UBU3.DE vs. CSY2.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and CSY2.DE (CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD) are both Large Cap Blend Equities funds - UBU3.DE tracks the MSCI USA while CSY2.DE tracks the MSCI USA ESG Leaders. Both are passively managed. Over the past 5 years, UBU3.DE returned 14.24%/yr vs 14.65%/yr for CSY2.DE. Their correlation of 0.94 suggests significant overlap in exposure. UBU3.DE charges 0.07%/yr vs 0.10%/yr for CSY2.DE.
Performance
UBU3.DE vs. CSY2.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UBU3.DE having a 11.22% return and CSY2.DE slightly lower at 10.74%.
UBU3.DE
- 1D
- -0.11%
- 1M
- 4.51%
- YTD
- 11.22%
- 6M
- 10.60%
- 1Y
- 24.99%
- 3Y*
- 18.90%
- 5Y*
- 14.24%
- 10Y*
- 14.72%
CSY2.DE
- 1D
- 0.76%
- 1M
- 4.06%
- YTD
- 10.74%
- 6M
- 10.74%
- 1Y
- 26.29%
- 3Y*
- 19.25%
- 5Y*
- 14.65%
- 10Y*
- —
UBU3.DE vs. CSY2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -15.80% | 38.39% | 39.11% |
CSY2.DE CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD | 10.74% | 6.30% | 30.42% | 25.14% | -16.59% | 44.53% | 36.31% |
Correlation
The correlation between UBU3.DE and CSY2.DE is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2020 | 0.94 |
The correlation between UBU3.DE and CSY2.DE has been stable across timeframes, ranging from 0.94 to 0.94 - a consistent structural relationship.
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Return for Risk
UBU3.DE vs. CSY2.DE — Risk / Return Rank
UBU3.DE
CSY2.DE
UBU3.DE vs. CSY2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) and CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.DE). 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.
| UBU3.DE | CSY2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.38 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 2.87 | +0.51 |
| Martin ratioReturn relative to average drawdown | 11.75 | 10.08 | +1.67 |
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
| UBU3.DE | CSY2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.10 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.90 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 1.18 | -0.25 |
Drawdowns
UBU3.DE vs. CSY2.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, which is greater than CSY2.DE's maximum drawdown of -24.56%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and CSY2.DE.
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Drawdown Indicators
| UBU3.DE | CSY2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -24.56% | -9.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -9.14% | +1.75% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -24.56% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -24.56% | +0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -0.02% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -4.64% | +0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.61% | -0.48% |
Volatility
UBU3.DE vs. CSY2.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) is 2.73%, while CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.DE) has a volatility of 3.21%. This indicates that UBU3.DE experiences smaller price fluctuations and is considered to be less risky than CSY2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBU3.DE | CSY2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 3.21% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 8.56% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 12.52% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 16.24% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 17.19% | -0.97% |
UBU3.DE vs. CSY2.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than CSY2.DE's 0.10% 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
UBU3.DE vs. CSY2.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, while CSY2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSY2.DE CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 0.72% | 0.90% | 0.85% | 1.01% | 1.18% | 0.71% | 1.16% | 1.18% | 1.27% | 1.18% | 1.48% | 1.31% |
Frequently Asked Questions
With a correlation of 0.94, UBU3.DE and CSY2.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UBU3.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU3.DE is cheaper with a 0.07% expense ratio, compared with 0.10% for CSY2.DE.
UBU3.DE tracks MSCI USA, while CSY2.DE tracks MSCI USA ESG Leaders. They also come from different issuers: UBS and Credit Suisse. Their fees differ too: 0.07% for UBU3.DE and 0.10% for CSY2.DE.
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