UBU7.DE vs. UETW.DE
Compare and contrast key facts about UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) and UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.DE).
UBU7.DE and UETW.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. UETW.DE is a passively managed fund by UBS that tracks the performance of the MSCI World. It was launched on Jun 7, 2019. Both UBU7.DE and UETW.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBU7.DE or UETW.DE.
Key characteristics
| UBU7.DE | UETW.DE | |
|---|---|---|
| YTD Return | 13.77% | 15.92% |
| 1Y Return | 17.53% | 19.43% |
| 3Y Return (Ann) | 7.41% | 9.03% |
| 5Y Return (Ann) | 10.57% | 12.01% |
| Sharpe Ratio | 1.77 | 1.91 |
| Daily Std Dev | 10.85% | 10.91% |
| Max Drawdown | -33.84% | -33.72% |
| Current Drawdown | -2.45% | -1.59% |
Correlation
The correlation between UBU7.DE and UETW.DE is 0.97, 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.
Performance
UBU7.DE vs. UETW.DE - Performance Comparison
In the year-to-date period, UBU7.DE achieves a 13.77% return, which is significantly lower than UETW.DE's 15.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UBU7.DE vs. UETW.DE - Expense Ratio Comparison
Both UBU7.DE and UETW.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%.
Risk-Adjusted Performance
UBU7.DE vs. UETW.DE - Risk-Adjusted Performance 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 (IE) MSCI World UCITS ETF (USD) Acc (UETW.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.
Dividends
UBU7.DE vs. UETW.DE - Dividend Comparison
Neither UBU7.DE nor UETW.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 0.00% | 0.00% | 0.00% | 0.00% | 0.70% | 1.73% | 1.70% | 0.79% | 1.08% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UBU7.DE vs. UETW.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.84%, roughly equal to the maximum UETW.DE drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and UETW.DE. For additional features, visit the drawdowns tool.
Volatility
UBU7.DE vs. UETW.DE - Volatility Comparison
UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) and UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.DE) have volatilities of 4.03% and 3.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.