UBUR.DE vs. 36B6.DE
UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and 36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) are both Large Cap Blend Equities funds - UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted while 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, UBUR.DE returned 6.64%/yr vs 12.25%/yr for 36B6.DE. At a 0.46 correlation, their price movements are largely independent. UBUR.DE charges 0.18%/yr vs 0.20%/yr for 36B6.DE.
Performance
UBUR.DE vs. 36B6.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBUR.DE achieves a 0.53% return, which is significantly lower than 36B6.DE's 14.86% return.
UBUR.DE
- 1D
- -0.14%
- 1M
- -0.65%
- YTD
- 0.53%
- 6M
- 0.77%
- 1Y
- -1.23%
- 3Y*
- 5.82%
- 5Y*
- 6.64%
- 10Y*
- —
36B6.DE
- 1D
- 0.12%
- 1M
- 4.77%
- YTD
- 14.86%
- 6M
- 14.34%
- 1Y
- 22.45%
- 3Y*
- 14.59%
- 5Y*
- 12.25%
- 10Y*
- —
UBUR.DE vs. 36B6.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.53% | -5.64% | 20.63% | 2.15% | -0.28% | 33.09% | -5.58% | 19.39% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 14.86% | -0.74% | 20.34% | 20.20% | -14.25% | 43.41% | 13.54% | 20.91% |
Correlation
The correlation between UBUR.DE and 36B6.DE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.46 |
Over the past year, the correlation between UBUR.DE and 36B6.DE has dropped to 0.03 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
UBUR.DE vs. 36B6.DE — Risk / Return Rank
UBUR.DE
36B6.DE
UBUR.DE vs. 36B6.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.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.
| UBUR.DE | 36B6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.31 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 3.10 | -3.38 |
| Martin ratioReturn relative to average drawdown | -0.64 | 10.29 | -10.93 |
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
| UBUR.DE | 36B6.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 1.76 | -1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.78 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.86 | -0.05 |
Drawdowns
UBUR.DE vs. 36B6.DE - Drawdown Comparison
The maximum UBUR.DE drawdown since its inception was -35.34%, roughly equal to the maximum 36B6.DE drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for UBUR.DE and 36B6.DE.
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Drawdown Indicators
| UBUR.DE | 36B6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.34% | -34.21% | -1.13% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -7.21% | -0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -23.75% | +9.35% |
Max Drawdown (5Y)Largest decline over 5 years | -14.40% | -23.75% | +9.35% |
Current DrawdownCurrent decline from peak | -11.30% | 0.00% | -11.30% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -4.98% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.86% | 2.17% | +7.69% |
Volatility
UBUR.DE vs. 36B6.DE - Volatility Comparison
The current volatility for UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) is 3.22%, while iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) has a volatility of 3.79%. This indicates that UBUR.DE experiences smaller price fluctuations and is considered to be less risky than 36B6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBUR.DE | 36B6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 3.79% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 9.08% | -1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.99% | 12.71% | -1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 15.45% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 17.54% | +1.91% |
UBUR.DE vs. 36B6.DE - Expense Ratio Comparison
UBUR.DE has a 0.18% expense ratio, which is lower than 36B6.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
UBUR.DE vs. 36B6.DE - Dividend Comparison
UBUR.DE's dividend yield for the trailing twelve months is around 1.60%, more than 36B6.DE's 0.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.85% | 0.97% | 1.10% | 1.27% | 1.40% | 0.91% | 1.05% | 1.17% | 0.00% | 0.00% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.60% | 1.87% | 1.44% | 1.39% | 1.28% | 0.93% | 1.62% | 1.40% | 1.37% | 0.68% |
Frequently Asked Questions
UBUR.DE and 36B6.DE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for 36B6.DE.
UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while 36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: UBS and iShares. Their fees differ too: 0.18% for UBUR.DE and 0.20% for 36B6.DE.
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