UBU7.DE vs. GERD.DE
Compare and contrast key facts about UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) and L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE).
UBU7.DE and GERD.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UBU7.DE is a passively managed fund by UBS that tracks the performance of the MSCI World. It was launched on Apr 11, 2012. GERD.DE is a passively managed fund by LGIM Managers (Europe) Limited that tracks the performance of the Solactive Gerd Kommer Multifactor Equity. It was launched on Jun 14, 2023. Both UBU7.DE and GERD.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UBU7.DE vs. GERD.DE - Performance Comparison
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UBU7.DE vs. GERD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | -1.43% | 7.95% | 25.92% | 8.05% |
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 1.42% | 10.26% | 18.54% | 7.85% |
Returns By Period
In the year-to-date period, UBU7.DE achieves a -1.43% return, which is significantly lower than GERD.DE's 1.42% return.
UBU7.DE
- 1D
- 1.99%
- 1M
- -3.21%
- YTD
- -1.43%
- 6M
- 2.01%
- 1Y
- 12.03%
- 3Y*
- 15.02%
- 5Y*
- 10.64%
- 10Y*
- 11.63%
GERD.DE
- 1D
- 2.02%
- 1M
- -3.96%
- YTD
- 1.42%
- 6M
- 4.65%
- 1Y
- 13.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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UBU7.DE vs. GERD.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than GERD.DE's 0.50% expense ratio.
Return for Risk
UBU7.DE vs. GERD.DE — Risk / Return Rank
UBU7.DE
GERD.DE
UBU7.DE vs. GERD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) and L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.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.
| UBU7.DE | GERD.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.90 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.24 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.53 | -0.15 |
Martin ratioReturn relative to average drawdown | 6.05 | 6.79 | -0.74 |
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
| UBU7.DE | GERD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.90 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 1.05 | -0.28 |
Correlation
The correlation between UBU7.DE and GERD.DE is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UBU7.DE vs. GERD.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.26%, while GERD.DE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.26% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
GERD.DE L&G Gerd Kommer Multifactor Equity 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% |
Drawdowns
UBU7.DE vs. GERD.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.84%, which is greater than GERD.DE's maximum drawdown of -19.22%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and GERD.DE.
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Drawdown Indicators
| UBU7.DE | GERD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -19.22% | -14.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -12.62% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | — | — |
Current DrawdownCurrent decline from peak | -4.16% | -4.28% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -2.33% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 2.01% | -0.01% |
Volatility
UBU7.DE vs. GERD.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 4.33%, while L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) has a volatility of 4.64%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky than GERD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBU7.DE | GERD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.64% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 8.45% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.10% | 15.29% | +0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.14% | 12.97% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.15% | 12.97% | +2.18% |