PSWD.DE vs. UBU7.DE
PSWD.DE (Invesco FTSE RAFI All World 3000 UCITS ETF) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - PSWD.DE tracks the FTSE RAFI All-World 3000 while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 10 years, PSWD.DE returned 11.86%/yr vs 12.53%/yr for UBU7.DE. Their correlation of 0.83 suggests significant overlap in exposure. PSWD.DE charges 0.39%/yr vs 0.10%/yr for UBU7.DE.
Performance
PSWD.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, PSWD.DE achieves a 16.46% return, which is significantly higher than UBU7.DE's 10.81% return. Over the past 10 years, PSWD.DE has underperformed UBU7.DE with an annualized return of 11.86%, while UBU7.DE has yielded a comparatively higher 12.53% annualized return.
PSWD.DE
- 1D
- -0.19%
- 1M
- 4.72%
- YTD
- 16.46%
- 6M
- 17.75%
- 1Y
- 32.88%
- 3Y*
- 18.93%
- 5Y*
- 13.34%
- 10Y*
- 11.86%
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
PSWD.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 16.46% | 14.64% | 17.68% | 12.73% | -3.63% | 31.90% | -3.90% | 26.32% | -9.60% | 5.60% |
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 PSWD.DE and UBU7.DE is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2014 | 0.83 |
The correlation between PSWD.DE and UBU7.DE has been stable across timeframes, ranging from 0.83 to 0.87 - a consistent structural relationship.
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Return for Risk
PSWD.DE vs. UBU7.DE — Risk / Return Rank
PSWD.DE
UBU7.DE
PSWD.DE vs. UBU7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.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.
| PSWD.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.96 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.58 | 1.40 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 5.56 | 3.58 | +1.98 |
| Martin ratioReturn relative to average drawdown | 22.39 | 14.23 | +8.16 |
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
| PSWD.DE | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.10 | 2.14 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.89 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.82 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.82 | -0.15 |
Drawdowns
PSWD.DE vs. UBU7.DE - Drawdown Comparison
The maximum PSWD.DE drawdown since its inception was -36.39%, 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 PSWD.DE and UBU7.DE.
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Drawdown Indicators
| PSWD.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.39% | -33.84% | -2.55% |
Max Drawdown (1Y)Largest decline over 1 year | -5.89% | -6.61% | +0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -18.19% | -21.69% | +3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.19% | -21.69% | +3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -36.39% | -33.84% | -2.55% |
Current DrawdownCurrent decline from peak | -0.31% | -0.31% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -4.24% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.66% | -0.20% |
Volatility
PSWD.DE vs. UBU7.DE - Volatility Comparison
Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) has a higher volatility of 3.08% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that PSWD.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
| PSWD.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 2.57% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 7.61% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.54% | 11.04% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.16% | 14.11% | -0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.19% | 15.11% | +0.08% |
PSWD.DE vs. UBU7.DE - Expense Ratio Comparison
PSWD.DE has a 0.39% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
PSWD.DE vs. UBU7.DE - Dividend Comparison
PSWD.DE's dividend yield for the trailing twelve months is around 1.75%, more than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 1.75% | 2.03% | 2.27% | 2.48% | 2.66% | 1.92% | 1.98% | 2.37% | 2.56% | 2.06% | 1.97% | 2.02% |
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
PSWD.DE and UBU7.DE have a correlation of 0.84, 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 0.39% for PSWD.DE.
PSWD.DE tracks FTSE RAFI All-World 3000, while UBU7.DE tracks MSCI World. They also come from different issuers: Invesco and UBS. Their fees differ too: 0.39% for PSWD.DE and 0.10% for UBU7.DE.
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