UBUT.DE vs. V3YA.DE
UBUT.DE (UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis) and V3YA.DE (Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating) are both Large Cap Blend Equities funds - UBUT.DE tracks the MSCI USA Quality while V3YA.DE tracks the FTSE North America All Cap Choice Index. Both are passively managed. Over the past 3 years, UBUT.DE returned 18.17%/yr vs 18.75%/yr for V3YA.DE. Their correlation of 0.94 suggests significant overlap in exposure. UBUT.DE charges 0.25%/yr vs 0.12%/yr for V3YA.DE.
Performance
UBUT.DE vs. V3YA.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 V3YA.DE slightly lower at 10.95%.
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%
V3YA.DE
- 1D
- 0.08%
- 1M
- 6.20%
- YTD
- 10.95%
- 6M
- 11.28%
- 1Y
- 25.61%
- 3Y*
- 18.75%
- 5Y*
- —
- 10Y*
- —
UBUT.DE vs. V3YA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UBUT.DE UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 11.13% | 4.89% | 28.17% | 31.45% | -14.94% |
V3YA.DE Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 10.95% | 4.20% | 31.35% | 26.80% | -17.33% |
Correlation
The correlation between UBUT.DE and V3YA.DE is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2022 | 0.94 |
The correlation between UBUT.DE and V3YA.DE has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
UBUT.DE vs. V3YA.DE — Risk / Return Rank
UBUT.DE
V3YA.DE
UBUT.DE vs. V3YA.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 Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating (V3YA.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 | V3YA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 2.66 | +0.19 |
| Martin ratioReturn relative to average drawdown | 10.00 | 9.58 | +0.42 |
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 | V3YA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.98 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | — | — |
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 | 0.83 | +0.07 |
Drawdowns
UBUT.DE vs. V3YA.DE - Drawdown Comparison
The maximum UBUT.DE drawdown since its inception was -30.47%, which is greater than V3YA.DE's maximum drawdown of -24.84%. Use the drawdown chart below to compare losses from any high point for UBUT.DE and V3YA.DE.
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Drawdown Indicators
| UBUT.DE | V3YA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.47% | -24.84% | -5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -9.23% | -9.60% | +0.37% |
Max Drawdown (3Y)Largest decline over 3 years | -24.78% | -24.84% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.47% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.55% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -5.31% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.67% | -0.04% |
Volatility
UBUT.DE vs. V3YA.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 Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating (V3YA.DE) at 3.17%. This indicates that UBUT.DE's price experiences larger fluctuations and is considered to be riskier than V3YA.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 | V3YA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.17% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 8.80% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.25% | 12.86% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 15.58% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.58% | +1.36% |
UBUT.DE vs. V3YA.DE - Expense Ratio Comparison
UBUT.DE has a 0.25% expense ratio, which is higher than V3YA.DE's 0.12% 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. V3YA.DE - Dividend Comparison
UBUT.DE's dividend yield for the trailing twelve months is around 0.35%, while V3YA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
V3YA.DE Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, UBUT.DE and V3YA.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, V3YA.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V3YA.DE is cheaper with a 0.12% expense ratio, compared with 0.25% for UBUT.DE.
UBUT.DE tracks MSCI USA Quality, while V3YA.DE tracks FTSE North America All Cap Choice Index. They also come from different issuers: UBS and Vanguard. Their fees differ too: 0.25% for UBUT.DE and 0.12% for V3YA.DE.
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