UB45.L vs. VUSA.AS
Compare and contrast key facts about UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis (UB45.L) and Vanguard S&P 500 UCITS ETF (VUSA.AS).
UB45.L and VUSA.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UB45.L is a passively managed fund by UBS that tracks the performance of the MSCI AC Asia Pacific NR USD. It was launched on Aug 22, 2011. VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012. Both UB45.L and VUSA.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: UB45.L or VUSA.AS.
Correlation
The correlation between UB45.L and VUSA.AS is 0.54, 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
UB45.L vs. VUSA.AS - Performance Comparison
Key characteristics
UB45.L:
0.43
VUSA.AS:
2.06
UB45.L:
0.66
VUSA.AS:
2.84
UB45.L:
1.09
VUSA.AS:
1.41
UB45.L:
0.66
VUSA.AS:
3.12
UB45.L:
2.01
VUSA.AS:
13.63
UB45.L:
3.00%
VUSA.AS:
1.90%
UB45.L:
13.84%
VUSA.AS:
12.55%
UB45.L:
-23.46%
VUSA.AS:
-33.64%
UB45.L:
-2.36%
VUSA.AS:
-1.04%
Returns By Period
In the year-to-date period, UB45.L achieves a 1.80% return, which is significantly lower than VUSA.AS's 2.12% return. Over the past 10 years, UB45.L has underperformed VUSA.AS with an annualized return of 8.07%, while VUSA.AS has yielded a comparatively higher 13.66% annualized return.
UB45.L
1.80%
2.49%
5.26%
6.03%
3.34%
8.07%
VUSA.AS
2.12%
2.54%
18.26%
26.82%
14.49%
13.66%
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UB45.L vs. VUSA.AS - Expense Ratio Comparison
UB45.L has a 0.40% expense ratio, which is higher than VUSA.AS's 0.07% expense ratio.
Risk-Adjusted Performance
UB45.L vs. VUSA.AS — Risk-Adjusted Performance Rank
UB45.L
VUSA.AS
UB45.L vs. VUSA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis (UB45.L) and Vanguard S&P 500 UCITS ETF (VUSA.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
UB45.L vs. VUSA.AS - Dividend Comparison
UB45.L's dividend yield for the trailing twelve months is around 2.03%, more than VUSA.AS's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UB45.L UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis | 2.03% | 1.81% | 1.88% | 2.08% | 1.42% | 1.73% | 2.39% | 2.79% | 2.48% | 2.20% | 2.60% | 1.89% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 0.97% | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% |
Drawdowns
UB45.L vs. VUSA.AS - Drawdown Comparison
The maximum UB45.L drawdown since its inception was -23.46%, smaller than the maximum VUSA.AS drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for UB45.L and VUSA.AS. For additional features, visit the drawdowns tool.
Volatility
UB45.L vs. VUSA.AS - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis (UB45.L) is 3.27%, while Vanguard S&P 500 UCITS ETF (VUSA.AS) has a volatility of 4.55%. This indicates that UB45.L experiences smaller price fluctuations and is considered to be less risky than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.