UB99.L vs. VUSA.L
Compare and contrast key facts about UBS ETF (LU) Bloomberg Euro Area Liquid Corporates UCITS ETF (EUR) A-dis (UB99.L) and Vanguard S&P 500 UCITS ETF (VUSA.L).
UB99.L and VUSA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UB99.L is a passively managed fund by UBS Fund Management (Luxembourg) S.A. that tracks the performance of the Bloomberg Euro Area Liquid Corporates. It was launched on Jan 24, 2012. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012. Both UB99.L and VUSA.L 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: UB99.L or VUSA.L.
Correlation
The correlation between UB99.L and VUSA.L is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UB99.L vs. VUSA.L - Performance Comparison
Key characteristics
Returns By Period
UB99.L
N/A
N/A
N/A
N/A
N/A
N/A
VUSA.L
3.03%
1.83%
119.15%
347.49%
475.71%
308.04%
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UB99.L vs. VUSA.L - Expense Ratio Comparison
UB99.L has a 0.18% expense ratio, which is higher than VUSA.L's 0.07% 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
UB99.L vs. VUSA.L — Risk-Adjusted Performance Rank
UB99.L
VUSA.L
UB99.L vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg Euro Area Liquid Corporates UCITS ETF (EUR) A-dis (UB99.L) and Vanguard S&P 500 UCITS ETF (VUSA.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.
Dividends
UB99.L vs. VUSA.L - Dividend Comparison
UB99.L has not paid dividends to shareholders, while VUSA.L's dividend yield for the trailing twelve months is around 75.77%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UB99.L UBS ETF (LU) Bloomberg Euro Area Liquid Corporates UCITS ETF (EUR) A-dis | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUSA.L Vanguard S&P 500 UCITS ETF | 75.77% | 78.07% | 99.95% | 114.63% | 75.83% | 114.85% | 117.08% | 129.94% | 123.71% | 117.17% | 113.20% | 91.78% |
Drawdowns
UB99.L vs. VUSA.L - Drawdown Comparison
Volatility
UB99.L vs. VUSA.L - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg Euro Area Liquid Corporates UCITS ETF (EUR) A-dis (UB99.L) is 0.00%, while Vanguard S&P 500 UCITS ETF (VUSA.L) has a volatility of 4.06%. This indicates that UB99.L experiences smaller price fluctuations and is considered to be less risky than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.