UBU3.DE vs. UBUD.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and UBUD.DE (UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist) are both exchange-traded funds - UBU3.DE is a Large Cap Blend Equities fund tracking the MSCI USA, while UBUD.DE is a Precious Metals fund tracking the Solactive Global Pure Gold Miners. Both are passively managed. Over the past 10 years, UBU3.DE returned 14.72%/yr vs 14.59%/yr for UBUD.DE. At a 0.06 correlation, their price movements are largely independent. UBU3.DE charges 0.07%/yr vs 0.43%/yr for UBUD.DE.
Performance
UBU3.DE vs. UBUD.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBU3.DE achieves a 11.22% return, which is significantly higher than UBUD.DE's -6.38% return. Both investments have delivered pretty close results over the past 10 years, with UBU3.DE having a 14.72% annualized return and UBUD.DE not far behind at 14.59%.
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%
UBUD.DE
- 1D
- -0.04%
- 1M
- -3.95%
- YTD
- -6.38%
- 6M
- 0.94%
- 1Y
- 47.84%
- 3Y*
- 42.44%
- 5Y*
- 24.10%
- 10Y*
- 14.59%
UBU3.DE vs. UBUD.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% |
UBUD.DE UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist | -6.38% | 144.52% | 34.69% | 6.34% | 0.11% | -8.41% | 15.71% | 40.46% | -6.02% | -3.26% |
Correlation
The correlation between UBU3.DE and UBUD.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 2013 | 0.06 |
The correlation between UBU3.DE and UBUD.DE shifts across timeframes, from 0.06 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UBU3.DE vs. UBUD.DE — Risk / Return Rank
UBU3.DE
UBUD.DE
UBU3.DE vs. UBUD.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) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist (UBUD.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 | UBUD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.10 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.20 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 1.65 | +1.74 |
| Martin ratioReturn relative to average drawdown | 11.75 | 4.06 | +7.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UBU3.DE | UBUD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.04 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.67 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.41 | +0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.26 | +0.66 |
Drawdowns
UBU3.DE vs. UBUD.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, smaller than the maximum UBUD.DE drawdown of -57.79%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and UBUD.DE.
Loading charts...
Drawdown Indicators
| UBU3.DE | UBUD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -57.79% | +23.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -28.94% | +21.55% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -28.94% | +5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -38.21% | +14.48% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | -50.40% | +16.36% |
Current DrawdownCurrent decline from peak | -0.41% | -27.15% | +26.74% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -28.07% | +23.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 11.75% | -9.62% |
Volatility
UBU3.DE vs. UBUD.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) is 2.73%, while UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist (UBUD.DE) has a volatility of 13.71%. This indicates that UBU3.DE experiences smaller price fluctuations and is considered to be less risky than UBUD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UBU3.DE | UBUD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 13.71% | -10.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 35.92% | -28.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 45.63% | -33.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 35.68% | -20.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 35.58% | -19.36% |
UBU3.DE vs. UBUD.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than UBUD.DE's 0.43% expense ratio.
Dividends
UBU3.DE vs. UBUD.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, more than UBUD.DE's 0.59% 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% |
UBUD.DE UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist | 0.59% | 0.40% | 0.56% | 1.74% | 1.12% | 1.15% | 0.44% | 0.42% | 0.48% | 0.46% | 0.43% | 1.38% |
Frequently Asked Questions
UBU3.DE and UBUD.DE have a correlation of 0.23, 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 0.43% for UBUD.DE.
UBU3.DE is categorized as Large Cap Blend Equities, while UBUD.DE is Precious Metals. UBU3.DE tracks MSCI USA, while UBUD.DE tracks Solactive Global Pure Gold Miners. Their fees differ too: 0.07% for UBU3.DE and 0.43% for UBUD.DE.
Find the right allocation for UBU3.DE and UBUD.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer