UBU3.DE vs. MVEA.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and MVEA.DE (iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF) are both Large Cap Blend Equities funds - UBU3.DE tracks the MSCI USA while MVEA.DE tracks the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, UBU3.DE returned 14.24%/yr vs 6.87%/yr for MVEA.DE. A 0.79 correlation means they provide meaningful diversification when combined. UBU3.DE charges 0.07%/yr vs 0.20%/yr for MVEA.DE.
Performance
UBU3.DE vs. MVEA.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 MVEA.DE's 2.43% return.
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%
MVEA.DE
- 1D
- -0.13%
- 1M
- 3.15%
- YTD
- 2.43%
- 6M
- 2.17%
- 1Y
- 1.20%
- 3Y*
- 6.69%
- 5Y*
- 6.87%
- 10Y*
- —
UBU3.DE vs. MVEA.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% | 20.29% |
MVEA.DE iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF | 2.43% | -7.09% | 19.73% | 8.74% | -6.83% | 34.90% | 5.86% |
Correlation
The correlation between UBU3.DE and MVEA.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020 | 0.79 |
Over the past year, the correlation between UBU3.DE and MVEA.DE has dropped to 0.49 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
UBU3.DE vs. MVEA.DE — Risk / Return Rank
UBU3.DE
MVEA.DE
UBU3.DE vs. MVEA.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 iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF (MVEA.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 | MVEA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.05 | ||
| Sortino ratioReturn per unit of downside risk | +2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.02 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 0.17 | +3.21 |
| Martin ratioReturn relative to average drawdown | 11.75 | 0.35 | +11.40 |
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 | MVEA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.09 | +2.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.55 | +0.36 |
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 | 0.66 | +0.26 |
Drawdowns
UBU3.DE vs. MVEA.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, which is greater than MVEA.DE's maximum drawdown of -17.47%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and MVEA.DE.
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Drawdown Indicators
| UBU3.DE | MVEA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -17.47% | -16.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -4.92% | -2.47% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -17.47% | -6.26% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -17.47% | -6.26% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -10.27% | +9.86% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -5.38% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.39% | -0.26% |
Volatility
UBU3.DE vs. MVEA.DE - Volatility Comparison
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) and iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF (MVEA.DE) have volatilities of 2.73% and 2.72%, 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 | MVEA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 2.72% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 5.90% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 8.97% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 12.27% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 12.79% | +3.43% |
UBU3.DE vs. MVEA.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than MVEA.DE's 0.20% 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. MVEA.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, while MVEA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVEA.DE iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF | 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
UBU3.DE and MVEA.DE have a correlation of 0.49, 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 0.20% for MVEA.DE.
UBU3.DE tracks MSCI USA, while MVEA.DE tracks Russell 1000 TR USD. They also come from different issuers: UBS and iShares. Their fees differ too: 0.07% for UBU3.DE and 0.20% for MVEA.DE.
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