UB12.L vs. CEMU.AS
Compare and contrast key facts about UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.L) and iShares Core MSCI EMU UCITS ETF EUR (Acc) (CEMU.AS).
UB12.L and CEMU.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UB12.L is a passively managed fund by UBS that tracks the performance of the MSCI Europe NR EUR. It was launched on Oct 5, 2009. CEMU.AS is a passively managed fund by iShares that tracks the performance of the MSCI EMU NR EUR. It was launched on Jan 12, 2010. Both UB12.L and CEMU.AS 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: UB12.L or CEMU.AS.
Correlation
The correlation between UB12.L and CEMU.AS is 0.87, 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.
Performance
UB12.L vs. CEMU.AS - Performance Comparison
Key characteristics
UB12.L:
1.04
CEMU.AS:
1.23
UB12.L:
1.51
CEMU.AS:
1.75
UB12.L:
1.18
CEMU.AS:
1.21
UB12.L:
1.61
CEMU.AS:
1.62
UB12.L:
3.55
CEMU.AS:
5.04
UB12.L:
3.03%
CEMU.AS:
3.04%
UB12.L:
10.34%
CEMU.AS:
12.43%
UB12.L:
-28.66%
CEMU.AS:
-38.38%
UB12.L:
-1.18%
CEMU.AS:
-1.43%
Returns By Period
In the year-to-date period, UB12.L achieves a 8.93% return, which is significantly lower than CEMU.AS's 10.31% return. Over the past 10 years, UB12.L has outperformed CEMU.AS with an annualized return of 7.80%, while CEMU.AS has yielded a comparatively lower 7.22% annualized return.
UB12.L
8.93%
3.02%
4.85%
11.62%
7.92%
7.80%
CEMU.AS
10.31%
5.25%
11.42%
16.95%
8.49%
7.22%
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UB12.L vs. CEMU.AS - Expense Ratio Comparison
UB12.L has a 0.20% expense ratio, which is higher than CEMU.AS's 0.12% 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
UB12.L vs. CEMU.AS — Risk-Adjusted Performance Rank
UB12.L
CEMU.AS
UB12.L vs. CEMU.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.L) and iShares Core MSCI EMU UCITS ETF EUR (Acc) (CEMU.AS). 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
UB12.L vs. CEMU.AS - Dividend Comparison
UB12.L's dividend yield for the trailing twelve months is around 2.66%, while CEMU.AS has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UB12.L UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 2.66% | 2.75% | 2.73% | 2.73% | 2.08% | 2.03% | 3.07% | 3.33% | 2.90% | 3.73% | 3.17% | 3.31% |
CEMU.AS iShares Core MSCI EMU UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UB12.L vs. CEMU.AS - Drawdown Comparison
The maximum UB12.L drawdown since its inception was -28.66%, smaller than the maximum CEMU.AS drawdown of -38.38%. Use the drawdown chart below to compare losses from any high point for UB12.L and CEMU.AS. For additional features, visit the drawdowns tool.
Volatility
UB12.L vs. CEMU.AS - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.L) is 3.46%, while iShares Core MSCI EMU UCITS ETF EUR (Acc) (CEMU.AS) has a volatility of 4.23%. This indicates that UB12.L experiences smaller price fluctuations and is considered to be less risky than CEMU.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.