UBUD.DE vs. UBU7.DE
UBUD.DE (UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UBUD.DE is a Precious Metals fund tracking the Solactive Global Pure Gold Miners, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UBUD.DE returned 14.59%/yr vs 12.53%/yr for UBU7.DE. At a 0.10 correlation, their price movements are largely independent. UBUD.DE charges 0.43%/yr vs 0.10%/yr for UBU7.DE.
Performance
UBUD.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBUD.DE achieves a -6.38% return, which is significantly lower than UBU7.DE's 10.81% return. Over the past 10 years, UBUD.DE has outperformed UBU7.DE with an annualized return of 14.59%, while UBU7.DE has yielded a comparatively lower 12.53% 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%
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UBUD.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UBUD.DE and UBU7.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 2013 | 0.10 |
The correlation between UBUD.DE and UBU7.DE shifts across timeframes, from 0.10 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UBUD.DE vs. UBU7.DE — Risk / Return Rank
UBUD.DE
UBU7.DE
UBUD.DE vs. UBU7.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 World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.40 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 3.58 | -1.93 |
| Martin ratioReturn relative to average drawdown | 4.06 | 14.23 | -10.17 |
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
| UBUD.DE | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.14 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.89 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.82 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.82 | -0.56 |
Drawdowns
UBUD.DE vs. UBU7.DE - Drawdown Comparison
The maximum UBUD.DE drawdown since its inception was -57.79%, which is greater than UBU7.DE's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UBUD.DE and UBU7.DE.
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Drawdown Indicators
| UBUD.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.79% | -33.84% | -23.95% |
Max Drawdown (1Y)Largest decline over 1 year | -28.94% | -6.61% | -22.33% |
Max Drawdown (3Y)Largest decline over 3 years | -28.94% | -21.69% | -7.25% |
Max Drawdown (5Y)Largest decline over 5 years | -38.21% | -21.69% | -16.52% |
Max Drawdown (10Y)Largest decline over 10 years | -50.40% | -33.84% | -16.56% |
Current DrawdownCurrent decline from peak | -27.15% | -0.31% | -26.84% |
Average DrawdownAverage peak-to-trough decline | -28.07% | -4.24% | -23.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 1.66% | +10.09% |
Volatility
UBUD.DE vs. UBU7.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 World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UBUD.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBUD.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.71% | 2.57% | +11.14% |
Volatility (6M)Calculated over the trailing 6-month period | 35.92% | 7.61% | +28.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.63% | 11.04% | +34.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.68% | 14.11% | +21.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.58% | 15.11% | +20.47% |
UBUD.DE vs. UBU7.DE - Expense Ratio Comparison
UBUD.DE has a 0.43% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
UBUD.DE vs. UBU7.DE - Dividend Comparison
UBUD.DE's dividend yield for the trailing twelve months is around 0.59%, less than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
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 UBU7.DE have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.43% for UBUD.DE.
UBUD.DE is categorized as Precious Metals, while UBU7.DE is Global Equities. UBUD.DE tracks Solactive Global Pure Gold Miners, while UBU7.DE tracks MSCI World. Their fees differ too: 0.43% for UBUD.DE and 0.10% for UBU7.DE.
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