UBU7.DE vs. IUSD.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and IUSD.DE (iShares MSCI World Islamic UCITS ETF USD (Dist)) are both Global Equities funds - UBU7.DE tracks the MSCI World while IUSD.DE tracks the MSCI World Islamic Index. Both are passively managed. Over the past 10 years, UBU7.DE returned 12.53%/yr vs 11.00%/yr for IUSD.DE. A 0.65 correlation means they provide meaningful diversification when combined. UBU7.DE charges 0.10%/yr vs 0.60%/yr for IUSD.DE.
Performance
UBU7.DE vs. IUSD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU7.DE achieves a 10.81% return, which is significantly lower than IUSD.DE's 20.34% return. Over the past 10 years, UBU7.DE has outperformed IUSD.DE with an annualized return of 12.53%, while IUSD.DE has yielded a comparatively lower 11.00% annualized return.
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
IUSD.DE
- 1D
- -0.49%
- 1M
- 7.71%
- YTD
- 20.34%
- 6M
- 20.25%
- 1Y
- 34.31%
- 3Y*
- 15.20%
- 5Y*
- 19.36%
- 10Y*
- 11.00%
UBU7.DE vs. IUSD.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 | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 20.34% | 6.31% | 11.81% | 63.24% | 2.81% | 1.82% | 1.56% | 1.97% | -2.89% | 4.32% |
Correlation
The correlation between UBU7.DE and IUSD.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since May 31, 2012 | 0.65 |
Over the past year, UBU7.DE and IUSD.DE have become more correlated (0.87) than their long-term average of 0.65, meaning their price movements have been converging.
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Return for Risk
UBU7.DE vs. IUSD.DE — Risk / Return Rank
UBU7.DE
IUSD.DE
UBU7.DE vs. IUSD.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 MSCI World Islamic UCITS ETF USD (Dist) (IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.49 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 7.08 | -3.51 |
| Martin ratioReturn relative to average drawdown | 14.23 | 22.57 | -8.33 |
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 | IUSD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.74 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.83 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.64 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.63 | +0.19 |
Drawdowns
UBU7.DE vs. IUSD.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.84%, which is greater than IUSD.DE's maximum drawdown of -23.82%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and IUSD.DE.
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Drawdown Indicators
| UBU7.DE | IUSD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -23.82% | -10.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -4.81% | -1.80% |
Max Drawdown (3Y)Largest decline over 3 years | -21.69% | -22.97% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -22.97% | +1.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -22.97% | -10.87% |
Current DrawdownCurrent decline from peak | -0.31% | -0.49% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -3.61% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.51% | +0.15% |
Volatility
UBU7.DE vs. IUSD.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 2.57%, while iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE) has a volatility of 3.98%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky than IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 3.98% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 9.09% | -1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.04% | 12.41% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 23.09% | -8.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 16.93% | -1.82% |
UBU7.DE vs. IUSD.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than IUSD.DE's 0.60% expense ratio.
Dividends
UBU7.DE vs. IUSD.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.13%, more than IUSD.DE's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 0.81% | 1.00% | 1.26% | 1.47% | 2.75% | 1.80% | 1.55% | 1.94% | 1.57% | 1.45% | 1.45% | 1.60% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
UBU7.DE and IUSD.DE have a correlation of 0.87, 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 0.60% for IUSD.DE.
UBU7.DE tracks MSCI World, while IUSD.DE tracks MSCI World Islamic Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.10% for UBU7.DE and 0.60% for IUSD.DE.
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