UBU3.DE vs. DJAM.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and DJAM.DE (Lyxor Dow Jones Industrial Average UCITS ETF Dist) are both Large Cap Blend Equities funds - UBU3.DE tracks the MSCI USA while DJAM.DE tracks the Dow Jones Industrial Average. Both are passively managed. Over the past 10 years, UBU3.DE returned 14.72%/yr vs 12.59%/yr for DJAM.DE. Their correlation of 0.91 suggests significant overlap in exposure. UBU3.DE charges 0.07%/yr vs 0.50%/yr for DJAM.DE.
Performance
UBU3.DE vs. DJAM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU3.DE achieves a 11.22% return, which is significantly higher than DJAM.DE's 8.12% return. Over the past 10 years, UBU3.DE has outperformed DJAM.DE with an annualized return of 14.72%, while DJAM.DE has yielded a comparatively lower 12.59% annualized return.
UBU3.DE
- 1D
- -0.11%
- 1M
- 5.37%
- YTD
- 11.22%
- 6M
- 11.16%
- 1Y
- 25.10%
- 3Y*
- 18.90%
- 5Y*
- 14.24%
- 10Y*
- 14.72%
DJAM.DE
- 1D
- 1.22%
- 1M
- 5.73%
- YTD
- 8.12%
- 6M
- 8.61%
- 1Y
- 20.41%
- 3Y*
- 13.60%
- 5Y*
- 10.75%
- 10Y*
- 12.59%
UBU3.DE vs. DJAM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -15.80% | 38.39% | 9.26% | 34.44% | -1.64% | 6.56% |
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 8.12% | 2.01% | 21.39% | 11.90% | -2.34% | 31.92% | -1.77% | 28.23% | -0.54% | 12.02% |
Correlation
The correlation between UBU3.DE and DJAM.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since May 31, 2012 | 0.91 |
The correlation between UBU3.DE and DJAM.DE shifts across timeframes, from 0.77 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBU3.DE vs. DJAM.DE — Risk / Return Rank
UBU3.DE
DJAM.DE
UBU3.DE vs. DJAM.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 Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.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 | DJAM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.31 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 2.77 | +0.62 |
| Martin ratioReturn relative to average drawdown | 11.75 | 9.22 | +2.53 |
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 | DJAM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.70 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.76 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.78 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.62 | +0.30 |
Drawdowns
UBU3.DE vs. DJAM.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, smaller than the maximum DJAM.DE drawdown of -47.32%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and DJAM.DE.
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Drawdown Indicators
| UBU3.DE | DJAM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -47.32% | +13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -7.34% | -0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -21.15% | -2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -21.15% | -2.58% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | -36.30% | +2.26% |
Current DrawdownCurrent decline from peak | -0.41% | 0.00% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -7.81% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.21% | -0.08% |
Volatility
UBU3.DE vs. DJAM.DE - Volatility Comparison
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) and Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.DE) have volatilities of 2.73% and 2.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBU3.DE | DJAM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 2.87% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 8.34% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 11.93% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 14.07% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 16.09% | +0.13% |
UBU3.DE vs. DJAM.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than DJAM.DE's 0.50% expense ratio.
Dividends
UBU3.DE vs. DJAM.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, less than DJAM.DE's 0.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 0.73% | 0.79% | 1.17% | 1.06% | 1.80% | 1.11% | 1.62% | 1.25% | 1.90% | 1.71% | 2.26% | 2.44% |
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
UBU3.DE and DJAM.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.50% for DJAM.DE.
UBU3.DE tracks MSCI USA, while DJAM.DE tracks Dow Jones Industrial Average. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.07% for UBU3.DE and 0.50% for DJAM.DE.
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