UBUR.DE vs. FUSR.DE
UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and FUSR.DE (Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc) are both Large Cap Blend Equities funds - UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted while FUSR.DE tracks the Fidelity Sustainable Research Enhanced US Equity. Both are passively managed. Over the past 5 years, UBUR.DE returned 6.64%/yr vs 14.75%/yr for FUSR.DE. At a 0.41 correlation, their price movements are largely independent. UBUR.DE charges 0.18%/yr vs 0.30%/yr for FUSR.DE.
Performance
UBUR.DE vs. FUSR.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 FUSR.DE's 10.99% 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*
- —
FUSR.DE
- 1D
- 0.07%
- 1M
- 3.52%
- YTD
- 10.99%
- 6M
- 10.18%
- 1Y
- 26.13%
- 3Y*
- 19.47%
- 5Y*
- 14.75%
- 10Y*
- —
UBUR.DE vs. FUSR.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% | 2.78% |
FUSR.DE Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc | 10.99% | 5.18% | 33.40% | 24.94% | -16.94% | 38.09% | 12.94% |
Correlation
The correlation between UBUR.DE and FUSR.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 | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2020 | 0.41 |
The correlation between UBUR.DE and FUSR.DE shifts across timeframes, from -0.01 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBUR.DE vs. FUSR.DE — Risk / Return Rank
UBUR.DE
FUSR.DE
UBUR.DE vs. FUSR.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 Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.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 | FUSR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.31 | ||
| Sortino ratioReturn per unit of downside risk | -3.08 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.38 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 3.40 | -3.69 |
| Martin ratioReturn relative to average drawdown | -0.64 | 12.17 | -12.81 |
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 | FUSR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 2.11 | -2.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.92 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 1.03 | -0.22 |
Drawdowns
UBUR.DE vs. FUSR.DE - Drawdown Comparison
The maximum UBUR.DE drawdown since its inception was -35.34%, which is greater than FUSR.DE's maximum drawdown of -24.29%. Use the drawdown chart below to compare losses from any high point for UBUR.DE and FUSR.DE.
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Drawdown Indicators
| UBUR.DE | FUSR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.34% | -24.29% | -11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -7.85% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -24.29% | +9.89% |
Max Drawdown (5Y)Largest decline over 5 years | -14.40% | -24.29% | +9.89% |
Current DrawdownCurrent decline from peak | -11.30% | -0.25% | -11.05% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -4.40% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.86% | 2.20% | +7.66% |
Volatility
UBUR.DE vs. FUSR.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 Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.DE) at 2.62%. This indicates that UBUR.DE's price experiences larger fluctuations and is considered to be riskier than FUSR.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 | FUSR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 2.62% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 8.39% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.99% | 12.69% | -1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 15.84% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 15.99% | +3.46% |
UBUR.DE vs. FUSR.DE - Expense Ratio Comparison
UBUR.DE has a 0.18% expense ratio, which is lower than FUSR.DE's 0.30% expense ratio.
Dividends
UBUR.DE vs. FUSR.DE - Dividend Comparison
UBUR.DE's dividend yield for the trailing twelve months is around 1.60%, while FUSR.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FUSR.DE Fidelity Sustainable Research Enhanced US Equity UCITS ETF 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 FUSR.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.
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 0.30% for FUSR.DE.
UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while FUSR.DE tracks Fidelity Sustainable Research Enhanced US Equity. They also come from different issuers: UBS and Fidelity. Their fees differ too: 0.18% for UBUR.DE and 0.30% for FUSR.DE.
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