UBU9.DE vs. XDEW.DE
UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) and XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) are both S&P 500 funds - UBU9.DE tracks the S&P 500 while XDEW.DE tracks the S&P 500 Equal Weight Index. Both are passively managed. Over the past 10 years, UBU9.DE returned 14.73%/yr vs 11.25%/yr for XDEW.DE. Their correlation of 0.90 suggests significant overlap in exposure. UBU9.DE charges 0.03%/yr vs 0.20%/yr for XDEW.DE.
Performance
UBU9.DE vs. XDEW.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 higher than XDEW.DE's 10.39% return. Over the past 10 years, UBU9.DE has outperformed XDEW.DE with an annualized return of 14.73%, while XDEW.DE has yielded a comparatively lower 11.25% annualized return.
UBU9.DE
- 1D
- -0.13%
- 1M
- 4.33%
- YTD
- 11.29%
- 6M
- 10.76%
- 1Y
- 25.48%
- 3Y*
- 18.75%
- 5Y*
- 14.63%
- 10Y*
- 14.73%
XDEW.DE
- 1D
- 0.30%
- 1M
- 3.90%
- YTD
- 10.39%
- 6M
- 10.29%
- 1Y
- 18.10%
- 3Y*
- 12.12%
- 5Y*
- 9.22%
- 10Y*
- 11.25%
UBU9.DE vs. XDEW.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% |
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 10.39% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 1.18% | 31.25% | -4.52% | 4.00% |
Correlation
The correlation between UBU9.DE and XDEW.DE is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2014 | 0.90 |
Over the past year, the correlation between UBU9.DE and XDEW.DE has dropped to 0.70 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
UBU9.DE vs. XDEW.DE — Risk / Return Rank
UBU9.DE
XDEW.DE
UBU9.DE vs. XDEW.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 Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.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 | XDEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.30 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 3.51 | +0.02 |
| Martin ratioReturn relative to average drawdown | 12.53 | 10.36 | +2.17 |
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 | XDEW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 1.66 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.61 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.66 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.68 | +0.26 |
Drawdowns
UBU9.DE vs. XDEW.DE - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, smaller than the maximum XDEW.DE drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and XDEW.DE.
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Drawdown Indicators
| UBU9.DE | XDEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -38.79% | +4.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -5.06% | -2.13% |
Max Drawdown (3Y)Largest decline over 3 years | -23.30% | -22.70% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -22.70% | -0.60% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -38.79% | +4.97% |
Current DrawdownCurrent decline from peak | -0.45% | 0.00% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -5.39% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.72% | +0.31% |
Volatility
UBU9.DE vs. XDEW.DE - Volatility Comparison
UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) has a higher volatility of 2.66% compared to Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) at 2.06%. This indicates that UBU9.DE's price experiences larger fluctuations and is considered to be riskier than XDEW.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 | XDEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 2.06% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 6.75% | +0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.55% | 10.70% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 14.89% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 16.86% | -0.76% |
UBU9.DE vs. XDEW.DE - Expense Ratio Comparison
UBU9.DE has a 0.03% expense ratio, which is lower than XDEW.DE's 0.20% 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. XDEW.DE - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.80%, while XDEW.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBU9.DE and XDEW.DE have a correlation of 0.70, 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 0.20% for XDEW.DE.
UBU9.DE tracks S&P 500, while XDEW.DE tracks S&P 500 Equal Weight Index. They also come from different issuers: UBS and Xtrackers. Their fees differ too: 0.03% for UBU9.DE and 0.20% for XDEW.DE.
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