UBU5.DE vs. 6PSA.DE
UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) and 6PSA.DE (Invesco FTSE RAFI US 1000 UCITS ETF) are both Large Cap Value Equities funds - UBU5.DE tracks the MSCI USA Value while 6PSA.DE tracks the FTSE RAFI US 1000. Both are passively managed. Over the past 10 years, UBU5.DE returned 9.94%/yr vs 12.86%/yr for 6PSA.DE. A 0.73 correlation means they provide meaningful diversification when combined. UBU5.DE charges 0.20%/yr vs 0.39%/yr for 6PSA.DE.
Performance
UBU5.DE vs. 6PSA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU5.DE achieves a 11.44% return, which is significantly lower than 6PSA.DE's 16.30% return. Over the past 10 years, UBU5.DE has underperformed 6PSA.DE with an annualized return of 9.94%, while 6PSA.DE has yielded a comparatively higher 12.86% annualized return.
UBU5.DE
- 1D
- 0.60%
- 1M
- 3.72%
- YTD
- 11.44%
- 6M
- 11.93%
- 1Y
- 20.18%
- 3Y*
- 13.20%
- 5Y*
- 10.27%
- 10Y*
- 9.94%
6PSA.DE
- 1D
- 0.32%
- 1M
- 4.69%
- YTD
- 16.30%
- 6M
- 16.81%
- 1Y
- 30.32%
- 3Y*
- 17.58%
- 5Y*
- 13.04%
- 10Y*
- 12.86%
UBU5.DE vs. 6PSA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 11.44% | 1.10% | 19.93% | 6.38% | -1.60% | 38.43% | -9.93% | 27.91% | -4.61% | 0.74% |
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF | 16.30% | 3.95% | 22.90% | 12.04% | -2.95% | 42.89% | -3.49% | 33.30% | -7.23% | 1.48% |
Correlation
The correlation between UBU5.DE and 6PSA.DE is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2012 | 0.73 |
Over the past year, UBU5.DE and 6PSA.DE have become more correlated (0.95) than their long-term average of 0.73, meaning their price movements have been converging.
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Return for Risk
UBU5.DE vs. 6PSA.DE — Risk / Return Rank
UBU5.DE
6PSA.DE
UBU5.DE vs. 6PSA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) and Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.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.
| UBU5.DE | 6PSA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.55 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.28 | 8.20 | -3.93 |
| Martin ratioReturn relative to average drawdown | 14.64 | 24.83 | -10.19 |
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
| UBU5.DE | 6PSA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 2.99 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.92 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.88 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.84 | -0.10 |
Drawdowns
UBU5.DE vs. 6PSA.DE - Drawdown Comparison
The maximum UBU5.DE drawdown since its inception was -36.36%, smaller than the maximum 6PSA.DE drawdown of -41.53%. Use the drawdown chart below to compare losses from any high point for UBU5.DE and 6PSA.DE.
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Drawdown Indicators
| UBU5.DE | 6PSA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.36% | -41.53% | +5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -4.70% | -3.68% | -1.02% |
Max Drawdown (3Y)Largest decline over 3 years | -19.90% | -21.10% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -21.10% | +1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | -37.32% | +0.96% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -5.00% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 1.22% | +0.16% |
Volatility
UBU5.DE vs. 6PSA.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) and Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE) have volatilities of 2.15% and 2.18%, 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
| UBU5.DE | 6PSA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 2.18% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 6.42% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 10.11% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 14.29% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 17.85% | -2.38% |
UBU5.DE vs. 6PSA.DE - Expense Ratio Comparison
UBU5.DE has a 0.20% expense ratio, which is lower than 6PSA.DE's 0.39% expense ratio.
Dividends
UBU5.DE vs. 6PSA.DE - Dividend Comparison
UBU5.DE's dividend yield for the trailing twelve months is around 1.17%, less than 6PSA.DE's 1.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF | 1.20% | 1.39% | 1.45% | 1.60% | 1.75% | 1.27% | 1.77% | 1.62% | 1.83% | 1.62% | 1.54% | 1.65% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 1.17% | 1.95% | 1.60% | 2.86% | 1.80% | 1.27% | 2.18% | 1.75% | 2.10% | 1.81% | 2.10% | 2.04% |
Frequently Asked Questions
With a correlation of 0.95, UBU5.DE and 6PSA.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, UBU5.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU5.DE is cheaper with a 0.20% expense ratio, compared with 0.39% for 6PSA.DE.
UBU5.DE tracks MSCI USA Value, while 6PSA.DE tracks FTSE RAFI US 1000. They also come from different issuers: UBS and Invesco. Their fees differ too: 0.20% for UBU5.DE and 0.39% for 6PSA.DE.
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