UBU9.DE vs. ESEA.DE
UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) and ESEA.DE (BNP Paribas Easy S&P 500 UCITS ETF) are both S&P 500 funds - UBU9.DE tracks the S&P 500 while ESEA.DE tracks the S&P 500 Index. Both are passively managed. Over the past 5 years, UBU9.DE returned 14.63%/yr vs 14.54%/yr for ESEA.DE. With a 0.95 correlation, they move nearly in lockstep. UBU9.DE charges 0.03%/yr vs 0.15%/yr for ESEA.DE.
Performance
UBU9.DE vs. ESEA.DE - Performance Comparison
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Different Trading Currencies
UBU9.DE is traded in EUR, while ESEA.DE is traded in USD. To make them comparable, the ESEA.DE values have been converted to EUR using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with UBU9.DE having a 11.29% return and ESEA.DE slightly higher at 11.31%.
UBU9.DE
- 1D
- -0.13%
- 1M
- 5.22%
- YTD
- 11.29%
- 6M
- 11.31%
- 1Y
- 25.49%
- 3Y*
- 18.75%
- 5Y*
- 14.63%
- 10Y*
- 14.73%
ESEA.DE
- 1D
- -0.11%
- 1M
- 5.20%
- YTD
- 11.31%
- 6M
- 11.29%
- 1Y
- 25.47%
- 3Y*
- 18.80%
- 5Y*
- 14.54%
- 10Y*
- —
UBU9.DE vs. ESEA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 11.29% | 4.68% | 32.18% | 22.24% | -14.31% | 40.34% | 6.45% | 11.63% |
ESEA.DE BNP Paribas Easy S&P 500 UCITS ETF | 11.31% | 4.18% | 32.44% | 22.22% | -14.52% | 41.11% | 7.15% | 11.44% |
Correlation
The correlation between UBU9.DE and ESEA.DE is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2019 | 0.95 |
The correlation between UBU9.DE and ESEA.DE has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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Return for Risk
UBU9.DE vs. ESEA.DE — Risk / Return Rank
UBU9.DE
ESEA.DE
UBU9.DE vs. ESEA.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 BNP Paribas Easy S&P 500 UCITS ETF (ESEA.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.
| UBU9.DE | ESEA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.38 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 3.53 | 0.00 |
| Martin ratioReturn relative to average drawdown | 12.53 | 12.07 | +0.46 |
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
| UBU9.DE | ESEA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 2.04 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.90 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.88 | +0.06 |
Drawdowns
UBU9.DE vs. ESEA.DE - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, roughly equal to the maximum ESEA.DE drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and ESEA.DE.
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Drawdown Indicators
| UBU9.DE | ESEA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -33.64% | -0.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -7.19% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -23.30% | -22.79% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -22.79% | -0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -0.45% | -0.41% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -4.87% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.10% | -0.07% |
Volatility
UBU9.DE vs. ESEA.DE - Volatility Comparison
The current volatility for UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) is 2.66%, while BNP Paribas Easy S&P 500 UCITS ETF (ESEA.DE) has a volatility of 3.03%. This indicates that UBU9.DE experiences smaller price fluctuations and is considered to be less risky than ESEA.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 | ESEA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 3.03% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 8.65% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.55% | 12.45% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 15.91% | -0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 17.81% | -1.71% |
UBU9.DE vs. ESEA.DE - Expense Ratio Comparison
UBU9.DE has a 0.03% expense ratio, which is lower than ESEA.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. ESEA.DE - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.80%, less than ESEA.DE's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESEA.DE BNP Paribas Easy S&P 500 UCITS ETF | 1.06% | 0.76% | 0.65% | 0.00% | 1.08% | 0.64% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 0.80% | 0.90% | 0.88% | 1.05% | 1.22% | 0.75% | 1.23% | 1.21% | 1.30% | 1.35% | 1.51% | 1.38% |
Frequently Asked Questions
With a correlation of 0.94, UBU9.DE and ESEA.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 ESEA.DE.
UBU9.DE tracks S&P 500, while ESEA.DE tracks S&P 500 Index. They also come from different issuers: UBS and BNP Paribas. Their fees differ too: 0.03% for UBU9.DE and 0.15% for ESEA.DE.
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