UBUR.DE vs. CSY2.DE
UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and CSY2.DE (CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD) are both Large Cap Blend Equities funds - UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted while CSY2.DE tracks the MSCI USA ESG Leaders. Both are passively managed. Over the past 5 years, UBUR.DE returned 6.64%/yr vs 14.65%/yr for CSY2.DE. At a 0.40 correlation, their price movements are largely independent. UBUR.DE charges 0.18%/yr vs 0.10%/yr for CSY2.DE.
Performance
UBUR.DE vs. CSY2.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 CSY2.DE's 10.74% 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*
- —
CSY2.DE
- 1D
- 0.76%
- 1M
- 4.06%
- YTD
- 10.74%
- 6M
- 10.74%
- 1Y
- 26.29%
- 3Y*
- 19.25%
- 5Y*
- 14.65%
- 10Y*
- —
UBUR.DE vs. CSY2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
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% | 17.62% |
CSY2.DE CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD | 10.74% | 6.30% | 30.42% | 25.14% | -16.59% | 44.53% | 36.31% |
Correlation
The correlation between UBUR.DE and CSY2.DE is -0.06, 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 | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2020 | 0.40 |
The correlation between UBUR.DE and CSY2.DE shifts across timeframes, from -0.06 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBUR.DE vs. CSY2.DE — Risk / Return Rank
UBUR.DE
CSY2.DE
UBUR.DE vs. CSY2.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 CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.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 | CSY2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.30 | ||
| Sortino ratioReturn per unit of downside risk | -3.07 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.38 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 2.87 | -3.16 |
| Martin ratioReturn relative to average drawdown | -0.64 | 10.08 | -10.72 |
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 | CSY2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 2.10 | -2.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.90 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 1.18 | -0.37 |
Drawdowns
UBUR.DE vs. CSY2.DE - Drawdown Comparison
The maximum UBUR.DE drawdown since its inception was -35.34%, which is greater than CSY2.DE's maximum drawdown of -24.56%. Use the drawdown chart below to compare losses from any high point for UBUR.DE and CSY2.DE.
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Drawdown Indicators
| UBUR.DE | CSY2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.34% | -24.56% | -10.78% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -9.14% | +1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -24.56% | +10.16% |
Max Drawdown (5Y)Largest decline over 5 years | -14.40% | -24.56% | +10.16% |
Current DrawdownCurrent decline from peak | -11.30% | -0.02% | -11.28% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -4.64% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.86% | 2.61% | +7.25% |
Volatility
UBUR.DE vs. CSY2.DE - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) and CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.DE) have volatilities of 3.22% and 3.21%, 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.
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Volatility by Period
| UBUR.DE | CSY2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 3.21% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 8.56% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.99% | 12.52% | -1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 16.24% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 17.19% | +2.26% |
UBUR.DE vs. CSY2.DE - Expense Ratio Comparison
UBUR.DE has a 0.18% expense ratio, which is higher than CSY2.DE's 0.10% 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. CSY2.DE - Dividend Comparison
UBUR.DE's dividend yield for the trailing twelve months is around 1.60%, while CSY2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
CSY2.DE CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD | 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 CSY2.DE have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSY2.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY2.DE is cheaper with a 0.10% expense ratio, compared with 0.18% for UBUR.DE.
UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while CSY2.DE tracks MSCI USA ESG Leaders. They also come from different issuers: UBS and Credit Suisse. Their fees differ too: 0.18% for UBUR.DE and 0.10% for CSY2.DE.
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