UB12.L vs. IWY
Compare and contrast key facts about UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.L) and iShares Russell Top 200 Growth ETF (IWY).
UB12.L and IWY 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. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009. Both UB12.L and IWY 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 IWY.
Correlation
The correlation between UB12.L and IWY is 0.45, 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
UB12.L vs. IWY - Performance Comparison
Key characteristics
UB12.L:
1.06
IWY:
1.47
UB12.L:
1.54
IWY:
1.97
UB12.L:
1.18
IWY:
1.27
UB12.L:
1.65
IWY:
1.95
UB12.L:
3.63
IWY:
7.11
UB12.L:
3.03%
IWY:
3.80%
UB12.L:
10.34%
IWY:
18.45%
UB12.L:
-28.66%
IWY:
-32.68%
UB12.L:
-0.81%
IWY:
-3.34%
Returns By Period
In the year-to-date period, UB12.L achieves a 9.33% return, which is significantly higher than IWY's 0.43% return. Over the past 10 years, UB12.L has underperformed IWY with an annualized return of 7.77%, while IWY has yielded a comparatively higher 17.38% annualized return.
UB12.L
9.33%
2.99%
5.04%
11.17%
8.00%
7.77%
IWY
0.43%
-2.50%
9.77%
23.36%
18.78%
17.38%
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UB12.L vs. IWY - Expense Ratio Comparison
Both UB12.L and IWY have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
UB12.L vs. IWY — Risk-Adjusted Performance Rank
UB12.L
IWY
UB12.L vs. IWY - 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 Russell Top 200 Growth ETF (IWY). 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. IWY - Dividend Comparison
UB12.L's dividend yield for the trailing twelve months is around 2.65%, more than IWY's 0.42% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
UB12.L UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 2.65% | 2.75% | 2.73% | 2.73% | 2.08% | 2.03% | 3.07% | 3.33% | 2.90% | 3.73% | 3.17% | 3.31% |
IWY iShares Russell Top 200 Growth ETF | 0.42% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
UB12.L vs. IWY - Drawdown Comparison
The maximum UB12.L drawdown since its inception was -28.66%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for UB12.L and IWY. For additional features, visit the drawdowns tool.
Volatility
UB12.L vs. IWY - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.L) is 3.46%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.36%. This indicates that UB12.L experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.