UBUT.DE vs. UBU7.DE
UBUT.DE (UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UBUT.DE is a Large Cap Blend Equities fund tracking the MSCI USA Quality, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UBUT.DE returned 15.97%/yr vs 12.53%/yr for UBU7.DE. Their correlation of 0.93 suggests significant overlap in exposure. UBUT.DE charges 0.25%/yr vs 0.10%/yr for UBU7.DE.
Performance
UBUT.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UBUT.DE having a 11.13% return and UBU7.DE slightly lower at 10.81%. Over the past 10 years, UBUT.DE has outperformed UBU7.DE with an annualized return of 15.97%, while UBU7.DE has yielded a comparatively lower 12.53% annualized return.
UBUT.DE
- 1D
- 0.48%
- 1M
- 5.33%
- YTD
- 11.13%
- 6M
- 11.21%
- 1Y
- 26.31%
- 3Y*
- 18.17%
- 5Y*
- 14.55%
- 10Y*
- 15.97%
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UBUT.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UBUT.DE and UBU7.DE is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2015 | 0.93 |
The correlation between UBUT.DE and UBU7.DE has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
UBUT.DE vs. UBU7.DE — Risk / Return Rank
UBUT.DE
UBU7.DE
UBUT.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.40 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 3.58 | -0.73 |
| Martin ratioReturn relative to average drawdown | 10.00 | 14.23 | -4.23 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 2.14 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.89 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.82 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.82 | +0.07 |
Drawdowns
UBUT.DE vs. UBU7.DE - Drawdown Comparison
The maximum UBUT.DE drawdown since its inception was -30.47%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UBUT.DE and UBU7.DE.
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Drawdown Indicators
| UBUT.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.47% | -33.84% | +3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -9.23% | -6.61% | -2.62% |
Max Drawdown (3Y)Largest decline over 3 years | -24.78% | -21.69% | -3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -21.69% | -3.09% |
Max Drawdown (10Y)Largest decline over 10 years | -30.47% | -33.84% | +3.37% |
Current DrawdownCurrent decline from peak | 0.00% | -0.31% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -4.24% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 1.66% | +0.97% |
Volatility
UBUT.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UBUT.DE) has a higher volatility of 3.48% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UBUT.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 2.57% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 7.61% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.25% | 11.04% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 14.11% | +2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.11% | +1.83% |
UBUT.DE vs. UBU7.DE - Expense Ratio Comparison
UBUT.DE has a 0.25% expense ratio, which is higher than UBU7.DE's 0.10% 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. UBU7.DE - Dividend Comparison
UBUT.DE's dividend yield for the trailing twelve months is around 0.35%, less than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
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% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, UBUT.DE and UBU7.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.25% for UBUT.DE.
UBUT.DE is categorized as Large Cap Blend Equities, while UBU7.DE is Global Equities. UBUT.DE tracks MSCI USA Quality, while UBU7.DE tracks MSCI World. Their fees differ too: 0.25% for UBUT.DE and 0.10% for UBU7.DE.
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