UB82.L vs. UC44.L
UB82.L (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and UC44.L (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) are both exchange-traded funds - UB82.L is a Government Bonds fund tracking the Bloomberg US 7-10 Year Treasury Bond Index, while UC44.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, UB82.L returned 0.05%/yr vs 10.84%/yr for UC44.L. At a 0.01 correlation, their price movements are largely independent. UB82.L charges 0.05%/yr vs 0.22%/yr for UC44.L.
Performance
UB82.L vs. UC44.L - Performance Comparison
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Returns By Period
In the year-to-date period, UB82.L achieves a 0.06% return, which is significantly lower than UC44.L's 9.19% return.
UB82.L
- 1D
- 0.17%
- 1M
- 1.02%
- YTD
- 0.06%
- 6M
- -0.35%
- 1Y
- 4.22%
- 3Y*
- -0.26%
- 5Y*
- 0.05%
- 10Y*
- —
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%
UB82.L vs. UC44.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 0.06% | 0.56% | 0.48% | -3.11% | -6.16% | -0.72% | 4.31% | 7.61% | 4.05% | 0.00% |
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% | 1.66% |
Correlation
The correlation between UB82.L and UC44.L is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.00 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2017 | 0.01 |
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Return for Risk
UB82.L vs. UC44.L — Risk / Return Rank
UB82.L
UC44.L
UB82.L vs. UC44.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.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.
| UB82.L | UC44.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.17 | -1.20 |
| Martin ratioReturn relative to average drawdown | 2.38 | 7.73 | -5.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UB82.L | UC44.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.81 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.75 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.78 | -0.65 |
Drawdowns
UB82.L vs. UC44.L - Drawdown Comparison
The maximum UB82.L drawdown since its inception was -23.85%, roughly equal to the maximum UC44.L drawdown of -24.11%. Use the drawdown chart below to compare losses from any high point for UB82.L and UC44.L.
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Drawdown Indicators
| UB82.L | UC44.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -24.11% | +0.26% |
Max Drawdown (1Y)Largest decline over 1 year | -4.86% | -9.61% | +4.75% |
Max Drawdown (3Y)Largest decline over 3 years | -7.79% | -20.15% | +12.36% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -22.39% | +6.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.11% | — |
Current DrawdownCurrent decline from peak | -19.18% | 0.00% | -19.18% |
Average DrawdownAverage peak-to-trough decline | -16.84% | -4.52% | -12.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.71% | -0.56% |
Volatility
UB82.L vs. UC44.L - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.L) is 1.49%, while UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UC44.L) has a volatility of 3.13%. This indicates that UB82.L experiences smaller price fluctuations and is considered to be less risky 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
| UB82.L | UC44.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 3.13% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 4.44% | 8.72% | -4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.57% | 11.50% | -4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.53% | 14.43% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.99% | 14.93% | +1.06% |
UB82.L vs. UC44.L - Expense Ratio Comparison
UB82.L has a 0.05% 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
UB82.L vs. UC44.L - Dividend Comparison
UB82.L's dividend yield for the trailing twelve months is around 3.10%, more than UC44.L's 0.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.10% | 2.20% | 2.52% | 2.82% | 1.33% | 0.99% | 1.81% | 1.93% | 2.69% | 0.00% | 0.00% | 0.00% |
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
UB82.L and UC44.L have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UB82.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB82.L is cheaper with a 0.05% expense ratio, compared with 0.22% for UC44.L.
UB82.L is categorized as Government Bonds, while UC44.L is Global Equities. UB82.L tracks Bloomberg US 7-10 Year Treasury Bond Index, while UC44.L tracks MSCI ACWI NR USD. Their fees differ too: 0.05% for UB82.L and 0.22% for UC44.L.
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