UBU7.DE vs. UET5.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) are both exchange-traded funds - UBU7.DE is a Global Equities fund tracking the MSCI World, while UET5.DE is a Europe Equities fund tracking the EURO STOXX® 50 ESG. Both are passively managed. Over the past 5 years, UBU7.DE returned 12.72%/yr vs 13.80%/yr for UET5.DE. A 0.77 correlation means they provide meaningful diversification when combined. Both charge a 0.10% expense ratio.
Performance
UBU7.DE vs. UET5.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 higher than UET5.DE's 8.56% 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%
UET5.DE
- 1D
- 0.78%
- 1M
- 2.28%
- YTD
- 8.56%
- 6M
- 10.09%
- 1Y
- 18.93%
- 3Y*
- 18.86%
- 5Y*
- 13.80%
- 10Y*
- —
UBU7.DE vs. UET5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
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% | 13.88% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 8.56% | 25.92% | 12.78% | 25.36% | -9.35% | 26.94% | 0.18% | 15.08% |
Correlation
The correlation between UBU7.DE and UET5.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.77 |
The correlation between UBU7.DE and UET5.DE has been stable across timeframes, ranging from 0.68 to 0.77 - a consistent structural relationship.
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Return for Risk
UBU7.DE vs. UET5.DE — Risk / Return Rank
UBU7.DE
UET5.DE
UBU7.DE vs. UET5.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) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.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 | UET5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.21 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 1.61 | +1.96 |
| Martin ratioReturn relative to average drawdown | 14.23 | 5.64 | +8.60 |
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 | UET5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.12 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.79 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.74 | +0.08 |
Drawdowns
UBU7.DE vs. UET5.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.84%, smaller than the maximum UET5.DE drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and UET5.DE.
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Drawdown Indicators
| UBU7.DE | UET5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -37.03% | +3.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -11.81% | +5.20% |
Max Drawdown (3Y)Largest decline over 3 years | -21.69% | -15.56% | -6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -23.13% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | — | — |
Current DrawdownCurrent decline from peak | -0.31% | -0.35% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -4.98% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.39% | -1.73% |
Volatility
UBU7.DE vs. UET5.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 2.57%, while UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) has a volatility of 5.06%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky than UET5.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 | UET5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 5.06% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 13.82% | -6.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.04% | 16.97% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 17.27% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 19.69% | -4.58% |
UBU7.DE vs. UET5.DE - Expense Ratio Comparison
Both UBU7.DE and UET5.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
UBU7.DE vs. UET5.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.13%, less than UET5.DE's 2.92% 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% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 2.92% | 2.15% | 3.28% | 2.96% | 3.06% | 1.90% | 1.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBU7.DE and UET5.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE and UET5.DE have the same expense ratio: 0.10% per year.
UBU7.DE is categorized as Global Equities, while UET5.DE is Europe Equities. UBU7.DE tracks MSCI World, while UET5.DE tracks EURO STOXX® 50 ESG.
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