UBU7.DE vs. XDEM.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and XDEM.DE (Xtrackers MSCI World Momentum Factor UCITS ETF 1C) are both exchange-traded funds - UBU7.DE is a Global Equities fund tracking the MSCI World, while XDEM.DE is a Momentum fund tracking the MSCI World Momentum Index. Both are passively managed. Over the past 10 years, UBU7.DE returned 13.19%/yr vs 16.73%/yr for XDEM.DE. Their correlation of 0.89 suggests significant overlap in exposure. UBU7.DE charges 0.10%/yr vs 0.25%/yr for XDEM.DE.
Performance
UBU7.DE vs. XDEM.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 XDEM.DE's 29.03% return. Over the past 10 years, UBU7.DE has underperformed XDEM.DE with an annualized return of 13.19%, while XDEM.DE has yielded a comparatively higher 16.73% 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%
XDEM.DE
- 1D
- 1.63%
- 1M
- 6.79%
- YTD
- 29.03%
- 6M
- 28.98%
- 1Y
- 40.31%
- 3Y*
- 28.45%
- 5Y*
- 15.28%
- 10Y*
- 16.73%
UBU7.DE vs. XDEM.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% |
XDEM.DE Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 29.03% | 8.09% | 38.22% | 8.18% | -13.65% | 24.74% | 16.54% | 31.58% | 0.81% | 16.07% |
Correlation
The correlation between UBU7.DE and XDEM.DE is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Sep 5, 2014 | 0.89 |
The correlation between UBU7.DE and XDEM.DE has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.
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Return for Risk
UBU7.DE vs. XDEM.DE — Risk / Return Rank
UBU7.DE
XDEM.DE
UBU7.DE vs. XDEM.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 Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.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 | XDEM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.40 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 4.45 | -0.65 |
| Martin ratioReturn relative to average drawdown | 15.04 | 16.95 | -1.90 |
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Drawdowns
UBU7.DE vs. XDEM.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.85%, which is greater than XDEM.DE's maximum drawdown of -30.94%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and XDEM.DE.
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Drawdown Indicators
| UBU7.DE | XDEM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.85% | -30.94% | -2.91% |
Max Drawdown (1Y)Largest decline over 1 year | -6.52% | -9.01% | +2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -21.70% | -23.51% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -21.70% | -23.51% | +1.81% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -30.94% | -2.91% |
Current DrawdownCurrent decline from peak | -0.78% | -1.24% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -7.38% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 2.37% | -0.72% |
Volatility
UBU7.DE vs. XDEM.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 2.96%, while Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE) has a volatility of 6.97%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky than XDEM.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 | XDEM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 6.97% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 15.01% | -7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.27% | 17.90% | -6.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.15% | 17.51% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.09% | 18.14% | -3.05% |
UBU7.DE vs. XDEM.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than XDEM.DE's 0.25% 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. XDEM.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.32%, while XDEM.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.32% | 1.56% | 1.33% | 1.44% | 1.61% | 1.08% | 1.46% | 1.72% | 1.70% | 1.80% | 2.20% | 1.80% |
XDEM.DE Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBU7.DE and XDEM.DE have a correlation of 0.81, 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 0.25% for XDEM.DE.
UBU7.DE is categorized as Global Equities, while XDEM.DE is Momentum. UBU7.DE tracks MSCI World, while XDEM.DE tracks MSCI World Momentum Index. They also come from different issuers: UBS and DWS. Their fees differ too: 0.10% for UBU7.DE and 0.25% for XDEM.DE.
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