UBU9.DE vs. 2B7C.DE
UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - UBU9.DE is a S&P 500 fund tracking the S&P 500, while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 5 years, UBU9.DE returned 13.68%/yr vs 14.49%/yr for 2B7C.DE. A 0.77 correlation means they provide meaningful diversification when combined. UBU9.DE charges 0.03%/yr vs 0.15%/yr for 2B7C.DE.
Performance
UBU9.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU9.DE achieves a 12.24% return, which is significantly lower than 2B7C.DE's 21.40% return.
UBU9.DE
- 1D
- 0.23%
- 1M
- 0.62%
- 6M
- 13.04%
- YTD
- 12.24%
- 1Y
- 24.17%
- 3Y*
- 18.39%
- 5Y*
- 13.68%
- 10Y*
- 14.83%
2B7C.DE
- 1D
- 0.51%
- 1M
- 6.88%
- 6M
- 21.08%
- YTD
- 21.40%
- 1Y
- 28.36%
- 3Y*
- 19.26%
- 5Y*
- 14.49%
- 10Y*
- —
UBU9.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 12.24% | 4.77% | 32.31% | 22.36% | -14.25% | 40.60% | 6.64% | 34.48% | -1.14% | 4.51% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.40% | 6.93% | 23.74% | 13.77% | -0.13% | 32.10% | -0.53% | 32.25% | -10.21% | -2.64% |
Correlation
The correlation between UBU9.DE and 2B7C.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.77 |
The correlation between UBU9.DE and 2B7C.DE shifts across timeframes, from 0.65 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBU9.DE vs. 2B7C.DE — Risk / Return Rank
UBU9.DE
2B7C.DE
UBU9.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| UBU9.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.36 | 3.17 | +0.18 |
| Martin ratioReturn relative to average drawdown | 11.76 | 10.37 | +1.39 |
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Drawdowns
UBU9.DE vs. 2B7C.DE - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, smaller than the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and 2B7C.DE.
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Drawdown Indicators
| UBU9.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -41.31% | +7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -7.17% | -8.89% | +1.72% |
Max Drawdown (3Y)Largest decline over 3 years | -23.30% | -22.67% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -22.67% | -0.63% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -0.64% | -0.73% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -5.81% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.73% | -0.68% |
Volatility
UBU9.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) is 3.65%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 4.66%. This indicates that UBU9.DE experiences smaller price fluctuations and is considered to be less risky than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBU9.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 4.66% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.06% | 11.50% | -3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.94% | 14.96% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 16.84% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 20.22% | -4.16% |
UBU9.DE vs. 2B7C.DE - Expense Ratio Comparison
UBU9.DE has a 0.03% expense ratio, which is lower than 2B7C.DE's 0.15% 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
UBU9.DE vs. 2B7C.DE - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.94%, while 2B7C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 0.94% | 0.98% | 0.96% | 1.15% | 1.30% | 0.90% | 1.40% | 1.36% | 1.57% | 1.53% | 1.66% | 1.53% |
Frequently Asked Questions
UBU9.DE and 2B7C.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU9.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU9.DE is cheaper with a 0.03% expense ratio, compared with 0.15% for 2B7C.DE.
UBU9.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. UBU9.DE tracks S&P 500, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: UBS and iShares. Their fees differ too: 0.03% for UBU9.DE and 0.15% for 2B7C.DE.
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