UC67.L vs. VTI

Last updated Jun 5, 2026

UC67.L (UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis) and VTI (Vanguard Total Stock Market ETF) are both Large Cap Blend Equities funds - UC67.L tracks the Russell 1000 TR USD while VTI tracks the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, UC67.L returned 14.88%/yr vs 15.04%/yr for VTI. A 0.57 correlation means they provide meaningful diversification when combined. UC67.L charges 0.14%/yr vs 0.03%/yr for VTI.

Performance

UC67.L vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis (UC67.L) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UC67.L achieves a 10.29% return, which is significantly lower than VTI's 11.72% return. Both investments have delivered pretty close results over the past 10 years, with UC67.L having a 14.88% annualized return and VTI not far ahead at 15.04%.

UC67.L

• 1D: -0.01%
• 1M: 4.59%
• YTD: 10.29%
• 6M: 10.81%
• 1Y: 27.25%
• 3Y*: 22.02%
• 5Y*: 13.21%
• 10Y*: 14.88%

VTI

• 1D: 0.47%
• 1M: 4.59%
• YTD: 11.72%
• 6M: 11.43%
• 1Y: 28.79%
• 3Y*: 22.37%
• 5Y*: 12.80%
• 10Y*: 15.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

UC67.L vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UC67.L UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis	10.29%	17.07%	24.74%	27.16%	-20.11%	27.17%	20.28%	30.31%	-5.96%	21.32%
VTI Vanguard Total Stock Market ETF	11.72%	17.10%	23.81%	26.05%	-19.52%	25.68%	21.08%	30.67%	-5.23%	21.21%

Correlation

The correlation between UC67.L and VTI is 0.65, 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	0.65
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (5Y) Calculated over the trailing 5-year period	0.57
Correlation (10Y) Calculated over the trailing 10-year period	0.57
Correlation (All Time) Calculated using the full available price history since Sep 24, 2014	0.57

The correlation between UC67.L and VTI has been stable across timeframes, ranging from 0.57 to 0.65 - a consistent structural relationship.

UC67.L vs. VTI - Sectors Allocation Comparison

Sectors	UC67.L	VTI
Technology	37.7%	33.5%
Financial Services	11.2%	12.0%
Communication Services	10.9%	10.3%
Consumer Cyclical	9.9%	10.0%
Healthcare	8.4%	9.2%
Industrials	8.1%	9.8%
Consumer Defensive	4.7%	4.7%
Energy	3.4%	3.7%
Utilities	2.1%	2.3%
Real Estate	1.9%	2.4%
Basic Materials	1.7%	2.0%

Return for Risk

UC67.L vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UC67.L

UC67.L Risk / Return Rank: 72
UC67.L Sharpe Ratio Rank: 72
UC67.L Sortino Ratio Rank: 77
UC67.L Omega Ratio Rank: 73
UC67.L Calmar Ratio Rank: 65
UC67.L Martin Ratio Rank: 73

VTI

VTI Risk / Return Rank: 73
VTI Sharpe Ratio Rank: 74
VTI Sortino Ratio Rank: 73
VTI Omega Ratio Rank: 73
VTI Calmar Ratio Rank: 66
VTI Martin Ratio Rank: 78

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.

UC67.L vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis (UC67.L) and Vanguard Total Stock Market ETF (VTI). 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.

	UC67.L	VTI	Difference
Sharpe ratio: Return per unit of total volatility	2.33	2.38	-0.05
Sortino ratio: Return per unit of downside risk	3.38	3.24	+0.14
Omega ratio: Gain probability vs. loss probability	1.43	1.43	0.00
Calmar ratio: Return relative to maximum drawdown	3.17	3.24	-0.08
Martin ratio: Return relative to average drawdown	13.61	14.94	-1.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UC67.L vs. VTI - Sharpe Ratio Comparison

The current UC67.L Sharpe Ratio is 2.33, which is comparable to the VTI Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of UC67.L and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	UC67.L	VTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.33	2.38	-0.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.81	0.74	+0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.90	0.82	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.51	+0.31

Drawdowns

UC67.L vs. VTI - Drawdown Comparison

The maximum UC67.L drawdown since its inception was -34.42%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for UC67.L and VTI.

Drawdown Indicators

	UC67.L	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-34.42%	-55.45%	+21.03%
Max Drawdown (1Y) Largest decline over 1 year	-8.57%	-8.92%	+0.35%
Max Drawdown (3Y) Largest decline over 3 years	-19.42%	-19.30%	-0.12%
Max Drawdown (5Y) Largest decline over 5 years	-25.45%	-25.36%	-0.09%
Max Drawdown (10Y) Largest decline over 10 years	-34.42%	-35.00%	+0.58%
Current Drawdown Current decline from peak	-0.50%	-0.26%	-0.24%
Average Drawdown Average peak-to-trough decline	-4.46%	-8.03%	+3.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.00%	1.93%	+0.07%

Volatility

UC67.L vs. VTI - Volatility Comparison

UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis (UC67.L) has a higher volatility of 3.27% compared to Vanguard Total Stock Market ETF (VTI) at 2.90%. This indicates that UC67.L's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UC67.L	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.27%	2.90%	+0.37%
Volatility (6M) Calculated over the trailing 6-month period	8.55%	9.13%	-0.58%
Volatility (1Y) Calculated over the trailing 1-year period	11.66%	12.17%	-0.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.31%	17.40%	-1.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.59%	18.30%	-1.71%

UC67.L vs. VTI - Expense Ratio Comparison

UC67.L has a 0.14% expense ratio, which is higher than VTI's 0.03% 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

UC67.L vs. VTI - Dividend Comparison

UC67.L's dividend yield for the trailing twelve months is around 0.58%, less than VTI's 1.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UC67.L UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis	0.58%	0.62%	0.76%	0.89%	1.04%	0.75%	1.01%	1.14%	1.25%	0.58%	1.26%	1.28%
VTI Vanguard Total Stock Market ETF	1.01%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both UC67.L and VTI in my portfolio?

UC67.L and VTI have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, UC67.L or VTI?

On fees, VTI is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, UC67.L or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.14% for UC67.L.

What is the main difference between UC67.L and VTI?

UC67.L tracks Russell 1000 TR USD, while VTI tracks CRSP US Total Market Index. They also come from different issuers: UBS and Vanguard. Their fees differ too: 0.14% for UC67.L and 0.03% for VTI.