UBUR.DE vs. CBUC.DE

Last updated Jul 18, 2026

UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and CBUC.DE (iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)) are both Large Cap Blend Equities funds - UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted while CBUC.DE tracks the MSCI USA ESG Enhanced Focus CTB Index (EUR Hedged). Both are passively managed. Over the past 5 years, UBUR.DE returned 7.40%/yr vs 8.19%/yr for CBUC.DE. At a 0.41 correlation, their price movements are largely independent.

Performance

UBUR.DE vs. CBUC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) and iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.DE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UBUR.DE achieves a 9.13% return, which is significantly higher than CBUC.DE's 6.51% return.

UBUR.DE

• 1D: 0.87%
• 1M: 5.60%
• 6M: 6.12%
• YTD: 9.13%
• 1Y: 8.78%
• 3Y*: 9.16%
• 5Y*: 7.40%
• 10Y*: 8.91%

CBUC.DE

• 1D: -0.79%
• 1M: 0.53%
• 6M: 6.21%
• YTD: 6.51%
• 1Y: 15.67%
• 3Y*: 15.48%
• 5Y*: 8.19%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

UBUR.DE vs. CBUC.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	9.13%	-5.50%	20.30%	3.14%	-1.97%	18.07%
CBUC.DE iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	6.51%	13.30%	21.88%	22.78%	-24.86%	10.56%

Correlation

The correlation between UBUR.DE and CBUC.DE is 0.01, 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	0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (All Time) Calculated using the full available price history since Jun 28, 2021	0.41

Over the past year, the correlation between UBUR.DE and CBUC.DE has dropped to 0.01 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.

Return for Risk

UBUR.DE vs. CBUC.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UBUR.DE

UBUR.DE Risk / Return Rank: 28
UBUR.DE Sharpe Ratio Rank: 29
UBUR.DE Sortino Ratio Rank: 29
UBUR.DE Omega Ratio Rank: 26
UBUR.DE Calmar Ratio Rank: 29
UBUR.DE Martin Ratio Rank: 27

CBUC.DE

CBUC.DE Risk / Return Rank: 43
CBUC.DE Sharpe Ratio Rank: 43
CBUC.DE Sortino Ratio Rank: 41
CBUC.DE Omega Ratio Rank: 43
CBUC.DE Calmar Ratio Rank: 40
CBUC.DE Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UBUR.DE vs. CBUC.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 CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	UBUR.DE	CBUC.DE	Difference
Sharpe ratio: Return per unit of total volatility	0.83	1.16	-0.32
Sortino ratio: Return per unit of downside risk	1.28	1.65	-0.36
Omega ratio: Gain probability vs. loss probability	1.14	1.22	-0.07
Calmar ratio: Return relative to maximum drawdown	1.12	1.56	-0.45
Martin ratio: Return relative to average drawdown	2.64	6.09	-3.45

UBUR.DE vs. CBUC.DE - Sharpe Ratio Comparison

The current UBUR.DE Sharpe Ratio is 0.83, which is comparable to the CBUC.DE Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of UBUR.DE and CBUC.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

UBUR.DE vs. CBUC.DE - Drawdown Comparison

The maximum UBUR.DE drawdown since its inception was -35.34%, which is greater than CBUC.DE's maximum drawdown of -29.01%. Use the drawdown chart below to compare losses from any high point for UBUR.DE and CBUC.DE.

Drawdown Indicators

	UBUR.DE	CBUC.DE	Difference
Max Drawdown Largest peak-to-trough decline	-35.34%	-29.01%	-6.33%
Max Drawdown (1Y) Largest decline over 1 year	-7.81%	-9.97%	+2.16%
Max Drawdown (3Y) Largest decline over 3 years	-14.40%	-19.41%	+5.01%
Max Drawdown (5Y) Largest decline over 5 years	-14.40%	-29.01%	+14.61%
Max Drawdown (10Y) Largest decline over 10 years	-35.34%	—	—
Current Drawdown Current decline from peak	-3.59%	-1.57%	-2.02%
Average Drawdown Average peak-to-trough decline	-5.83%	-8.32%	+2.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.31%	2.57%	+0.74%

Volatility

UBUR.DE vs. CBUC.DE - Volatility Comparison

UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) and iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.DE) have volatilities of 3.88% and 3.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UBUR.DE	CBUC.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.88%	3.73%	+0.15%
Volatility (6M) Calculated over the trailing 6-month period	8.14%	10.78%	-2.64%
Volatility (1Y) Calculated over the trailing 1-year period	10.66%	13.57%	-2.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.48%	16.93%	-4.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.16%	16.86%	-2.70%

Dividends

UBUR.DE vs. CBUC.DE - Dividend Comparison

UBUR.DE's dividend yield for the trailing twelve months is around 1.73%, while CBUC.DE has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
CBUC.DE iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.00%	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	1.73%	2.04%	1.57%	1.52%	1.37%	1.09%	1.84%	1.58%	1.66%	1.70%	1.45%

Frequently Asked Questions

Can I hold both UBUR.DE and CBUC.DE in my portfolio?

UBUR.DE and CBUC.DE have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

What is the main difference between UBUR.DE and CBUC.DE?

UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while CBUC.DE tracks MSCI USA ESG Enhanced Focus CTB Index (EUR Hedged). They also come from different issuers: UBS and iShares.