S5SD.L vs. UC99.L

Last updated Apr 2, 2026

Compare and contrast key facts about UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis (S5SD.L) and UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L).

S5SD.L and UC99.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. S5SD.L is a passively managed fund by UBS that tracks the performance of the S&P 500 Index. It was launched on Mar 25, 2019. UC99.L is a passively managed fund by UBS that tracks the performance of the Russell 1000 TR USD. It was launched on Aug 26, 2015. Both S5SD.L and UC99.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

S5SD.L vs. UC99.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis (S5SD.L) and UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L). The values are adjusted to include any dividend payments, if applicable.

S5SD.L vs. UC99.L - Yearly Performance Comparison

	2026 (YTD)	2025
S5SD.L UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis	-4.98%	27.97%
UC99.L UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis	-4.43%	27.82%

Returns By Period

In the year-to-date period, S5SD.L achieves a -4.98% return, which is significantly lower than UC99.L's -4.43% return.

S5SD.L

• 1D: 0.67%
• 1M: -5.19%
• YTD: -4.98%
• 6M: -0.09%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

UC99.L

• 1D: 2.20%
• 1M: -4.06%
• YTD: -4.43%
• 6M: 0.60%
• 1Y: 15.75%
• 3Y*: 15.81%
• 5Y*: 12.14%
• 10Y*: 15.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

S5SD.L vs. UC99.L - Expense Ratio Comparison

S5SD.L has a 0.12% expense ratio, which is lower than UC99.L's 0.25% 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%.

UC99.L

UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis

S5SD.L

UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis

Return for Risk

S5SD.L vs. UC99.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UC99.L

UC99.L Risk / Return Rank: 53
UC99.L Sharpe Ratio Rank: 50
UC99.L Sortino Ratio Rank: 50
UC99.L Omega Ratio Rank: 47
UC99.L Calmar Ratio Rank: 61
UC99.L Martin Ratio Rank: 57

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

S5SD.L vs. UC99.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis (S5SD.L) and UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	S5SD.L	UC99.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.95	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.93	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.00	0.97	+1.02

Correlation

The correlation between S5SD.L and UC99.L is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

S5SD.L vs. UC99.L - Dividend Comparison

S5SD.L has not paid dividends to shareholders, while UC99.L's dividend yield for the trailing twelve months is around 0.47%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
S5SD.L UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UC99.L UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis	0.47%	0.46%	0.67%	0.85%	0.79%	0.78%	0.98%	0.78%	1.27%	0.93%	1.00%

Drawdowns

S5SD.L vs. UC99.L - Drawdown Comparison

The maximum S5SD.L drawdown since its inception was -7.32%, smaller than the maximum UC99.L drawdown of -23.04%. Use the drawdown chart below to compare losses from any high point for S5SD.L and UC99.L.

Drawdown Indicators

	S5SD.L	UC99.L	Difference
Max Drawdown Largest peak-to-trough decline	-7.32%	-23.04%	+15.72%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.71%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.04%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-23.04%	—
Current Drawdown Current decline from peak	-6.38%	-6.52%	+0.14%
Average Drawdown Average peak-to-trough decline	-1.33%	-4.11%	+2.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.57%	—

Volatility

Volatility by Period

	S5SD.L	UC99.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.37%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.23%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.70%	16.50%	-4.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.70%	16.06%	-4.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.70%	16.57%	-4.87%