UBUS.DE vs. IGM
UBUS.DE (UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis) and IGM (iShares Expanded Tech Sector ETF) are both exchange-traded funds - UBUS.DE is a Large Cap Value Equities fund tracking the MSCI USA Prime Value, while IGM is a Technology Equities fund tracking the S&P North American Expanded Technology Sector Index. Both are passively managed. Over the past 10 years, UBUS.DE returned 11.26%/yr vs 24.67%/yr for IGM. At a 0.37 correlation, their price movements are largely independent. UBUS.DE charges 0.25%/yr vs 0.39%/yr for IGM.
Performance
UBUS.DE vs. IGM - Performance Comparison
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Different Trading Currencies
UBUS.DE is traded in EUR, while IGM is traded in USD. To make them comparable, the IGM values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UBUS.DE achieves a 7.74% return, which is significantly lower than IGM's 30.85% return. Over the past 10 years, UBUS.DE has underperformed IGM with an annualized return of 11.26%, while IGM has yielded a comparatively higher 24.67% annualized return.
UBUS.DE
- 1D
- 0.62%
- 1M
- 3.91%
- YTD
- 7.74%
- 6M
- 8.30%
- 1Y
- 17.28%
- 3Y*
- 10.15%
- 5Y*
- 8.96%
- 10Y*
- 11.26%
IGM
- 1D
- -1.62%
- 1M
- 11.98%
- YTD
- 30.85%
- 6M
- 26.21%
- 1Y
- 56.75%
- 3Y*
- 34.90%
- 5Y*
- 22.81%
- 10Y*
- 24.67%
UBUS.DE vs. IGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 7.74% | 0.31% | 13.88% | 12.22% | -2.99% | 41.06% | -3.23% | 29.19% | -2.28% | 5.60% |
IGM iShares Expanded Tech Sector ETF | 30.85% | 11.72% | 46.04% | 55.86% | -31.86% | 35.13% | 33.15% | 45.01% | 7.06% | 20.34% |
Correlation
The correlation between UBUS.DE and IGM is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2015 | 0.37 |
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Return for Risk
UBUS.DE vs. IGM — Risk / Return Rank
UBUS.DE
IGM
UBUS.DE vs. IGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.DE) and iShares Expanded Tech Sector ETF (IGM). 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.
| UBUS.DE | IGM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.45 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 3.66 | -0.90 |
| Martin ratioReturn relative to average drawdown | 8.74 | 11.25 | -2.51 |
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
| UBUS.DE | IGM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 2.76 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.91 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 1.00 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.70 | -0.03 |
Drawdowns
UBUS.DE vs. IGM - Drawdown Comparison
The maximum UBUS.DE drawdown since its inception was -34.63%, smaller than the maximum IGM drawdown of -47.57%. Use the drawdown chart below to compare losses from any high point for UBUS.DE and IGM.
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Drawdown Indicators
| UBUS.DE | IGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.63% | -47.57% | +12.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.23% | -15.41% | +9.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.86% | -30.63% | +8.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -35.24% | +13.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -35.24% | +0.61% |
Current DrawdownCurrent decline from peak | 0.00% | -2.17% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -8.50% | +3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 5.00% | -3.03% |
Volatility
UBUS.DE vs. IGM - Volatility Comparison
The current volatility for UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.DE) is 2.90%, while iShares Expanded Tech Sector ETF (IGM) has a volatility of 5.82%. This indicates that UBUS.DE experiences smaller price fluctuations and is considered to be less risky than IGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBUS.DE | IGM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 5.82% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 15.41% | -7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.80% | 20.42% | -8.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 25.25% | -10.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 24.76% | -8.39% |
UBUS.DE vs. IGM - Expense Ratio Comparison
UBUS.DE has a 0.25% expense ratio, which is lower than IGM's 0.39% expense ratio.
Dividends
UBUS.DE vs. IGM - Dividend Comparison
UBUS.DE's dividend yield for the trailing twelve months is around 0.98%, more than IGM's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGM iShares Expanded Tech Sector ETF | 0.13% | 0.17% | 0.22% | 0.33% | 0.66% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% |
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 0.98% | 1.14% | 0.61% | 1.38% | 1.52% | 1.30% | 1.66% | 1.17% | 1.58% | 1.42% | 1.28% | 0.00% |
Frequently Asked Questions
UBUS.DE and IGM have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUS.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUS.DE is cheaper with a 0.25% expense ratio, compared with 0.39% for IGM.
UBUS.DE is categorized as Large Cap Value Equities, while IGM is Technology Equities. UBUS.DE tracks MSCI USA Prime Value, while IGM tracks S&P North American Expanded Technology Sector Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.25% for UBUS.DE and 0.39% for IGM.
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