PHSP.L vs. UBU5.DE
PHSP.L (WisdomTree Physical Silver) and UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) are both exchange-traded funds - PHSP.L is a Silver fund tracking the LBMA Silver Price, while UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value. Both are passively managed. Over the past 10 years, PHSP.L returned 10.07%/yr vs 9.80%/yr for UBU5.DE. At a 0.07 correlation, their price movements are largely independent. PHSP.L charges 0.49%/yr vs 0.20%/yr for UBU5.DE.
Performance
PHSP.L vs. UBU5.DE - Performance Comparison
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Different Trading Currencies
PHSP.L is traded in GBp, while UBU5.DE is traded in EUR. To make them comparable, the UBU5.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, PHSP.L achieves a -22.02% return, which is significantly lower than UBU5.DE's 11.34% return. Both investments have delivered pretty close results over the past 10 years, with PHSP.L having a 10.07% annualized return and UBU5.DE not far behind at 9.80%.
PHSP.L
- 1D
- -0.64%
- 1M
- -16.75%
- 6M
- -37.43%
- YTD
- -22.02%
- 1Y
- 45.55%
- 3Y*
- 28.72%
- 5Y*
- 16.80%
- 10Y*
- 10.07%
UBU5.DE
- 1D
- -0.14%
- 1M
- 0.48%
- 6M
- 7.68%
- YTD
- 11.34%
- 1Y
- 18.85%
- 3Y*
- 13.63%
- 5Y*
- 10.19%
- 10Y*
- 9.80%
PHSP.L vs. UBU5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSP.L WisdomTree Physical Silver | -22.02% | 129.68% | 22.85% | -6.51% | 15.50% | -12.11% | 40.85% | 12.57% | -3.55% | -5.67% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 11.34% | 6.54% | 14.89% | 3.36% | 3.92% | 29.06% | -4.55% | 21.55% | -2.88% | 5.29% |
Correlation
The correlation between PHSP.L and UBU5.DE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.07 |
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Return for Risk
PHSP.L vs. UBU5.DE — Risk / Return Rank
PHSP.L
UBU5.DE
PHSP.L vs. UBU5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Silver (PHSP.L) and UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.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.
| PHSP.L | UBU5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 3.66 | -2.74 |
| Martin ratioReturn relative to average drawdown | 1.96 | 13.06 | -11.10 |
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Drawdowns
PHSP.L vs. UBU5.DE - Drawdown Comparison
The maximum PHSP.L drawdown since its inception was -70.04%, which is greater than UBU5.DE's maximum drawdown of -29.20%. Use the drawdown chart below to compare losses from any high point for PHSP.L and UBU5.DE.
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Drawdown Indicators
| PHSP.L | UBU5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.04% | -29.20% | -40.84% |
Max Drawdown (1Y)Largest decline over 1 year | -49.80% | -5.10% | -44.70% |
Max Drawdown (3Y)Largest decline over 3 years | -49.80% | -18.02% | -31.78% |
Max Drawdown (5Y)Largest decline over 5 years | -49.80% | -18.02% | -31.78% |
Max Drawdown (10Y)Largest decline over 10 years | -49.80% | -29.20% | -20.60% |
Current DrawdownCurrent decline from peak | -49.80% | -0.87% | -48.93% |
Average DrawdownAverage peak-to-trough decline | -44.03% | -4.78% | -39.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.43% | 1.43% | +22.00% |
Volatility
PHSP.L vs. UBU5.DE - Volatility Comparison
WisdomTree Physical Silver (PHSP.L) has a higher volatility of 12.52% compared to UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) at 2.32%. This indicates that PHSP.L's price experiences larger fluctuations and is considered to be riskier than UBU5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSP.L | UBU5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.52% | 2.32% | +10.20% |
Volatility (6M)Calculated over the trailing 6-month period | 50.48% | 6.27% | +44.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.31% | 9.15% | +47.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.72% | 12.99% | +23.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.04% | 15.15% | +15.89% |
PHSP.L vs. UBU5.DE - Expense Ratio Comparison
PHSP.L has a 0.49% expense ratio, which is higher than UBU5.DE's 0.20% expense ratio.
Dividends
PHSP.L vs. UBU5.DE - Dividend Comparison
PHSP.L has not paid dividends to shareholders, while UBU5.DE's dividend yield for the trailing twelve months is around 1.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSP.L WisdomTree Physical Silver | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 1.35% | 2.11% | 1.74% | 2.03% | 1.92% | 1.52% | 2.49% | 1.97% | 2.53% | 2.04% | 2.32% | 2.27% |
Frequently Asked Questions
PHSP.L and UBU5.DE have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU5.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU5.DE is cheaper with a 0.20% expense ratio, compared with 0.49% for PHSP.L.
PHSP.L is categorized as Silver, while UBU5.DE is Large Cap Value Equities. PHSP.L tracks LBMA Silver Price, while UBU5.DE tracks MSCI USA Value. They also come from different issuers: WisdomTree and UBS. Their fees differ too: 0.49% for PHSP.L and 0.20% for UBU5.DE.
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