (LYYB.DE) is 3.08%, while UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a volatility of 4.02%. This indicates that LYYB.DE experiences smaller price fluctuations and is considered to be less risky than UBUR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LYYB.DE | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 4.02% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 8.14% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.04% | 10.57% | +1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 12.46% | +3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 14.16% | +2.15% |
LYYB.DE vs. UBUR.DE - Expense Ratio Comparison
LYYB.DE has a 0.09% expense ratio, which is lower than UBUR.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LYYB.DE vs. UBUR.DE - Dividend Comparison
LYYB.DE's dividend yield for the trailing twelve months is around 0.81%, less than UBUR.DE's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYYB.DE Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 0.81% | 0.99% | 0.78% | 0.00% | 1.12% | 0.95% | 1.31% | 1.14% | 1.81% | 1.64% | 1.87% | 2.03% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.75% | 2.04% | 1.57% | 1.52% | 1.37% | 1.09% | 1.84% | 1.58% | 1.66% | 1.70% | 1.45% | 0.00% |
Frequently Asked Questions
LYYB.DE and UBUR.DE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LYYB.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LYYB.DE is cheaper with a 0.09% expense ratio, compared with 0.18% for UBUR.DE.
LYYB.DE tracks MSCI USA ESG Broad Select, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.09% for LYYB.DE and 0.18% for UBUR.DE.
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