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UB01.L vs. UC44.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UB01.L vs. UC44.L

Last updated Jun 5, 2026

UB01.L (UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis) and UC44.L (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) are both exchange-traded funds - UB01.L is a Europe Equities fund tracking the MSCI EMU NR EUR, while UC44.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. Over the past 10 years, UB01.L returned 11.99%/yr vs 13.02%/yr for UC44.L. At a 0.24 correlation, their price movements are largely independent. UB01.L charges 0.15%/yr vs 0.22%/yr for UC44.L.

Performance

UB01.L vs. UC44.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis (UB01.L) and UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UC44.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UB01.L achieves a 6.40% return, which is significantly lower than UC44.L's 9.19% return. Over the past 10 years, UB01.L has underperformed UC44.L with an annualized return of 11.99%, while UC44.L has yielded a comparatively higher 13.02% annualized return.

UB01.L

1D
0.60%
1M
4.75%
YTD
6.40%
6M
7.48%
1Y
18.69%
3Y*
16.47%
5Y*
11.63%
10Y*
11.99%

UC44.L

1D
0.39%
1M
6.87%
YTD
9.19%
6M
9.44%
1Y
20.96%
3Y*
14.50%
5Y*
10.84%
10Y*
13.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UB01.L vs. UC44.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
UB01.L
UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis		6.40%28.34%6.43%19.85%-4.38%14.47%4.04%16.99%-6.90%18.45%
UC44.L
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis		9.19%5.87%18.30%22.09%-15.47%26.34%14.89%24.15%-2.54%12.60%

Correlation

The correlation between UB01.L and UC44.L is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.61

Correlation (3Y)
Calculated over the trailing 3-year period

0.44

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since May 14, 2013

0.24

Over the past year, UB01.L and UC44.L have become more correlated (0.61) than their long-term average of 0.24, meaning their price movements have been converging.

UB01.L vs. UC44.L - Sectors Allocation Comparison

Sectors
UB01.L
UC44.L

Financial Services

25.0%
16.1%

Industrials

21.7%
12.0%

Technology

17.8%
36.3%

Consumer Cyclical

9.6%
10.9%

Consumer Defensive

5.4%
5.5%

Healthcare

5.1%
8.9%

Energy

5.0%
0.0%

Utilities

4.6%
0.9%

Basic Materials

3.5%
3.0%

Communication Services

2.4%
3.9%

Real Estate

-

2.5%

Financial Services

UB01.L
25.0%
UC44.L
16.1%

Industrials

UB01.L
21.7%
UC44.L
12.0%

Technology

UB01.L
17.8%
UC44.L
36.3%

Consumer Cyclical

UB01.L
9.6%
UC44.L
10.9%

Consumer Defensive

UB01.L
5.4%
UC44.L
5.5%

Healthcare

UB01.L
5.1%
UC44.L
8.9%

Energy

UB01.L
5.0%
UC44.L
0.0%

Utilities

UB01.L
4.6%
UC44.L
0.9%

Basic Materials

UB01.L
3.5%
UC44.L
3.0%

Communication Services

UB01.L
2.4%
UC44.L
3.9%

Real Estate

UB01.L

-

UC44.L
2.5%

Compare stocks, funds, or ETFs

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UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis

UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis

Often compared with UB01.L:
UB01.L vs. PSRE.LUB01.L vs. SPYUB01.L vs. LDEG.LUB01.L vs. SCHDUB01.L vs. IEURUB01.L vs. EUFM.LUB01.L vs. UC96.L
Often compared with UC44.L:
UC44.L vs. SRIW.LUC44.L vs. V3AB.LUC44.L vs. VWRP.LUC44.L vs. ^GSPCUC44.L vs. SEMC.LUC44.L vs. EUFM.LUC44.L vs. UB20.L

Return for Risk

UB01.L vs. UC44.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UB01.L
UB01.L Risk / Return Rank: 4242
Overall Rank
UB01.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
UB01.L Sortino Ratio Rank: 4242
Sortino Ratio Rank
UB01.L Omega Ratio Rank: 4242
Omega Ratio Rank
UB01.L Calmar Ratio Rank: 4242
Calmar Ratio Rank
UB01.L Martin Ratio Rank: 4141
Martin Ratio Rank
UC44.L
UC44.L Risk / Return Rank: 5151
Overall Rank
UC44.L Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
UC44.L Sortino Ratio Rank: 5555
Sortino Ratio Rank
UC44.L Omega Ratio Rank: 5454
Omega Ratio Rank
UC44.L Calmar Ratio Rank: 4444
Calmar Ratio Rank
UC44.L Martin Ratio Rank: 4747
Martin Ratio Rank
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.

UB01.L vs. UC44.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis (UB01.L) and UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UC44.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.

UB01.LUC44.LDifference
Sharpe ratioReturn per unit of total volatility
1.44
1.81

-0.37

Sortino ratioReturn per unit of downside risk
2.12
2.58

-0.45

Omega ratioGain probability vs. loss probability

1.27

1.33

-0.07

Calmar ratioReturn relative to maximum drawdown

2.05

2.17

-0.12

Martin ratioReturn relative to average drawdown

6.42

7.73

-1.31

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UB01.L vs. UC44.L - Sharpe Ratio Comparison

The current UB01.L Sharpe Ratio is 1.44, which is comparable to the UC44.L Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of UB01.L and UC44.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

UB01.LUC44.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

1.81

-0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

0.75

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.68

0.87

+0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

1.61

0.78

+0.82

Drawdowns

UB01.L vs. UC44.L - Drawdown Comparison

The maximum UB01.L drawdown since its inception was -29.27%, which is greater than UC44.L's maximum drawdown of -24.11%. Use the drawdown chart below to compare losses from any high point for UB01.L and UC44.L.

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Drawdown Indicators

UB01.LUC44.LDifference

Max Drawdown

Largest peak-to-trough decline

-29.27%

-24.11%

-5.16%

Max Drawdown (1Y)

Largest decline over 1 year

-11.38%

-9.61%

-1.77%

Max Drawdown (3Y)

Largest decline over 3 years

-13.55%

-20.15%

+6.60%

Max Drawdown (5Y)

Largest decline over 5 years

-21.12%

-22.39%

+1.27%

Max Drawdown (10Y)

Largest decline over 10 years

-29.27%

-24.11%

-5.16%

Current Drawdown

Current decline from peak

-0.60%

0.00%

-0.60%

Average Drawdown

Average peak-to-trough decline

-4.20%

-4.52%

+0.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.92%

2.71%

+1.21%

Volatility

UB01.L vs. UC44.L - Volatility Comparison

UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis (UB01.L) has a higher volatility of 4.80% compared to UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UC44.L) at 3.13%. This indicates that UB01.L's price experiences larger fluctuations and is considered to be riskier than UC44.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

UB01.LUC44.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.80%

3.13%

+1.67%

Volatility (6M)

Calculated over the trailing 6-month period

12.76%

8.72%

+4.04%

Volatility (1Y)

Calculated over the trailing 1-year period

16.17%

11.50%

+4.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.79%

14.43%

+12.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.14%

14.93%

+16.21%

UB01.L vs. UC44.L - Expense Ratio Comparison

UB01.L has a 0.15% expense ratio, which is lower than UC44.L's 0.22% 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

UB01.L vs. UC44.L - Dividend Comparison

UB01.L's dividend yield for the trailing twelve months is around 2.56%, more than UC44.L's 0.86% yield.

PositionTTM20252024202320222021202020192018201720162015
UB01.L
UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis		2.56%2.43%3.13%2.86%2.78%1.94%1.93%3.04%2.77%2.89%3.55%3.50%
UC44.L
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis		0.86%1.01%1.05%1.13%1.33%1.01%1.23%1.70%1.88%1.91%1.81%1.78%

Frequently Asked Questions

UB01.L and UC44.L have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, UB01.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

UB01.L is cheaper with a 0.15% expense ratio, compared with 0.22% for UC44.L.

UB01.L is categorized as Europe Equities, while UC44.L is Global Equities. UB01.L tracks MSCI EMU NR EUR, while UC44.L tracks MSCI ACWI NR USD. Their fees differ too: 0.15% for UB01.L and 0.22% for UC44.L.

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