UBU7.DE vs. UEF7.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and UEF7.DE (UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis) are both exchange-traded funds - UBU7.DE is a Global Equities fund tracking the MSCI World, while UEF7.DE is a Corporate Bonds fund tracking the Bloomberg US Liquid Corporates 1-5. Both are passively managed. Over the past 10 years, UBU7.DE returned 12.53%/yr vs 2.31%/yr for UEF7.DE. At a 0.27 correlation, their price movements are largely independent. UBU7.DE charges 0.10%/yr vs 0.16%/yr for UEF7.DE.
Performance
UBU7.DE vs. UEF7.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBU7.DE achieves a 10.81% return, which is significantly higher than UEF7.DE's 1.61% return. Over the past 10 years, UBU7.DE has outperformed UEF7.DE with an annualized return of 12.53%, while UEF7.DE has yielded a comparatively lower 2.31% 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%
UEF7.DE
- 1D
- 0.00%
- 1M
- 1.09%
- YTD
- 1.61%
- 6M
- 0.93%
- 1Y
- 2.76%
- 3Y*
- 2.52%
- 5Y*
- 3.04%
- 10Y*
- 2.31%
UBU7.DE vs. UEF7.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% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 1.61% | -4.75% | 10.53% | 2.47% | -0.50% | 7.33% | -4.28% | 10.28% | 4.90% | -9.80% |
Correlation
The correlation between UBU7.DE and UEF7.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2014 | 0.27 |
The correlation between UBU7.DE and UEF7.DE shifts across timeframes, from 0.09 (5 years) to 0.27 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UBU7.DE vs. UEF7.DE — Risk / Return Rank
UBU7.DE
UEF7.DE
UBU7.DE vs. UEF7.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 UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.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 | UEF7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.08 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 0.75 | +2.83 |
| Martin ratioReturn relative to average drawdown | 14.23 | 1.88 | +12.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UBU7.DE | UEF7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.46 | +1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.43 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.33 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.42 | +0.41 |
Drawdowns
UBU7.DE vs. UEF7.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.84%, which is greater than UEF7.DE's maximum drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and UEF7.DE.
Loading charts...
Drawdown Indicators
| UBU7.DE | UEF7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -15.39% | -18.45% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -3.32% | -3.29% |
Max Drawdown (3Y)Largest decline over 3 years | -21.69% | -9.67% | -12.02% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -10.70% | -10.99% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -15.39% | -18.45% |
Current DrawdownCurrent decline from peak | -0.31% | -5.28% | +4.97% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -4.76% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.33% | +0.33% |
Volatility
UBU7.DE vs. UEF7.DE - Volatility Comparison
UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) has a higher volatility of 2.57% compared to UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) at 0.79%. This indicates that UBU7.DE's price experiences larger fluctuations and is considered to be riskier than UEF7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UBU7.DE | UEF7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 0.79% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 3.60% | +4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.04% | 5.41% | +5.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 6.97% | +7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 6.97% | +8.14% |
UBU7.DE vs. UEF7.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than UEF7.DE's 0.16% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UBU7.DE vs. UEF7.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.13%, less than UEF7.DE's 4.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 4.65% | 5.78% | 4.66% | 3.27% | 1.45% | 1.52% | 2.84% | 2.76% | 2.24% | 2.19% | 1.99% | 0.87% |
Frequently Asked Questions
UBU7.DE and UEF7.DE have a correlation of 0.19, 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 0.16% for UEF7.DE.
UBU7.DE is categorized as Global Equities, while UEF7.DE is Corporate Bonds. UBU7.DE tracks MSCI World, while UEF7.DE tracks Bloomberg US Liquid Corporates 1-5. Their fees differ too: 0.10% for UBU7.DE and 0.16% for UEF7.DE.
Find the right allocation for UBU7.DE and UEF7.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer