UBU9.DE vs. VUSA.DE
Compare and contrast key facts about UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis (UBU9.DE) and Vanguard S&P 500 UCITS ETF (VUSA.DE).
UBU9.DE and VUSA.DE 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. VUSA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012. Both UBU9.DE and VUSA.DE 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 VUSA.DE.
Correlation
The correlation between UBU9.DE and VUSA.DE is 0.87, 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. VUSA.DE - Performance Comparison
Key characteristics
UBU9.DE:
2.11
VUSA.DE:
2.16
UBU9.DE:
2.93
VUSA.DE:
2.98
UBU9.DE:
1.42
VUSA.DE:
1.43
UBU9.DE:
3.24
VUSA.DE:
3.29
UBU9.DE:
14.14
VUSA.DE:
14.24
UBU9.DE:
1.89%
VUSA.DE:
1.91%
UBU9.DE:
12.68%
VUSA.DE:
12.64%
UBU9.DE:
-33.82%
VUSA.DE:
-33.63%
UBU9.DE:
-1.08%
VUSA.DE:
-0.27%
Returns By Period
In the year-to-date period, UBU9.DE achieves a 2.77% return, which is significantly lower than VUSA.DE's 3.58% return. Over the past 10 years, UBU9.DE has underperformed VUSA.DE with an annualized return of 13.74%, while VUSA.DE has yielded a comparatively higher 16.42% annualized return.
UBU9.DE
2.77%
0.95%
16.03%
26.30%
14.52%
13.74%
VUSA.DE
3.58%
1.77%
16.26%
26.65%
14.81%
16.42%
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UBU9.DE vs. VUSA.DE - Expense Ratio Comparison
UBU9.DE has a 0.09% expense ratio, which is higher than VUSA.DE's 0.07% 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. VUSA.DE — Risk-Adjusted Performance Rank
UBU9.DE
VUSA.DE
UBU9.DE vs. VUSA.DE - 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 S&P 500 UCITS ETF (VUSA.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.
Dividends
UBU9.DE vs. VUSA.DE - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.94%, more than VUSA.DE's 0.50% 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% |
VUSA.DE Vanguard S&P 500 UCITS ETF | 0.50% | 0.52% | 1.35% | 1.53% | 1.21% | 1.65% | 2.34% | 3.76% | 2.26% | 1.78% | 2.00% | 0.00% |
Drawdowns
UBU9.DE vs. VUSA.DE - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, roughly equal to the maximum VUSA.DE drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and VUSA.DE. For additional features, visit the drawdowns tool.
Volatility
UBU9.DE vs. VUSA.DE - Volatility Comparison
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis (UBU9.DE) and Vanguard S&P 500 UCITS ETF (VUSA.DE) have volatilities of 3.78% and 3.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.