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UC63.L vs. GENE.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UC63.L vs. GENE.L

Last updated Jun 5, 2026

UC63.L (UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis) and GENE.L (UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc) are both exchange-traded funds - UC63.L is a Europe Equities fund tracking the FTSE AllSh TR GBP, while GENE.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, UC63.L returned 12.25%/yr vs 8.55%/yr for GENE.L. A 0.75 correlation means they provide meaningful diversification when combined. Both charge a 0.20% expense ratio.

Performance

UC63.L vs. GENE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis (UC63.L) and UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UC63.L achieves a 5.83% return, which is significantly higher than GENE.L's 3.70% return.

UC63.L

1D
0.09%
1M
-0.61%
YTD
5.83%
6M
8.68%
1Y
21.55%
3Y*
14.65%
5Y*
12.25%
10Y*
8.91%

GENE.L

1D
0.53%
1M
-0.47%
YTD
3.70%
6M
4.93%
1Y
17.11%
3Y*
12.36%
5Y*
8.55%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

UC63.L vs. GENE.L - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
UC63.L
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis		5.83%25.75%9.16%6.95%7.38%19.00%-13.55%16.32%-9.56%
GENE.L
UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc		3.70%14.86%10.70%11.06%-1.37%17.63%6.95%21.36%-3.99%

Correlation

The correlation between UC63.L and GENE.L is 0.60, 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

0.60

Correlation (3Y)
Calculated over the trailing 3-year period

0.63

Correlation (5Y)
Calculated over the trailing 5-year period

0.68

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2018

0.75

The correlation between UC63.L and GENE.L shifts across timeframes, from 0.60 (1 year) to 0.75 (all time), reflecting how their relationship changes across market environments.

UC63.L vs. GENE.L - Sectors Allocation Comparison

Sectors
UC63.L
GENE.L

Financial Services

24.2%
26.3%

Consumer Defensive

14.7%
10.4%

Healthcare

14.3%
12.8%

Industrials

13.2%
5.3%

Energy

11.6%

-

Basic Materials

9.3%
5.8%

Utilities

5.1%
8.3%

Consumer Cyclical

4.0%
11.2%

Communication Services

2.5%
7.8%

Technology

0.6%
5.3%

Real Estate

0.6%
6.8%

Financial Services

UC63.L
24.2%
GENE.L
26.3%

Consumer Defensive

UC63.L
14.7%
GENE.L
10.4%

Healthcare

UC63.L
14.3%
GENE.L
12.8%

Industrials

UC63.L
13.2%
GENE.L
5.3%

Energy

UC63.L
11.6%
GENE.L

-

Basic Materials

UC63.L
9.3%
GENE.L
5.8%

Utilities

UC63.L
5.1%
GENE.L
8.3%

Consumer Cyclical

UC63.L
4.0%
GENE.L
11.2%

Communication Services

UC63.L
2.5%
GENE.L
7.8%

Technology

UC63.L
0.6%
GENE.L
5.3%

Real Estate

UC63.L
0.6%
GENE.L
6.8%

Compare stocks, funds, or ETFs

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UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis

UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc

Often compared with UC63.L:
UC63.L vs. IUIS.LUC63.L vs. VTIUC63.L vs. VOOUC63.L vs. IUIT.LUC63.L vs. VADGXUC63.L vs. UB17.LUC63.L vs. SPY
Often compared with GENE.L:
GENE.L vs. IQCY.LGENE.L vs. GLDGENE.L vs. PRWU.LGENE.L vs. UC44.LGENE.L vs. UB01.LGENE.L vs. UC07.LGENE.L vs. JEPG.L

Return for Risk

UC63.L vs. GENE.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UC63.L
UC63.L Risk / Return Rank: 5555
Overall Rank
UC63.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
UC63.L Sortino Ratio Rank: 5757
Sortino Ratio Rank
UC63.L Omega Ratio Rank: 6060
Omega Ratio Rank
UC63.L Calmar Ratio Rank: 4949
Calmar Ratio Rank
UC63.L Martin Ratio Rank: 4949
Martin Ratio Rank
GENE.L
GENE.L Risk / Return Rank: 4848
Overall Rank
GENE.L Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
GENE.L Sortino Ratio Rank: 4848
Sortino Ratio Rank
GENE.L Omega Ratio Rank: 4545
Omega Ratio Rank
GENE.L Calmar Ratio Rank: 5151
Calmar Ratio Rank
GENE.L Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UC63.L vs. GENE.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis (UC63.L) and UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.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.

UC63.LGENE.LDifference
Sharpe ratioReturn per unit of total volatility
1.93
1.61

+0.33

Sortino ratioReturn per unit of downside risk
2.67
2.31

+0.36

Omega ratioGain probability vs. loss probability

1.36

1.28

+0.08

Calmar ratioReturn relative to maximum drawdown

2.39

2.49

-0.10

Martin ratioReturn relative to average drawdown

8.18

8.57

-0.39

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UC63.L vs. GENE.L - Sharpe Ratio Comparison

The current UC63.L Sharpe Ratio is 1.93, which is comparable to the GENE.L Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of UC63.L and GENE.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

UC63.LGENE.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.93

1.61

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

0.66

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.67

-0.19

Drawdowns

UC63.L vs. GENE.L - Drawdown Comparison

The maximum UC63.L drawdown since its inception was -34.55%, which is greater than GENE.L's maximum drawdown of -28.65%. Use the drawdown chart below to compare losses from any high point for UC63.L and GENE.L.

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Drawdown Indicators

UC63.LGENE.LDifference

Max Drawdown

Largest peak-to-trough decline

-34.55%

-28.65%

-5.90%

Max Drawdown (1Y)

Largest decline over 1 year

-9.05%

-6.79%

-2.26%

Max Drawdown (3Y)

Largest decline over 3 years

-12.95%

-15.04%

+2.09%

Max Drawdown (5Y)

Largest decline over 5 years

-12.95%

-15.04%

+2.09%

Max Drawdown (10Y)

Largest decline over 10 years

-34.55%

—

—

Current Drawdown

Current decline from peak

-4.19%

-1.85%

-2.34%

Average Drawdown

Average peak-to-trough decline

-4.76%

-3.70%

-1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.65%

1.97%

+0.68%

Volatility

UC63.L vs. GENE.L - Volatility Comparison

UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis (UC63.L) has a higher volatility of 4.04% compared to UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L) at 2.59%. This indicates that UC63.L's price experiences larger fluctuations and is considered to be riskier than GENE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

UC63.LGENE.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

2.59%

+1.45%

Volatility (6M)

Calculated over the trailing 6-month period

9.72%

8.14%

+1.58%

Volatility (1Y)

Calculated over the trailing 1-year period

11.19%

10.52%

+0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.88%

12.96%

-0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.11%

14.92%

+0.19%

UC63.L vs. GENE.L - Expense Ratio Comparison

Both UC63.L and GENE.L have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

UC63.L vs. GENE.L - Dividend Comparison

UC63.L's dividend yield for the trailing twelve months is around 2.87%, while GENE.L has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
GENE.L
UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UC63.L
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis		2.87%2.73%3.12%3.69%3.71%3.22%3.86%4.21%3.55%4.46%2.14%4.44%

Frequently Asked Questions

UC63.L and GENE.L have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

UC63.L and GENE.L have the same expense ratio: 0.20% per year.

UC63.L is categorized as Europe Equities, while GENE.L is Global Equities. UC63.L tracks FTSE AllSh TR GBP, while GENE.L tracks MSCI ACWI NR USD.

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