UBU3.DE vs. UBU7.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UBU3.DE is a Large Cap Blend Equities fund tracking the MSCI USA, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UBU3.DE returned 14.72%/yr vs 12.53%/yr for UBU7.DE. With a 0.97 correlation, they move nearly in lockstep. UBU3.DE charges 0.07%/yr vs 0.10%/yr for UBU7.DE.
Performance
UBU3.DE vs. UBU7.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 UBU7.DE slightly lower at 10.81%. Over the past 10 years, UBU3.DE has outperformed UBU7.DE with an annualized return of 14.72%, while UBU7.DE has yielded a comparatively lower 12.53% 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%
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UBU3.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UBU3.DE and UBU7.DE is 0.97 - 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 | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2012 | 0.97 |
The correlation between UBU3.DE and UBU7.DE has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.
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Return for Risk
UBU3.DE vs. UBU7.DE — Risk / Return Rank
UBU3.DE
UBU7.DE
UBU3.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.58 | -0.19 |
| Martin ratioReturn relative to average drawdown | 11.75 | 14.23 | -2.49 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.14 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.89 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.82 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.82 | +0.10 |
Drawdowns
UBU3.DE vs. UBU7.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, roughly equal to the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and UBU7.DE.
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Drawdown Indicators
| UBU3.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -33.84% | -0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -6.61% | -0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -21.69% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -21.69% | -2.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | -33.84% | -0.20% |
Current DrawdownCurrent decline from peak | -0.41% | -0.31% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -4.24% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.66% | +0.47% |
Volatility
UBU3.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) has a higher volatility of 2.73% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UBU3.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 2.57% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 7.61% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 11.04% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 14.11% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 15.11% | +1.11% |
UBU3.DE vs. UBU7.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than UBU7.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. UBU7.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, less than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
With a correlation of 0.97, UBU3.DE and UBU7.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 UBU7.DE.
UBU3.DE is categorized as Large Cap Blend Equities, while UBU7.DE is Global Equities. UBU3.DE tracks MSCI USA, while UBU7.DE tracks MSCI World. Their fees differ too: 0.07% for UBU3.DE and 0.10% for UBU7.DE.
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