UB03.L vs. VUKE.DE
Compare and contrast key facts about UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis (UB03.L) and Vanguard FTSE 100 UCITS ETF Distributing (VUKE.DE).
UB03.L and VUKE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UB03.L is a passively managed fund by UBS that tracks the performance of the FTSE AllSh TR GBP. It was launched on Oct 31, 2001. VUKE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE AllSh TR GBP. It was launched on May 22, 2012. Both UB03.L and VUKE.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UB03.L or VUKE.DE.
Correlation
The correlation between UB03.L and VUKE.DE is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UB03.L vs. VUKE.DE - Performance Comparison
Key characteristics
UB03.L:
2.16
VUKE.DE:
2.12
UB03.L:
2.77
VUKE.DE:
2.89
UB03.L:
1.40
VUKE.DE:
1.38
UB03.L:
4.68
VUKE.DE:
3.84
UB03.L:
15.63
VUKE.DE:
14.44
UB03.L:
2.33%
VUKE.DE:
1.60%
UB03.L:
14.92%
VUKE.DE:
10.89%
UB03.L:
-33.83%
VUKE.DE:
-40.16%
UB03.L:
0.00%
VUKE.DE:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with UB03.L having a 7.93% return and VUKE.DE slightly lower at 7.57%.
UB03.L
7.93%
5.28%
8.35%
19.10%
12.98%
14.08%
VUKE.DE
7.57%
7.16%
11.05%
23.20%
6.79%
N/A
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UB03.L vs. VUKE.DE - Expense Ratio Comparison
UB03.L has a 0.20% expense ratio, which is higher than VUKE.DE's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
UB03.L vs. VUKE.DE — Risk-Adjusted Performance Rank
UB03.L
VUKE.DE
UB03.L vs. VUKE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis (UB03.L) and Vanguard FTSE 100 UCITS ETF Distributing (VUKE.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.
Dividends
UB03.L vs. VUKE.DE - Dividend Comparison
UB03.L's dividend yield for the trailing twelve months is around 3.44%, which matches VUKE.DE's 3.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UB03.L UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis | 3.44% | 3.75% | 3.63% | 3.69% | 3.10% | 3.72% | 4.13% | 4.21% | 3.30% | 3.61% | 4.14% | 6.96% |
VUKE.DE Vanguard FTSE 100 UCITS ETF Distributing | 3.44% | 3.70% | 3.84% | 4.08% | 3.81% | 2.95% | 4.49% | 4.74% | 0.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
UB03.L vs. VUKE.DE - Drawdown Comparison
The maximum UB03.L drawdown since its inception was -33.83%, smaller than the maximum VUKE.DE drawdown of -40.16%. Use the drawdown chart below to compare losses from any high point for UB03.L and VUKE.DE. For additional features, visit the drawdowns tool.
Volatility
UB03.L vs. VUKE.DE - Volatility Comparison
UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis (UB03.L) has a higher volatility of 4.34% compared to Vanguard FTSE 100 UCITS ETF Distributing (VUKE.DE) at 3.69%. This indicates that UB03.L's price experiences larger fluctuations and is considered to be riskier than VUKE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.