UBUR.DE vs. XD9E.DE
UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and XD9E.DE (Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc)) are both Large Cap Blend Equities funds - UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted while XD9E.DE tracks the MSCI USA Index (EUR Hedged). Both are passively managed. Over the past 5 years, UBUR.DE returned 6.95%/yr vs 9.87%/yr for XD9E.DE. At a 0.50 correlation, their price movements are largely independent. UBUR.DE charges 0.18%/yr vs 0.12%/yr for XD9E.DE.
Performance
UBUR.DE vs. XD9E.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBUR.DE achieves a 6.90% return, which is significantly lower than XD9E.DE's 8.42% return.
UBUR.DE
- 1D
- -0.16%
- 1M
- 3.27%
- 6M
- 5.01%
- YTD
- 6.90%
- 1Y
- 7.14%
- 3Y*
- 8.53%
- 5Y*
- 6.95%
- 10Y*
- 8.72%
XD9E.DE
- 1D
- 0.21%
- 1M
- 0.01%
- 6M
- 8.44%
- YTD
- 8.42%
- 1Y
- 18.44%
- 3Y*
- 17.46%
- 5Y*
- 9.87%
- 10Y*
- —
UBUR.DE vs. XD9E.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 6.90% | -5.50% | 20.30% | 3.14% | -1.97% | 35.27% | -5.38% | 32.02% | 7.28% |
XD9E.DE Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) | 8.42% | 14.99% | 22.93% | 24.29% | -23.21% | 26.83% | 18.09% | 27.42% | -7.23% |
Correlation
The correlation between UBUR.DE and XD9E.DE is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.50 |
The correlation between UBUR.DE and XD9E.DE shifts across timeframes, from -0.12 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBUR.DE vs. XD9E.DE — Risk / Return Rank
UBUR.DE
XD9E.DE
UBUR.DE vs. XD9E.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 Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.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 | XD9E.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.27 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.91 | 2.08 | -1.17 |
| Martin ratioReturn relative to average drawdown | 2.15 | 8.18 | -6.02 |
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Drawdowns
UBUR.DE vs. XD9E.DE - Drawdown Comparison
The maximum UBUR.DE drawdown since its inception was -35.34%, roughly equal to the maximum XD9E.DE drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for UBUR.DE and XD9E.DE.
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Drawdown Indicators
| UBUR.DE | XD9E.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.34% | -34.71% | -0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -8.82% | +1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -18.85% | +4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -14.40% | -27.10% | +12.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.34% | — | — |
Current DrawdownCurrent decline from peak | -5.57% | -0.82% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -6.07% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.25% | +1.06% |
Volatility
UBUR.DE vs. XD9E.DE - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a higher volatility of 3.78% compared to Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.DE) at 2.79%. This indicates that UBUR.DE's price experiences larger fluctuations and is considered to be riskier than XD9E.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 | XD9E.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 2.79% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 9.25% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.64% | 12.22% | -1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 16.30% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.15% | 17.43% | -3.28% |
UBUR.DE vs. XD9E.DE - Expense Ratio Comparison
UBUR.DE has a 0.18% expense ratio, which is higher than XD9E.DE's 0.12% 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. XD9E.DE - Dividend Comparison
UBUR.DE's dividend yield for the trailing twelve months is around 1.77%, while XD9E.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.77% | 2.04% | 1.57% | 1.52% | 1.37% | 1.09% | 1.84% | 1.58% | 1.66% | 1.70% | 1.45% |
XD9E.DE Xtrackers MSCI USA 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% |
Frequently Asked Questions
UBUR.DE and XD9E.DE have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XD9E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9E.DE is cheaper with a 0.12% expense ratio, compared with 0.18% for UBUR.DE.
UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while XD9E.DE tracks MSCI USA Index (EUR Hedged). They also come from different issuers: UBS and Xtrackers. Their fees differ too: 0.18% for UBUR.DE and 0.12% for XD9E.DE.
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