UBUS.DE vs. QDVX.DE
UBUS.DE (UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis) and QDVX.DE (iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist)) are both exchange-traded funds - UBUS.DE is a Large Cap Value Equities fund tracking the MSCI USA Prime Value, while QDVX.DE is a Europe Equities fund tracking the MSCI Europe High Dividend Yield ESG Reduced Carbon Target Select. Both are passively managed. Over the past 5 years, UBUS.DE returned 8.96%/yr vs 10.16%/yr for QDVX.DE. A 0.64 correlation means they provide meaningful diversification when combined. UBUS.DE charges 0.25%/yr vs 0.28%/yr for QDVX.DE.
Performance
UBUS.DE vs. QDVX.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 QDVX.DE's 4.78% return.
UBUS.DE
- 1D
- 0.62%
- 1M
- 2.97%
- YTD
- 7.74%
- 6M
- 7.79%
- 1Y
- 17.74%
- 3Y*
- 10.15%
- 5Y*
- 8.96%
- 10Y*
- 11.26%
QDVX.DE
- 1D
- 0.51%
- 1M
- -0.32%
- YTD
- 4.78%
- 6M
- 6.26%
- 1Y
- 7.42%
- 3Y*
- 10.77%
- 5Y*
- 10.16%
- 10Y*
- —
UBUS.DE vs. QDVX.DE - 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% | 8.98% |
QDVX.DE iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 4.78% | 11.35% | 10.70% | 15.30% | 0.75% | 19.00% | -10.08% | 26.55% | -6.30% | 2.31% |
Correlation
The correlation between UBUS.DE and QDVX.DE is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2017 | 0.64 |
The correlation between UBUS.DE and QDVX.DE shifts across timeframes, from 0.53 (3 years) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBUS.DE vs. QDVX.DE — Risk / Return Rank
UBUS.DE
QDVX.DE
UBUS.DE vs. QDVX.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 iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.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 | QDVX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 0.94 | +1.82 |
| Martin ratioReturn relative to average drawdown | 8.74 | 2.94 | +5.80 |
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 | QDVX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.69 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.79 | -0.18 |
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 | 0.51 | +0.16 |
Drawdowns
UBUS.DE vs. QDVX.DE - Drawdown Comparison
The maximum UBUS.DE drawdown since its inception was -34.63%, smaller than the maximum QDVX.DE drawdown of -38.46%. Use the drawdown chart below to compare losses from any high point for UBUS.DE and QDVX.DE.
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Drawdown Indicators
| UBUS.DE | QDVX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.63% | -38.46% | +3.83% |
Max Drawdown (1Y)Largest decline over 1 year | -6.23% | -8.24% | +2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -21.86% | -14.02% | -7.84% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -14.59% | -7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.25% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -4.70% | -0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.63% | -0.66% |
Volatility
UBUS.DE vs. QDVX.DE - 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 MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.DE) has a volatility of 3.58%. This indicates that UBUS.DE experiences smaller price fluctuations and is considered to be less risky than QDVX.DE 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 | QDVX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 3.58% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 8.60% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.80% | 11.09% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 12.78% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 15.35% | +1.02% |
UBUS.DE vs. QDVX.DE - Expense Ratio Comparison
UBUS.DE has a 0.25% expense ratio, which is lower than QDVX.DE's 0.28% expense ratio.
Dividends
UBUS.DE vs. QDVX.DE - Dividend Comparison
UBUS.DE's dividend yield for the trailing twelve months is around 0.98%, less than QDVX.DE's 3.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
QDVX.DE iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 3.21% | 3.02% | 3.11% | 3.58% | 4.25% | 4.50% | 3.25% | 4.45% | 5.19% | 1.56% | 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 QDVX.DE have a correlation of 0.58, 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 0.28% for QDVX.DE.
UBUS.DE is categorized as Large Cap Value Equities, while QDVX.DE is Europe Equities. UBUS.DE tracks MSCI USA Prime Value, while QDVX.DE tracks MSCI Europe High Dividend Yield ESG Reduced Carbon Target Select. They also come from different issuers: UBS and iShares. Their fees differ too: 0.25% for UBUS.DE and 0.28% for QDVX.DE.
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