UBUT.DE vs. WQDV.L
UBUT.DE (UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis) and WQDV.L (iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist)) are both exchange-traded funds - UBUT.DE is a Large Cap Blend Equities fund tracking the MSCI USA Quality, while WQDV.L is a Global Equities fund tracking the MSCI World High Dividend Yield ESG Reduced Carbon Target Select Index. Both are passively managed. Over the past 5 years, UBUT.DE returned 14.04%/yr vs 12.67%/yr for WQDV.L. A 0.71 correlation means they provide meaningful diversification when combined. UBUT.DE charges 0.25%/yr vs 0.38%/yr for WQDV.L.
Performance
UBUT.DE vs. WQDV.L - Performance Comparison
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Different Trading Currencies
UBUT.DE is traded in EUR, while WQDV.L is traded in USD. To make them comparable, the WQDV.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UBUT.DE achieves a 10.15% return, which is significantly lower than WQDV.L's 15.76% return.
UBUT.DE
- 1D
- 1.09%
- 1M
- 3.61%
- YTD
- 10.15%
- 6M
- 11.89%
- 1Y
- 25.98%
- 3Y*
- 17.71%
- 5Y*
- 14.04%
- 10Y*
- 16.02%
WQDV.L
- 1D
- 2.14%
- 1M
- 5.46%
- YTD
- 15.76%
- 6M
- 16.67%
- 1Y
- 28.86%
- 3Y*
- 15.88%
- 5Y*
- 12.67%
- 10Y*
- —
UBUT.DE vs. WQDV.L - 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 | 10.15% | 4.94% | 28.23% | 31.58% | -19.43% | 39.75% | 10.58% | 41.48% | 1.10% | 5.15% |
WQDV.L iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) | 15.76% | 9.42% | 17.00% | 13.71% | -1.18% | 24.67% | -8.31% | 25.50% | -3.48% | 1.25% |
Correlation
The correlation between UBUT.DE and WQDV.L is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2017 | 0.71 |
The correlation between UBUT.DE and WQDV.L has been stable across timeframes, ranging from 0.68 to 0.71 - a consistent structural relationship.
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Return for Risk
UBUT.DE vs. WQDV.L — Risk / Return Rank
UBUT.DE
WQDV.L
UBUT.DE vs. WQDV.L - 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 World Quality Dividend ESG UCITS ETF USD (Dist) (WQDV.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UBUT.DE | WQDV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.44 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.81 | 4.89 | -2.08 |
| Martin ratioReturn relative to average drawdown | 9.97 | 18.09 | -8.12 |
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Drawdowns
UBUT.DE vs. WQDV.L - Drawdown Comparison
The maximum UBUT.DE drawdown since its inception was -30.49%, roughly equal to the maximum WQDV.L drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for UBUT.DE and WQDV.L.
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Drawdown Indicators
| UBUT.DE | WQDV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.49% | -31.42% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -5.88% | -3.32% |
Max Drawdown (3Y)Largest decline over 3 years | -24.78% | -17.21% | -7.57% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -17.21% | -7.57% |
Max Drawdown (10Y)Largest decline over 10 years | -30.49% | — | — |
Current DrawdownCurrent decline from peak | -0.91% | 0.00% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -3.98% | -1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 1.59% | +1.01% |
Volatility
UBUT.DE vs. WQDV.L - Volatility Comparison
The current volatility for UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UBUT.DE) is 3.50%, while iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) (WQDV.L) has a volatility of 3.73%. This indicates that UBUT.DE experiences smaller price fluctuations and is considered to be less risky than WQDV.L 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 | WQDV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 3.73% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 8.99% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 11.89% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 13.13% | +3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 14.54% | +2.48% |
UBUT.DE vs. WQDV.L - Expense Ratio Comparison
UBUT.DE has a 0.25% expense ratio, which is lower than WQDV.L's 0.38% expense ratio.
Dividends
UBUT.DE vs. WQDV.L - Dividend Comparison
UBUT.DE's dividend yield for the trailing twelve months is around 0.41%, less than WQDV.L's 1.81% yield.
| 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 | 0.41% | 0.47% | 0.65% | 0.84% | 0.84% | 0.74% | 1.00% | 0.74% | 1.28% | 0.95% | 1.06% |
WQDV.L iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) | 1.81% | 2.31% | 2.58% | 2.78% | 2.95% | 2.75% | 2.81% | 3.01% | 3.28% | 0.77% | 0.00% |
Frequently Asked Questions
UBUT.DE and WQDV.L have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUT.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUT.DE is cheaper with a 0.25% expense ratio, compared with 0.38% for WQDV.L.
UBUT.DE is categorized as Large Cap Blend Equities, while WQDV.L is Global Equities. UBUT.DE tracks MSCI USA Quality, while WQDV.L tracks MSCI World High Dividend Yield ESG Reduced Carbon Target Select Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.25% for UBUT.DE and 0.38% for WQDV.L.
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