UBU9.DE vs. SPX5.L
Compare and contrast key facts about UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis (UBU9.DE) and SPDR S&P 500 UCITS ETF (SPX5.L).
UBU9.DE and SPX5.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UBU9.DE is a passively managed fund by UBS that tracks the performance of the S&P 500®. It was launched on Apr 11, 2012. SPX5.L is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Mar 19, 2012. Both UBU9.DE and SPX5.L 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: UBU9.DE or SPX5.L.
Correlation
The correlation between UBU9.DE and SPX5.L is 0.92, 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
UBU9.DE vs. SPX5.L - Performance Comparison
Key characteristics
UBU9.DE:
2.11
SPX5.L:
2.00
UBU9.DE:
2.93
SPX5.L:
2.84
UBU9.DE:
1.42
SPX5.L:
1.38
UBU9.DE:
3.24
SPX5.L:
3.65
UBU9.DE:
14.14
SPX5.L:
14.28
UBU9.DE:
1.89%
SPX5.L:
1.63%
UBU9.DE:
12.68%
SPX5.L:
11.65%
UBU9.DE:
-33.82%
SPX5.L:
-41.23%
UBU9.DE:
-1.08%
SPX5.L:
-1.81%
Returns By Period
The year-to-date returns for both stocks are quite close, with UBU9.DE having a 2.77% return and SPX5.L slightly lower at 2.69%. Over the past 10 years, UBU9.DE has underperformed SPX5.L with an annualized return of 13.73%, while SPX5.L has yielded a comparatively higher 15.31% annualized return.
UBU9.DE
2.77%
2.70%
16.15%
26.77%
14.52%
13.73%
SPX5.L
2.69%
1.64%
13.56%
23.88%
14.79%
15.31%
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UBU9.DE vs. SPX5.L - Expense Ratio Comparison
Both UBU9.DE and SPX5.L have an expense ratio of 0.09%, 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
UBU9.DE vs. SPX5.L — Risk-Adjusted Performance Rank
UBU9.DE
SPX5.L
UBU9.DE vs. SPX5.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis (UBU9.DE) and SPDR S&P 500 UCITS ETF (SPX5.L). 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
UBU9.DE vs. SPX5.L - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.94%, less than SPX5.L's 100.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU9.DE UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis | 0.94% | 0.88% | 1.05% | 1.22% | 0.75% | 1.23% | 1.21% | 1.30% | 1.35% | 1.51% | 1.38% | 0.91% |
SPX5.L SPDR S&P 500 UCITS ETF | 100.79% | 103.50% | 120.99% | 138.50% | 97.80% | 140.46% | 175.61% | 170.82% | 236.21% | 149.13% | 168.09% | 142.74% |
Drawdowns
UBU9.DE vs. SPX5.L - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, smaller than the maximum SPX5.L drawdown of -41.23%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and SPX5.L. For additional features, visit the drawdowns tool.
Volatility
UBU9.DE vs. SPX5.L - Volatility Comparison
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis (UBU9.DE) has a higher volatility of 4.29% compared to SPDR S&P 500 UCITS ETF (SPX5.L) at 3.39%. This indicates that UBU9.DE's price experiences larger fluctuations and is considered to be riskier than SPX5.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.