UBU9.DE vs. QDVE.DE
UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - UBU9.DE is a S&P 500 fund tracking the S&P 500, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 10 years, UBU9.DE returned 14.73%/yr vs 26.04%/yr for QDVE.DE. Their correlation of 0.88 suggests significant overlap in exposure. UBU9.DE charges 0.03%/yr vs 0.15%/yr for QDVE.DE.
Performance
UBU9.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU9.DE achieves a 11.29% return, which is significantly lower than QDVE.DE's 24.06% return. Over the past 10 years, UBU9.DE has underperformed QDVE.DE with an annualized return of 14.73%, while QDVE.DE has yielded a comparatively higher 26.04% annualized return.
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%
QDVE.DE
- 1D
- -2.26%
- 1M
- 13.91%
- YTD
- 24.06%
- 6M
- 23.05%
- 1Y
- 49.27%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
UBU9.DE vs. QDVE.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 | 11.29% | 4.68% | 32.18% | 22.24% | -14.31% | 40.34% | 6.45% | 34.24% | -1.39% | 6.52% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 53.86% | 3.04% | 21.00% |
Correlation
The correlation between UBU9.DE and QDVE.DE is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2015 | 0.88 |
The correlation between UBU9.DE and QDVE.DE has been stable across timeframes, ranging from 0.86 to 0.88 - a consistent structural relationship.
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Return for Risk
UBU9.DE vs. QDVE.DE — Risk / Return Rank
UBU9.DE
QDVE.DE
UBU9.DE vs. QDVE.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 Information Technology Sector UCITS ETF (QDVE.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 | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.39 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 3.14 | +0.38 |
| Martin ratioReturn relative to average drawdown | 12.53 | 8.31 | +4.22 |
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 | QDVE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 2.40 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 1.10 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 1.19 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 1.07 | -0.13 |
Drawdowns
UBU9.DE vs. QDVE.DE - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, which is greater than QDVE.DE's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and QDVE.DE.
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Drawdown Indicators
| UBU9.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -31.45% | -2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -15.59% | +8.40% |
Max Drawdown (3Y)Largest decline over 3 years | -23.30% | -29.83% | +6.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -29.83% | +6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -31.45% | -2.37% |
Current DrawdownCurrent decline from peak | -0.45% | -3.08% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -5.80% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 5.91% | -3.88% |
Volatility
UBU9.DE vs. QDVE.DE - Volatility Comparison
The current volatility for UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) is 2.66%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that UBU9.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.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 | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 7.12% | -4.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 14.85% | -7.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.55% | 20.42% | -8.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 22.71% | -7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 21.73% | -5.63% |
UBU9.DE vs. QDVE.DE - Expense Ratio Comparison
UBU9.DE has a 0.03% expense ratio, which is lower than QDVE.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. QDVE.DE - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.80%, while QDVE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVE.DE iShares S&P 500 Information Technology 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 | 0.80% | 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
UBU9.DE and QDVE.DE have a correlation of 0.86, 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 QDVE.DE.
UBU9.DE is categorized as S&P 500, while QDVE.DE is Technology Equities. UBU9.DE tracks S&P 500, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.03% for UBU9.DE and 0.15% for QDVE.DE.
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