UBUT.DE vs. QDVR.DE
UBUT.DE (UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis) and QDVR.DE (iShares MSCI USA SRI UCITS ETF USD (Acc)) are both Large Cap Blend Equities funds - UBUT.DE tracks the MSCI USA Quality while QDVR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, UBUT.DE returned 14.55%/yr vs 12.24%/yr for QDVR.DE. Their correlation of 0.91 suggests significant overlap in exposure. UBUT.DE charges 0.25%/yr vs 0.20%/yr for QDVR.DE.
Performance
UBUT.DE vs. QDVR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBUT.DE achieves a 11.13% return, which is significantly lower than QDVR.DE's 14.85% return.
UBUT.DE
- 1D
- 0.48%
- 1M
- 6.45%
- YTD
- 11.13%
- 6M
- 11.84%
- 1Y
- 26.41%
- 3Y*
- 18.17%
- 5Y*
- 14.55%
- 10Y*
- 15.97%
QDVR.DE
- 1D
- 0.06%
- 1M
- 6.37%
- YTD
- 14.85%
- 6M
- 15.24%
- 1Y
- 22.43%
- 3Y*
- 14.58%
- 5Y*
- 12.24%
- 10Y*
- —
UBUT.DE vs. QDVR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBUT.DE UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 11.13% | 4.89% | 28.17% | 31.45% | -19.44% | 39.51% | 10.45% | 41.33% | 0.89% | 9.85% |
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 14.85% | -0.76% | 20.30% | 20.26% | -14.38% | 43.66% | 13.50% | 35.53% | 1.82% | 8.55% |
Correlation
The correlation between UBUT.DE and QDVR.DE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jul 14, 2016 | 0.91 |
The correlation between UBUT.DE and QDVR.DE has been stable across timeframes, ranging from 0.85 to 0.91 - a consistent structural relationship.
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Return for Risk
UBUT.DE vs. QDVR.DE — Risk / Return Rank
UBUT.DE
QDVR.DE
UBUT.DE vs. QDVR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UBUT.DE) and iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.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.
| UBUT.DE | QDVR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.31 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 3.09 | -0.24 |
| Martin ratioReturn relative to average drawdown | 10.00 | 10.29 | -0.29 |
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
| UBUT.DE | QDVR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.76 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.78 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.89 | +0.01 |
Drawdowns
UBUT.DE vs. QDVR.DE - Drawdown Comparison
The maximum UBUT.DE drawdown since its inception was -30.47%, smaller than the maximum QDVR.DE drawdown of -32.87%. Use the drawdown chart below to compare losses from any high point for UBUT.DE and QDVR.DE.
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Drawdown Indicators
| UBUT.DE | QDVR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.47% | -32.87% | +2.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.23% | -7.24% | -1.99% |
Max Drawdown (3Y)Largest decline over 3 years | -24.78% | -23.91% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -23.91% | -0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -30.47% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -4.41% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.18% | +0.45% |
Volatility
UBUT.DE vs. QDVR.DE - Volatility Comparison
The current volatility for UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UBUT.DE) is 3.48%, while iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) has a volatility of 3.67%. This indicates that UBUT.DE experiences smaller price fluctuations and is considered to be less risky than QDVR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBUT.DE | QDVR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.67% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 9.02% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.25% | 12.69% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 15.53% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 16.34% | +0.60% |
UBUT.DE vs. QDVR.DE - Expense Ratio Comparison
UBUT.DE has a 0.25% expense ratio, which is higher than QDVR.DE's 0.20% 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
UBUT.DE vs. QDVR.DE - Dividend Comparison
UBUT.DE's dividend yield for the trailing twelve months is around 0.35%, while QDVR.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBUT.DE UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 0.35% | 0.42% | 0.60% | 0.78% | 0.78% | 0.62% | 0.88% | 0.66% | 1.07% | 0.85% | 0.96% |
Frequently Asked Questions
UBUT.DE and QDVR.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVR.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVR.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for UBUT.DE.
UBUT.DE tracks MSCI USA Quality, while QDVR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: UBS and iShares. Their fees differ too: 0.25% for UBUT.DE and 0.20% for QDVR.DE.
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