UBUR.DE vs. 4UBF.DE
UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and 4UBF.DE (UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc) are both exchange-traded funds - UBUR.DE is a Large Cap Blend Equities fund tracking the MSCI USA Select Dynamic 50% Risk Weighted, while 4UBF.DE is a European Corporate Bonds fund tracking the Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Both are passively managed. Over the past 5 years, UBUR.DE returned 6.64%/yr vs -0.23%/yr for 4UBF.DE. At a 0.10 correlation, their price movements are largely independent. UBUR.DE charges 0.18%/yr vs 0.13%/yr for 4UBF.DE.
Performance
UBUR.DE vs. 4UBF.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 4UBF.DE's 0.73% 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*
- —
4UBF.DE
- 1D
- 0.12%
- 1M
- 0.33%
- YTD
- 0.73%
- 6M
- 0.23%
- 1Y
- 2.32%
- 3Y*
- 4.95%
- 5Y*
- -0.23%
- 10Y*
- —
UBUR.DE vs. 4UBF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
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% | 19.33% |
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | 0.73% | 3.23% | 4.51% | 8.22% | -15.67% | -0.28% |
Correlation
The correlation between UBUR.DE and 4UBF.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2021 | 0.10 |
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Return for Risk
UBUR.DE vs. 4UBF.DE — Risk / Return Rank
UBUR.DE
4UBF.DE
UBUR.DE vs. 4UBF.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 UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.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 | 4UBF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.10 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 0.69 | -0.98 |
| Martin ratioReturn relative to average drawdown | -0.64 | 2.30 | -2.94 |
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 | 4UBF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 0.55 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | -0.04 | +0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | -0.04 | +0.85 |
Drawdowns
UBUR.DE vs. 4UBF.DE - Drawdown Comparison
The maximum UBUR.DE drawdown since its inception was -35.34%, which is greater than 4UBF.DE's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for UBUR.DE and 4UBF.DE.
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Drawdown Indicators
| UBUR.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.34% | -19.99% | -15.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -2.88% | -4.93% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -2.88% | -11.52% |
Max Drawdown (5Y)Largest decline over 5 years | -14.40% | -19.99% | +5.59% |
Current DrawdownCurrent decline from peak | -11.30% | -2.81% | -8.49% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -8.54% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.86% | 0.87% | +8.99% |
Volatility
UBUR.DE vs. 4UBF.DE - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a higher volatility of 3.22% compared to UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) at 1.25%. This indicates that UBUR.DE's price experiences larger fluctuations and is considered to be riskier than 4UBF.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 | 4UBF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 1.25% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 3.11% | +4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.99% | 3.67% | +7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 5.08% | +10.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 5.02% | +14.43% |
UBUR.DE vs. 4UBF.DE - Expense Ratio Comparison
UBUR.DE has a 0.18% expense ratio, which is higher than 4UBF.DE's 0.13% 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%.
Dividends
UBUR.DE vs. 4UBF.DE - Dividend Comparison
UBUR.DE's dividend yield for the trailing twelve months is around 1.60%, while 4UBF.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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 4UBF.DE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBF.DE is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBF.DE is cheaper with a 0.13% expense ratio, compared with 0.18% for UBUR.DE.
UBUR.DE is categorized as Large Cap Blend Equities, while 4UBF.DE is European Corporate Bonds. UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while 4UBF.DE tracks Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Their fees differ too: 0.18% for UBUR.DE and 0.13% for 4UBF.DE.
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