UBU5.DE vs. AIGI.L
UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) and AIGI.L (WisdomTree Industrial Metals) are both exchange-traded funds - UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value, while AIGI.L is a Metals fund tracking the Bloomberg Industrial Metals. Both are passively managed. Over the past 10 years, UBU5.DE returned 9.94%/yr vs 8.15%/yr for AIGI.L. At a 0.28 correlation, their price movements are largely independent. UBU5.DE charges 0.20%/yr vs 0.49%/yr for AIGI.L.
Performance
UBU5.DE vs. AIGI.L - Performance Comparison
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Different Trading Currencies
UBU5.DE is traded in EUR, while AIGI.L is traded in USD. To make them comparable, the AIGI.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UBU5.DE achieves a 11.44% return, which is significantly lower than AIGI.L's 17.14% return. Over the past 10 years, UBU5.DE has outperformed AIGI.L with an annualized return of 9.94%, while AIGI.L has yielded a comparatively lower 8.15% 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%
AIGI.L
- 1D
- -0.54%
- 1M
- 5.16%
- YTD
- 17.14%
- 6M
- 21.87%
- 1Y
- 30.69%
- 3Y*
- 10.32%
- 5Y*
- 6.81%
- 10Y*
- 8.15%
UBU5.DE vs. AIGI.L - 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% |
AIGI.L WisdomTree Industrial Metals | 17.14% | 5.26% | 9.87% | -14.43% | 3.11% | 38.29% | 4.89% | 8.69% | -15.66% | 10.99% |
Correlation
The correlation between UBU5.DE and AIGI.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since May 31, 2012 | 0.28 |
The correlation between UBU5.DE and AIGI.L shifts across timeframes, from 0.16 (3 years) to 0.28 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBU5.DE vs. AIGI.L — Risk / Return Rank
UBU5.DE
AIGI.L
UBU5.DE vs. AIGI.L - 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 WisdomTree Industrial Metals (AIGI.L). 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 | AIGI.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.31 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.28 | 2.70 | +1.58 |
| Martin ratioReturn relative to average drawdown | 14.64 | 6.50 | +8.14 |
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 | AIGI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 1.56 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.32 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.42 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.02 | +0.72 |
Drawdowns
UBU5.DE vs. AIGI.L - Drawdown Comparison
The maximum UBU5.DE drawdown since its inception was -36.36%, smaller than the maximum AIGI.L drawdown of -60.60%. Use the drawdown chart below to compare losses from any high point for UBU5.DE and AIGI.L.
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Drawdown Indicators
| UBU5.DE | AIGI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.36% | -60.60% | +24.24% |
Max Drawdown (1Y)Largest decline over 1 year | -4.70% | -11.31% | +6.61% |
Max Drawdown (3Y)Largest decline over 3 years | -19.90% | -21.41% | +1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -41.62% | +21.72% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | -41.62% | +5.26% |
Current DrawdownCurrent decline from peak | 0.00% | -17.07% | +17.07% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -32.95% | +28.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 4.70% | -3.32% |
Volatility
UBU5.DE vs. AIGI.L - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) is 2.15%, while WisdomTree Industrial Metals (AIGI.L) has a volatility of 5.26%. This indicates that UBU5.DE experiences smaller price fluctuations and is considered to be less risky than AIGI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBU5.DE | AIGI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 5.26% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 13.72% | -7.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 19.53% | -9.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 21.41% | -8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 19.16% | -3.69% |
UBU5.DE vs. AIGI.L - Expense Ratio Comparison
UBU5.DE has a 0.20% expense ratio, which is lower than AIGI.L's 0.49% expense ratio.
Dividends
UBU5.DE vs. AIGI.L - Dividend Comparison
UBU5.DE's dividend yield for the trailing twelve months is around 1.17%, while AIGI.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGI.L WisdomTree Industrial Metals | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
UBU5.DE and AIGI.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.49% for AIGI.L.
UBU5.DE is categorized as Large Cap Value Equities, while AIGI.L is Metals. UBU5.DE tracks MSCI USA Value, while AIGI.L tracks Bloomberg Industrial Metals. They also come from different issuers: UBS and WisdomTree. Their fees differ too: 0.20% for UBU5.DE and 0.49% for AIGI.L.
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