UC99.L vs. LGUS.L
UC99.L (UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis) and LGUS.L (L&G US Equity UCITS ETF USD (Acc)) are both Large Cap Blend Equities funds - UC99.L tracks the Russell 1000 TR USD while LGUS.L tracks the Solactive Core United States Large & Mid Cap Index NTR. Both are passively managed. Over the past 5 years, UC99.L returned 13.04%/yr vs 13.06%/yr for LGUS.L. Their correlation of 0.87 suggests significant overlap in exposure. UC99.L charges 0.25%/yr vs 0.05%/yr for LGUS.L.
Performance
UC99.L vs. LGUS.L - Performance Comparison
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Different Trading Currencies
UC99.L is traded in GBp, while LGUS.L is traded in USD. To make them comparable, the LGUS.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, UC99.L achieves a 10.98% return, which is significantly higher than LGUS.L's 9.16% return.
UC99.L
- 1D
- -0.60%
- 1M
- 0.12%
- 6M
- 9.04%
- YTD
- 10.98%
- 1Y
- 23.79%
- 3Y*
- 18.32%
- 5Y*
- 13.04%
- 10Y*
- 15.83%
LGUS.L
- 1D
- -1.14%
- 1M
- -1.59%
- 6M
- 7.45%
- YTD
- 9.16%
- 1Y
- 19.46%
- 3Y*
- 18.48%
- 5Y*
- 13.06%
- 10Y*
- —
UC99.L vs. LGUS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UC99.L UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 10.98% | 9.22% | 23.54% | 28.83% | -14.41% | 29.84% | 17.71% | 33.68% | -7.79% |
LGUS.L L&G US Equity UCITS ETF USD (Acc) | 9.16% | 9.57% | 27.28% | 22.23% | -11.00% | 29.12% | 17.60% | 25.93% | -7.71% |
Correlation
The correlation between UC99.L and LGUS.L is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2018 | 0.87 |
The correlation between UC99.L and LGUS.L has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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Return for Risk
UC99.L vs. LGUS.L — Risk / Return Rank
UC99.L
LGUS.L
UC99.L vs. LGUS.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 (UC99.L) and L&G US Equity UCITS ETF USD (Acc) (LGUS.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.
| UC99.L | LGUS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.27 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.52 | +0.02 |
| Martin ratioReturn relative to average drawdown | 9.15 | 7.91 | +1.24 |
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Drawdowns
UC99.L vs. LGUS.L - Drawdown Comparison
The maximum UC99.L drawdown since its inception was -23.04%, smaller than the maximum LGUS.L drawdown of -26.39%. Use the drawdown chart below to compare losses from any high point for UC99.L and LGUS.L.
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Drawdown Indicators
| UC99.L | LGUS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.04% | -26.39% | +3.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -7.68% | -1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -23.04% | -21.47% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -23.04% | -21.47% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -23.04% | — | — |
Current DrawdownCurrent decline from peak | -1.93% | -1.89% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -3.79% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.46% | +0.13% |
Volatility
UC99.L vs. LGUS.L - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) has a higher volatility of 3.76% compared to L&G US Equity UCITS ETF USD (Acc) (LGUS.L) at 3.33%. This indicates that UC99.L's price experiences larger fluctuations and is considered to be riskier than LGUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UC99.L | LGUS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 3.33% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 9.59% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 12.85% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 16.03% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 17.60% | -1.21% |
UC99.L vs. LGUS.L - Expense Ratio Comparison
UC99.L has a 0.25% expense ratio, which is higher than LGUS.L's 0.05% 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
UC99.L vs. LGUS.L - Dividend Comparison
UC99.L's dividend yield for the trailing twelve months is around 0.41%, while LGUS.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LGUS.L L&G US Equity UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UC99.L UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 0.41% | 0.46% | 0.67% | 0.85% | 0.79% | 0.78% | 0.98% | 0.78% | 1.27% | 0.93% | 1.00% |
Frequently Asked Questions
UC99.L and LGUS.L have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LGUS.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LGUS.L is cheaper with a 0.05% expense ratio, compared with 0.25% for UC99.L.
UC99.L tracks Russell 1000 TR USD, while LGUS.L tracks Solactive Core United States Large & Mid Cap Index NTR. They also come from different issuers: UBS and L&G. Their fees differ too: 0.25% for UC99.L and 0.05% for LGUS.L.
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