UBUD.DE vs. UBU5.DE
UBUD.DE (UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist) and UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) are both exchange-traded funds - UBUD.DE is a Precious Metals fund tracking the Solactive Global Pure Gold Miners, while UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value. Both are passively managed. Over the past 10 years, UBUD.DE returned 14.59%/yr vs 9.94%/yr for UBU5.DE. At a 0.05 correlation, their price movements are largely independent. UBUD.DE charges 0.43%/yr vs 0.20%/yr for UBU5.DE.
Performance
UBUD.DE vs. UBU5.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBUD.DE achieves a -6.38% return, which is significantly lower than UBU5.DE's 11.44% return. Over the past 10 years, UBUD.DE has outperformed UBU5.DE with an annualized return of 14.59%, while UBU5.DE has yielded a comparatively lower 9.94% annualized return.
UBUD.DE
- 1D
- -0.04%
- 1M
- -3.95%
- YTD
- -6.38%
- 6M
- 0.94%
- 1Y
- 47.84%
- 3Y*
- 42.44%
- 5Y*
- 24.10%
- 10Y*
- 14.59%
UBU5.DE
- 1D
- 0.60%
- 1M
- 3.72%
- YTD
- 11.44%
- 6M
- 11.93%
- 1Y
- 20.18%
- 3Y*
- 13.20%
- 5Y*
- 10.27%
- 10Y*
- 9.94%
UBUD.DE vs. UBU5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBUD.DE UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist | -6.38% | 144.52% | 34.69% | 6.34% | 0.11% | -8.41% | 15.71% | 40.46% | -6.02% | -3.26% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 11.44% | 1.10% | 19.93% | 6.38% | -1.60% | 38.43% | -9.93% | 27.91% | -4.61% | 0.74% |
Correlation
The correlation between UBUD.DE and UBU5.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 2013 | 0.05 |
The correlation between UBUD.DE and UBU5.DE shifts across timeframes, from 0.05 (10 years) to 0.19 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UBUD.DE vs. UBU5.DE — Risk / Return Rank
UBUD.DE
UBU5.DE
UBUD.DE vs. UBU5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist (UBUD.DE) and UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.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.
| UBUD.DE | UBU5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.38 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 4.28 | -2.63 |
| Martin ratioReturn relative to average drawdown | 4.06 | 14.64 | -10.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UBUD.DE | UBU5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.07 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.64 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.74 | -0.48 |
Drawdowns
UBUD.DE vs. UBU5.DE - Drawdown Comparison
The maximum UBUD.DE drawdown since its inception was -57.79%, which is greater than UBU5.DE's maximum drawdown of -36.36%. Use the drawdown chart below to compare losses from any high point for UBUD.DE and UBU5.DE.
Loading charts...
Drawdown Indicators
| UBUD.DE | UBU5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.79% | -36.36% | -21.43% |
Max Drawdown (1Y)Largest decline over 1 year | -28.94% | -4.70% | -24.24% |
Max Drawdown (3Y)Largest decline over 3 years | -28.94% | -19.90% | -9.04% |
Max Drawdown (5Y)Largest decline over 5 years | -38.21% | -19.90% | -18.31% |
Max Drawdown (10Y)Largest decline over 10 years | -50.40% | -36.36% | -14.04% |
Current DrawdownCurrent decline from peak | -27.15% | 0.00% | -27.15% |
Average DrawdownAverage peak-to-trough decline | -28.07% | -4.82% | -23.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 1.38% | +10.37% |
Volatility
UBUD.DE vs. UBU5.DE - Volatility Comparison
UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist (UBUD.DE) has a higher volatility of 13.71% compared to UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis (UBU5.DE) at 2.15%. This indicates that UBUD.DE's price experiences larger fluctuations and is considered to be riskier than UBU5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UBUD.DE | UBU5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.71% | 2.15% | +11.56% |
Volatility (6M)Calculated over the trailing 6-month period | 35.92% | 6.40% | +29.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.63% | 9.72% | +35.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.68% | 13.36% | +22.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.58% | 15.47% | +20.11% |
UBUD.DE vs. UBU5.DE - Expense Ratio Comparison
UBUD.DE has a 0.43% expense ratio, which is higher than UBU5.DE's 0.20% expense ratio.
Dividends
UBUD.DE vs. UBU5.DE - Dividend Comparison
UBUD.DE's dividend yield for the trailing twelve months is around 0.59%, less than UBU5.DE's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 1.17% | 1.95% | 1.60% | 2.86% | 1.80% | 1.27% | 2.18% | 1.75% | 2.10% | 1.81% | 2.10% | 2.04% |
UBUD.DE UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist | 0.59% | 0.40% | 0.56% | 1.74% | 1.12% | 1.15% | 0.44% | 0.42% | 0.48% | 0.46% | 0.43% | 1.38% |
Frequently Asked Questions
UBUD.DE and UBU5.DE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU5.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU5.DE is cheaper with a 0.20% expense ratio, compared with 0.43% for UBUD.DE.
UBUD.DE is categorized as Precious Metals, while UBU5.DE is Large Cap Value Equities. UBUD.DE tracks Solactive Global Pure Gold Miners, while UBU5.DE tracks MSCI USA Value. Their fees differ too: 0.43% for UBUD.DE and 0.20% for UBU5.DE.
Find the right allocation for UBUD.DE and UBU5.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer