UBU5.DE vs. LYQ7.DE
UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) and LYQ7.DE (Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc) are both exchange-traded funds - UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value, while LYQ7.DE is a Inflation-Protected Bonds fund tracking the Bloomberg Euro Government Inflation-Linked Bond Index. Both are passively managed. Over the past 10 years, UBU5.DE returned 9.68%/yr vs 1.43%/yr for LYQ7.DE. At a 0.11 correlation, their price movements are largely independent. UBU5.DE charges 0.20%/yr vs 0.09%/yr for LYQ7.DE.
Performance
UBU5.DE vs. LYQ7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU5.DE achieves a 14.23% return, which is significantly higher than LYQ7.DE's 2.82% return. Over the past 10 years, UBU5.DE has outperformed LYQ7.DE with an annualized return of 9.68%, while LYQ7.DE has yielded a comparatively lower 1.43% 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%
LYQ7.DE
- 1D
- 0.16%
- 1M
- -0.29%
- 6M
- 1.82%
- YTD
- 2.82%
- 1Y
- 3.03%
- 3Y*
- 1.87%
- 5Y*
- 0.47%
- 10Y*
- 1.43%
UBU5.DE vs. LYQ7.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% |
LYQ7.DE Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc | 2.82% | 0.95% | -0.33% | 5.62% | -9.46% | 6.28% | 2.86% | 6.51% | -1.49% | 1.03% |
Correlation
The correlation between UBU5.DE and LYQ7.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 | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.11 |
The correlation between UBU5.DE and LYQ7.DE shifts across timeframes, from 0.09 (10 years) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UBU5.DE vs. LYQ7.DE — Risk / Return Rank
UBU5.DE
LYQ7.DE
UBU5.DE vs. LYQ7.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 Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc (LYQ7.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 | LYQ7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.45 | ||
| Sortino ratioReturn per unit of downside risk | +1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.14 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 4.40 | 1.42 | +2.98 |
| Martin ratioReturn relative to average drawdown | 15.47 | 4.25 | +11.21 |
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Drawdowns
UBU5.DE vs. LYQ7.DE - Drawdown Comparison
The maximum UBU5.DE drawdown since its inception was -36.36%, which is greater than LYQ7.DE's maximum drawdown of -16.09%. Use the drawdown chart below to compare losses from any high point for UBU5.DE and LYQ7.DE.
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Drawdown Indicators
| UBU5.DE | LYQ7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.36% | -16.09% | -20.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.70% | -2.04% | -2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -19.86% | -5.31% | -14.55% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -16.09% | -3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | -16.09% | -20.27% |
Current DrawdownCurrent decline from peak | -0.42% | -5.88% | +5.46% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -3.71% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 0.68% | +0.66% |
Volatility
UBU5.DE vs. LYQ7.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) has a higher volatility of 2.22% compared to Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc (LYQ7.DE) at 0.73%. This indicates that UBU5.DE's price experiences larger fluctuations and is considered to be riskier than LYQ7.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 | LYQ7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 0.73% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 6.27% | 2.82% | +3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.50% | 3.73% | +5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.32% | 6.68% | +6.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 5.81% | +9.61% |
UBU5.DE vs. LYQ7.DE - Expense Ratio Comparison
UBU5.DE has a 0.20% expense ratio, which is higher than LYQ7.DE's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UBU5.DE vs. LYQ7.DE - Dividend Comparison
UBU5.DE's dividend yield for the trailing twelve months is around 1.35%, while LYQ7.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYQ7.DE Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc | 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 LYQ7.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, LYQ7.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LYQ7.DE is cheaper with a 0.09% expense ratio, compared with 0.20% for UBU5.DE.
UBU5.DE is categorized as Large Cap Value Equities, while LYQ7.DE is Inflation-Protected Bonds. UBU5.DE tracks MSCI USA Value, while LYQ7.DE tracks Bloomberg Euro Government Inflation-Linked Bond Index. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.20% for UBU5.DE and 0.09% for LYQ7.DE.
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