UBU5.DE vs. IROB.DE
UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) and IROB.DE (L&G ROBO Global Robotics and Automation UCITS ETF) are both exchange-traded funds - UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value, while IROB.DE is a Technology Equities fund tracking the ROBO-STOX® Global Robotics and Automation. Both are passively managed. Over the past 10 years, UBU5.DE returned 9.68%/yr vs 11.79%/yr for IROB.DE. A 0.70 correlation means they provide meaningful diversification when combined. UBU5.DE charges 0.20%/yr vs 0.80%/yr for IROB.DE.
Performance
UBU5.DE vs. IROB.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with UBU5.DE having a 14.23% return and IROB.DE slightly higher at 14.36%. Over the past 10 years, UBU5.DE has underperformed IROB.DE with an annualized return of 9.68%, while IROB.DE has yielded a comparatively higher 11.79% annualized return.
UBU5.DE
- 1D
- -0.27%
- 1M
- 2.51%
- 6M
- 9.82%
- YTD
- 14.23%
- 1Y
- 21.09%
- 3Y*
- 14.12%
- 5Y*
- 10.37%
- 10Y*
- 9.68%
IROB.DE
- 1D
- -2.80%
- 1M
- -9.10%
- 6M
- 5.82%
- YTD
- 14.36%
- 1Y
- 29.03%
- 3Y*
- 8.85%
- 5Y*
- 4.94%
- 10Y*
- 11.79%
UBU5.DE vs. IROB.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 | 14.23% | 1.27% | 20.12% | 5.47% | -1.48% | 38.86% | -9.65% | 28.22% | -4.23% | 0.98% |
IROB.DE L&G ROBO Global Robotics and Automation UCITS ETF | 14.36% | 10.23% | 4.16% | 20.99% | -30.11% | 26.22% | 31.63% | 33.78% | -17.80% | 28.83% |
Correlation
The correlation between UBU5.DE and IROB.DE is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2015 | 0.70 |
The correlation between UBU5.DE and IROB.DE shifts across timeframes, from 0.57 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBU5.DE vs. IROB.DE — Risk / Return Rank
UBU5.DE
IROB.DE
UBU5.DE vs. IROB.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 L&G ROBO Global Robotics and Automation UCITS ETF (IROB.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UBU5.DE | IROB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.04 | ||
| Sortino ratioReturn per unit of downside risk | +1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.21 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.40 | 2.08 | +2.32 |
| Martin ratioReturn relative to average drawdown | 15.47 | 6.61 | +8.86 |
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Drawdowns
UBU5.DE vs. IROB.DE - Drawdown Comparison
The maximum UBU5.DE drawdown since its inception was -36.36%, roughly equal to the maximum IROB.DE drawdown of -36.51%. Use the drawdown chart below to compare losses from any high point for UBU5.DE and IROB.DE.
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Drawdown Indicators
| UBU5.DE | IROB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.36% | -36.51% | +0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -4.70% | -13.67% | +8.97% |
Max Drawdown (3Y)Largest decline over 3 years | -19.86% | -31.95% | +12.09% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -36.51% | +16.65% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | -36.51% | +0.15% |
Current DrawdownCurrent decline from peak | -0.42% | -12.43% | +12.01% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -11.40% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 4.30% | -2.96% |
Volatility
UBU5.DE vs. IROB.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) is 2.22%, while L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE) has a volatility of 9.71%. This indicates that UBU5.DE experiences smaller price fluctuations and is considered to be less risky than IROB.DE 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 | IROB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 9.71% | -7.49% |
Volatility (6M)Calculated over the trailing 6-month period | 6.27% | 19.55% | -13.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.50% | 24.11% | -14.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.32% | 21.69% | -8.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 21.21% | -5.79% |
UBU5.DE vs. IROB.DE - Expense Ratio Comparison
UBU5.DE has a 0.20% expense ratio, which is lower than IROB.DE's 0.80% expense ratio.
Dividends
UBU5.DE vs. IROB.DE - Dividend Comparison
UBU5.DE's dividend yield for the trailing twelve months is around 1.35%, while IROB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IROB.DE L&G ROBO Global Robotics and Automation UCITS ETF | 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 | 1.35% | 2.11% | 1.74% | 2.03% | 1.92% | 1.52% | 2.49% | 1.97% | 2.53% | 2.04% | 2.32% | 2.27% |
Frequently Asked Questions
UBU5.DE and IROB.DE have a correlation of 0.57, 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 0.80% for IROB.DE.
UBU5.DE is categorized as Large Cap Value Equities, while IROB.DE is Technology Equities. UBU5.DE tracks MSCI USA Value, while IROB.DE tracks ROBO-STOX® Global Robotics and Automation. They also come from different issuers: UBS and Legal & General. Their fees differ too: 0.20% for UBU5.DE and 0.80% for IROB.DE.
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