OP7E.DE vs. UBUR.DE
OP7E.DE (Ossiam Bloomberg USA PAB UCITS ETF (EUR)) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - OP7E.DE tracks the Bloomberg PAB US Large & Mid Cap while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 3 years, OP7E.DE returned 16.47%/yr vs 8.11%/yr for UBUR.DE. A 0.50 correlation means they provide meaningful diversification when combined. OP7E.DE charges 0.12%/yr vs 0.18%/yr for UBUR.DE.
Performance
OP7E.DE vs. UBUR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, OP7E.DE achieves a 9.93% return, which is significantly higher than UBUR.DE's 5.99% return.
OP7E.DE
- 1D
- 0.00%
- 1M
- 2.03%
- YTD
- 9.93%
- 6M
- 10.45%
- 1Y
- 19.65%
- 3Y*
- 16.47%
- 5Y*
- —
- 10Y*
- —
UBUR.DE
- 1D
- -0.03%
- 1M
- 3.23%
- YTD
- 5.99%
- 6M
- 6.88%
- 1Y
- 6.70%
- 3Y*
- 8.11%
- 5Y*
- 7.54%
- 10Y*
- 9.24%
OP7E.DE vs. UBUR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OP7E.DE Ossiam Bloomberg USA PAB UCITS ETF (EUR) | 9.93% | 1.18% | 29.02% | 22.72% | -4.69% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 5.99% | -5.50% | 20.30% | 3.14% | -2.04% |
Correlation
The correlation between OP7E.DE and UBUR.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2022 | 0.50 |
Over the past year, the correlation between OP7E.DE and UBUR.DE has dropped to 0.13 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
OP7E.DE vs. UBUR.DE — Risk / Return Rank
OP7E.DE
UBUR.DE
OP7E.DE vs. UBUR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.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.
| OP7E.DE | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.11 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 0.86 | +1.33 |
| Martin ratioReturn relative to average drawdown | 7.01 | 2.03 | +4.98 |
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Drawdowns
OP7E.DE vs. UBUR.DE - Drawdown Comparison
The maximum OP7E.DE drawdown since its inception was -23.71%, smaller than the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for OP7E.DE and UBUR.DE.
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Drawdown Indicators
| OP7E.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -35.34% | +11.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -7.81% | -1.13% |
Max Drawdown (3Y)Largest decline over 3 years | -23.71% | -14.40% | -9.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.34% | — |
Current DrawdownCurrent decline from peak | -0.06% | -6.37% | +6.31% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -5.83% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.30% | -0.51% |
Volatility
OP7E.DE vs. UBUR.DE - Volatility Comparison
The current volatility for Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.DE) is 3.51%, while UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a volatility of 4.18%. This indicates that OP7E.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
| OP7E.DE | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 4.18% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 7.74% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.36% | 10.59% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.87% | 12.43% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.87% | 14.14% | +0.73% |
OP7E.DE vs. UBUR.DE - Expense Ratio Comparison
OP7E.DE has a 0.12% 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
OP7E.DE vs. UBUR.DE - Dividend Comparison
OP7E.DE has not paid dividends to shareholders, while UBUR.DE's dividend yield for the trailing twelve months is around 1.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
OP7E.DE Ossiam Bloomberg USA PAB UCITS ETF (EUR) | 0.00% | 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 | 1.79% | 2.04% | 1.57% | 1.52% | 1.37% | 1.09% | 1.84% | 1.58% | 1.66% | 1.70% | 1.45% |
Frequently Asked Questions
OP7E.DE and UBUR.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OP7E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OP7E.DE is cheaper with a 0.12% expense ratio, compared with 0.18% for UBUR.DE.
OP7E.DE tracks Bloomberg PAB US Large & Mid Cap, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: Natixis and UBS. Their fees differ too: 0.12% for OP7E.DE and 0.18% for UBUR.DE.
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