UBU3.DE vs. SC0H.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and SC0H.DE (Invesco MSCI USA UCITS ETF) are both Large Cap Blend Equities funds tracking the MSCI USA, from UBS and Invesco respectively. Both are passively managed. Over the past 10 years, UBU3.DE returned 14.72%/yr vs 15.07%/yr for SC0H.DE. With a 0.99 correlation, they move nearly in lockstep. UBU3.DE charges 0.07%/yr vs 0.05%/yr for SC0H.DE.
Performance
UBU3.DE vs. SC0H.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with UBU3.DE having a 11.22% return and SC0H.DE slightly higher at 11.30%. Both investments have delivered pretty close results over the past 10 years, with UBU3.DE having a 14.72% annualized return and SC0H.DE not far ahead at 15.07%.
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%
SC0H.DE
- 1D
- -0.11%
- 1M
- 5.36%
- YTD
- 11.30%
- 6M
- 11.28%
- 1Y
- 25.34%
- 3Y*
- 19.18%
- 5Y*
- 14.59%
- 10Y*
- 15.07%
UBU3.DE vs. SC0H.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% |
SC0H.DE Invesco MSCI USA UCITS ETF | 11.30% | 4.77% | 32.56% | 23.60% | -15.55% | 38.99% | 9.76% | 35.08% | -1.12% | 6.55% |
Correlation
The correlation between UBU3.DE and SC0H.DE is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since May 31, 2012 | 0.99 |
The correlation between UBU3.DE and SC0H.DE has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
UBU3.DE vs. SC0H.DE — Risk / Return Rank
UBU3.DE
SC0H.DE
UBU3.DE vs. SC0H.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 Invesco MSCI USA UCITS ETF (SC0H.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 | SC0H.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.40 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.45 | -0.06 |
| Martin ratioReturn relative to average drawdown | 11.75 | 11.96 | -0.21 |
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 | SC0H.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.16 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.94 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.92 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.98 | -0.05 |
Drawdowns
UBU3.DE vs. SC0H.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, roughly equal to the maximum SC0H.DE drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and SC0H.DE.
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Drawdown Indicators
| UBU3.DE | SC0H.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -34.20% | +0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -7.32% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -23.66% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -23.66% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | -34.20% | +0.16% |
Current DrawdownCurrent decline from peak | -0.41% | -0.41% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -4.13% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.11% | +0.02% |
Volatility
UBU3.DE vs. SC0H.DE - Volatility Comparison
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) and Invesco MSCI USA UCITS ETF (SC0H.DE) have volatilities of 2.73% and 2.68%, 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 | SC0H.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 2.68% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 7.66% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 11.67% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 15.41% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 16.23% | -0.01% |
UBU3.DE vs. SC0H.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is higher than SC0H.DE's 0.05% 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%.
Dividends
UBU3.DE vs. SC0H.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, while SC0H.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SC0H.DE Invesco MSCI USA 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
With a correlation of 1.00, UBU3.DE and SC0H.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, SC0H.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC0H.DE is cheaper with a 0.05% expense ratio, compared with 0.07% for UBU3.DE.
Both ETFs track MSCI USA. They also come from different issuers: UBS and Invesco. Their fees differ too: 0.07% for UBU3.DE and 0.05% for SC0H.DE.
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