UBU3.DE vs. UBUR.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds from UBS - UBU3.DE tracks the MSCI USA while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, UBU3.DE returned 14.24%/yr vs 6.64%/yr for UBUR.DE. At a 0.39 correlation, their price movements are largely independent. UBU3.DE charges 0.07%/yr vs 0.18%/yr for UBUR.DE.
Performance
UBU3.DE vs. UBUR.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 UBUR.DE's 0.53% 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%
UBUR.DE
- 1D
- -0.14%
- 1M
- -0.81%
- YTD
- 0.53%
- 6M
- 0.76%
- 1Y
- -1.69%
- 3Y*
- 5.82%
- 5Y*
- 6.64%
- 10Y*
- —
UBU3.DE vs. UBUR.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% | 6.13% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.53% | -5.64% | 20.63% | 2.15% | -0.28% | 33.09% | -5.58% | 30.74% | 1.50% | 3.98% |
Correlation
The correlation between UBU3.DE and UBUR.DE is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since May 24, 2017 | 0.39 |
The correlation between UBU3.DE and UBUR.DE shifts across timeframes, from -0.03 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBU3.DE vs. UBUR.DE — Risk / Return Rank
UBU3.DE
UBUR.DE
UBU3.DE vs. UBUR.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) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.34 | ||
| Sortino ratioReturn per unit of downside risk | +3.13 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 0.98 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | -0.28 | +3.67 |
| Martin ratioReturn relative to average drawdown | 11.75 | -0.64 | +12.39 |
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 | UBUR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | -0.20 | +2.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.70 | +0.21 |
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 | 0.81 | +0.12 |
Drawdowns
UBU3.DE vs. UBUR.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, roughly equal to the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and UBUR.DE.
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Drawdown Indicators
| UBU3.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -35.34% | +1.30% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -7.81% | +0.42% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -14.40% | -9.33% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -14.40% | -9.33% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -11.30% | +10.89% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -7.34% | +3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 9.86% | -7.73% |
Volatility
UBU3.DE vs. UBUR.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) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a volatility of 3.22%. This indicates that UBU3.DE experiences smaller price fluctuations and is considered to be less risky than UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 3.22% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 7.37% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 10.99% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 15.76% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 19.45% | -3.23% |
UBU3.DE vs. UBUR.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than UBUR.DE's 0.18% 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. UBUR.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, less than UBUR.DE's 1.60% 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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.60% | 1.87% | 1.44% | 1.39% | 1.28% | 0.93% | 1.62% | 1.40% | 1.37% | 0.68% | 0.00% | 0.00% |
Frequently Asked Questions
UBU3.DE and UBUR.DE have a correlation of -0.03, 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 0.18% for UBUR.DE.
UBU3.DE tracks MSCI USA, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. Their fees differ too: 0.07% for UBU3.DE and 0.18% for UBUR.DE.
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