UBU7.DE vs. IQQI.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and IQQI.DE (iShares Global Infrastructure UCITS ETF) are both Global Equities funds - UBU7.DE tracks the MSCI World while IQQI.DE tracks the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 10 years, UBU7.DE returned 13.19%/yr vs 7.26%/yr for IQQI.DE. A 0.65 correlation means they provide meaningful diversification when combined. UBU7.DE charges 0.10%/yr vs 0.65%/yr for IQQI.DE.
Performance
UBU7.DE vs. IQQI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU7.DE achieves a 11.05% return, which is significantly lower than IQQI.DE's 14.89% return. Over the past 10 years, UBU7.DE has outperformed IQQI.DE with an annualized return of 13.19%, while IQQI.DE has yielded a comparatively lower 7.26% annualized return.
UBU7.DE
- 1D
- -0.59%
- 1M
- 0.75%
- YTD
- 11.05%
- 6M
- 11.39%
- 1Y
- 24.87%
- 3Y*
- 18.08%
- 5Y*
- 12.26%
- 10Y*
- 13.19%
IQQI.DE
- 1D
- 0.32%
- 1M
- 1.20%
- YTD
- 14.89%
- 6M
- 15.89%
- 1Y
- 20.42%
- 3Y*
- 10.56%
- 5Y*
- 7.56%
- 10Y*
- 7.26%
UBU7.DE vs. IQQI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 11.05% | 8.11% | 26.08% | 20.13% | -13.88% | 32.53% | 5.35% | 31.21% | -5.14% | 7.21% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 14.89% | 0.56% | 14.53% | -3.18% | -0.38% | 26.94% | -10.82% | 27.73% | 2.23% | 0.70% |
Correlation
The correlation between UBU7.DE and IQQI.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.65 |
Over the past year, the correlation between UBU7.DE and IQQI.DE has dropped to 0.18 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
UBU7.DE vs. IQQI.DE — Risk / Return Rank
UBU7.DE
IQQI.DE
UBU7.DE vs. IQQI.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 iShares Global Infrastructure UCITS ETF (IQQI.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.
| UBU7.DE | IQQI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.33 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 4.23 | -0.43 |
| Martin ratioReturn relative to average drawdown | 15.04 | 10.58 | +4.46 |
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Drawdowns
UBU7.DE vs. IQQI.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.85%, smaller than the maximum IQQI.DE drawdown of -42.24%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and IQQI.DE.
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Drawdown Indicators
| UBU7.DE | IQQI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.85% | -42.24% | +8.39% |
Max Drawdown (1Y)Largest decline over 1 year | -6.52% | -4.81% | -1.71% |
Max Drawdown (3Y)Largest decline over 3 years | -21.70% | -14.75% | -6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -21.70% | -24.82% | +3.12% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -34.16% | +0.31% |
Current DrawdownCurrent decline from peak | -0.78% | 0.00% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -11.11% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 1.92% | -0.27% |
Volatility
UBU7.DE vs. IQQI.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 2.96%, while iShares Global Infrastructure UCITS ETF (IQQI.DE) has a volatility of 4.41%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky than IQQI.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 | IQQI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 4.41% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 8.95% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.27% | 10.83% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.15% | 12.77% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.09% | 14.25% | +0.84% |
UBU7.DE vs. IQQI.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.
Dividends
UBU7.DE vs. IQQI.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.32%, less than IQQI.DE's 2.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQI.DE iShares Global Infrastructure UCITS ETF | 2.01% | 2.30% | 2.29% | 2.42% | 2.13% | 1.85% | 2.25% | 2.05% | 2.30% | 2.76% | 2.63% | 3.15% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.32% | 1.56% | 1.33% | 1.44% | 1.61% | 1.08% | 1.46% | 1.72% | 1.70% | 1.80% | 2.20% | 1.80% |
Frequently Asked Questions
UBU7.DE and IQQI.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.65% for IQQI.DE.
UBU7.DE tracks MSCI World, while IQQI.DE tracks FTSE Global Core Infrastructure Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.10% for UBU7.DE and 0.65% for IQQI.DE.
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