UBU9.DE vs. VGK
Compare and contrast key facts about UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis (UBU9.DE) and Vanguard FTSE Europe ETF (VGK).
UBU9.DE and VGK 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. VGK is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed Europe Index. It was launched on Mar 4, 2005. Both UBU9.DE and VGK 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 VGK.
Correlation
The correlation between UBU9.DE and VGK is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UBU9.DE vs. VGK - Performance Comparison
Key characteristics
UBU9.DE:
2.11
VGK:
0.90
UBU9.DE:
2.93
VGK:
1.31
UBU9.DE:
1.42
VGK:
1.16
UBU9.DE:
3.24
VGK:
1.08
UBU9.DE:
14.14
VGK:
2.52
UBU9.DE:
1.89%
VGK:
4.73%
UBU9.DE:
12.68%
VGK:
13.20%
UBU9.DE:
-33.82%
VGK:
-63.61%
UBU9.DE:
-1.08%
VGK:
-1.39%
Returns By Period
In the year-to-date period, UBU9.DE achieves a 2.77% return, which is significantly lower than VGK's 10.18% return. Over the past 10 years, UBU9.DE has outperformed VGK with an annualized return of 13.59%, while VGK has yielded a comparatively lower 5.60% annualized return.
UBU9.DE
2.77%
-0.57%
16.18%
25.42%
14.83%
13.59%
VGK
10.18%
5.28%
0.17%
10.66%
7.15%
5.60%
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UBU9.DE vs. VGK - Expense Ratio Comparison
UBU9.DE has a 0.09% expense ratio, which is higher than VGK's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
UBU9.DE vs. VGK — Risk-Adjusted Performance Rank
UBU9.DE
VGK
UBU9.DE vs. VGK - 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 Vanguard FTSE Europe ETF (VGK). 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. VGK - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.94%, less than VGK's 3.28% 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% |
VGK Vanguard FTSE Europe ETF | 3.28% | 3.61% | 3.15% | 3.25% | 3.05% | 2.11% | 3.27% | 3.95% | 2.70% | 3.52% | 3.25% | 4.62% |
Drawdowns
UBU9.DE vs. VGK - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, smaller than the maximum VGK drawdown of -63.61%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and VGK. For additional features, visit the drawdowns tool.
Volatility
UBU9.DE vs. VGK - Volatility Comparison
The current volatility for UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis (UBU9.DE) is 3.23%, while Vanguard FTSE Europe ETF (VGK) has a volatility of 3.76%. This indicates that UBU9.DE experiences smaller price fluctuations and is considered to be less risky than VGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.