UBUS.DE vs. MIVU.DE
UBUS.DE (UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis) and MIVU.DE (Amundi MSCI USA Minimum Volatility Factor UCITS ETF) are both exchange-traded funds - UBUS.DE is a Large Cap Value Equities fund tracking the MSCI USA Prime Value, while MIVU.DE is a Large Cap Blend Equities fund tracking the MSCI USA Minimum Volatility. Both are passively managed. Over the past 5 years, UBUS.DE returned 8.96%/yr vs 8.13%/yr for MIVU.DE. A 0.78 correlation means they provide meaningful diversification when combined. UBUS.DE charges 0.25%/yr vs 0.18%/yr for MIVU.DE.
Performance
UBUS.DE vs. MIVU.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBUS.DE achieves a 7.74% return, which is significantly higher than MIVU.DE's 2.88% 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%
MIVU.DE
- 1D
- -0.26%
- 1M
- 3.04%
- YTD
- 2.88%
- 6M
- 3.17%
- 1Y
- 2.54%
- 3Y*
- 8.40%
- 5Y*
- 8.13%
- 10Y*
- —
UBUS.DE vs. MIVU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -11.86% |
MIVU.DE Amundi MSCI USA Minimum Volatility Factor UCITS ETF | 2.88% | -3.87% | 22.89% | 5.36% | -4.28% | 31.88% | -5.36% | 30.00% | -5.89% |
Correlation
The correlation between UBUS.DE and MIVU.DE is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Aug 22, 2018 | 0.78 |
The correlation between UBUS.DE and MIVU.DE shifts across timeframes, from 0.62 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
UBUS.DE vs. MIVU.DE — Risk / Return Rank
UBUS.DE
MIVU.DE
UBUS.DE vs. MIVU.DE - 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 Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.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.
| UBUS.DE | MIVU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.17 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.05 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 0.52 | +2.24 |
| Martin ratioReturn relative to average drawdown | 8.74 | 1.15 | +7.59 |
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 | MIVU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.28 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.68 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.60 | +0.07 |
Drawdowns
UBUS.DE vs. MIVU.DE - Drawdown Comparison
The maximum UBUS.DE drawdown since its inception was -34.63%, which is greater than MIVU.DE's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for UBUS.DE and MIVU.DE.
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Drawdown Indicators
| UBUS.DE | MIVU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.63% | -32.69% | -1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.23% | -4.83% | -1.40% |
Max Drawdown (3Y)Largest decline over 3 years | -21.86% | -14.89% | -6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -14.89% | -6.97% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -6.68% | +6.68% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -6.16% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.20% | -0.23% |
Volatility
UBUS.DE vs. MIVU.DE - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.DE) and Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE) have volatilities of 2.90% and 2.83%, 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
| UBUS.DE | MIVU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 2.83% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 6.02% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.80% | 8.94% | +2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 11.89% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 13.97% | +2.40% |
UBUS.DE vs. MIVU.DE - Expense Ratio Comparison
UBUS.DE has a 0.25% expense ratio, which is higher than MIVU.DE's 0.18% 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
UBUS.DE vs. MIVU.DE - Dividend Comparison
UBUS.DE's dividend yield for the trailing twelve months is around 0.98%, while MIVU.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MIVU.DE Amundi MSCI USA Minimum Volatility Factor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Frequently Asked Questions
UBUS.DE and MIVU.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MIVU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MIVU.DE is cheaper with a 0.18% expense ratio, compared with 0.25% for UBUS.DE.
UBUS.DE is categorized as Large Cap Value Equities, while MIVU.DE is Large Cap Blend Equities. UBUS.DE tracks MSCI USA Prime Value, while MIVU.DE tracks MSCI USA Minimum Volatility. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.25% for UBUS.DE and 0.18% for MIVU.DE.
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