UBU5.DE vs. UETW.DE
UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) and UETW.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Acc) are both exchange-traded funds - UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value, while UETW.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 5 years, UBU5.DE returned 10.27%/yr vs 12.87%/yr for UETW.DE. Their correlation of 0.83 suggests significant overlap in exposure. UBU5.DE charges 0.20%/yr vs 0.10%/yr for UETW.DE.
Performance
UBU5.DE vs. UETW.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UBU5.DE having a 11.44% return and UETW.DE slightly lower at 10.95%.
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%
UETW.DE
- 1D
- -0.01%
- 1M
- 4.88%
- YTD
- 10.95%
- 6M
- 11.42%
- 1Y
- 23.88%
- 3Y*
- 17.68%
- 5Y*
- 12.87%
- 10Y*
- —
UBU5.DE vs. UETW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
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% | 12.12% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Acc | 10.95% | 8.06% | 26.50% | 19.68% | -13.72% | 32.17% | 5.50% | 12.54% |
Correlation
The correlation between UBU5.DE and UETW.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2019 | 0.83 |
The correlation between UBU5.DE and UETW.DE has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.
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Return for Risk
UBU5.DE vs. UETW.DE — Risk / Return Rank
UBU5.DE
UETW.DE
UBU5.DE vs. UETW.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.40 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.28 | 3.67 | +0.60 |
| Martin ratioReturn relative to average drawdown | 14.64 | 14.61 | +0.03 |
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 | UETW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 2.17 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.91 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.85 | -0.10 |
Drawdowns
UBU5.DE vs. UETW.DE - Drawdown Comparison
The maximum UBU5.DE drawdown since its inception was -36.36%, which is greater than UETW.DE's maximum drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for UBU5.DE and UETW.DE.
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Drawdown Indicators
| UBU5.DE | UETW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.36% | -33.72% | -2.64% |
Max Drawdown (1Y)Largest decline over 1 year | -4.70% | -6.47% | +1.77% |
Max Drawdown (3Y)Largest decline over 3 years | -19.90% | -21.30% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -21.30% | +1.40% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.30% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -4.63% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 1.63% | -0.25% |
Volatility
UBU5.DE vs. UETW.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) is 2.15%, while UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.DE) has a volatility of 2.60%. This indicates that UBU5.DE experiences smaller price fluctuations and is considered to be less risky than UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 2.60% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 7.63% | -1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 10.97% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 14.03% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 16.11% | -0.64% |
UBU5.DE vs. UETW.DE - Expense Ratio Comparison
UBU5.DE has a 0.20% expense ratio, which is higher than UETW.DE's 0.10% 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. UETW.DE - Dividend Comparison
UBU5.DE's dividend yield for the trailing twelve months is around 1.17%, while UETW.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) 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% |
Frequently Asked Questions
UBU5.DE and UETW.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UETW.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UETW.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for UBU5.DE.
UBU5.DE is categorized as Large Cap Value Equities, while UETW.DE is Global Equities. UBU5.DE tracks MSCI USA Value, while UETW.DE tracks MSCI World. Their fees differ too: 0.20% for UBU5.DE and 0.10% for UETW.DE.
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