UEF5.DE vs. UBU7.DE
UEF5.DE (UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UEF5.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UEF5.DE returned 9.52%/yr vs 12.53%/yr for UBU7.DE. A 0.68 correlation means they provide meaningful diversification when combined. UEF5.DE charges 0.24%/yr vs 0.10%/yr for UBU7.DE.
Performance
UEF5.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEF5.DE achieves a 34.15% return, which is significantly higher than UBU7.DE's 10.81% return. Over the past 10 years, UEF5.DE has underperformed UBU7.DE with an annualized return of 9.52%, while UBU7.DE has yielded a comparatively higher 12.53% annualized return.
UEF5.DE
- 1D
- -1.52%
- 1M
- 8.51%
- YTD
- 34.15%
- 6M
- 36.47%
- 1Y
- 60.24%
- 3Y*
- 24.16%
- 5Y*
- 10.12%
- 10Y*
- 9.52%
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UEF5.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 34.15% | 21.04% | 15.43% | 3.76% | -15.31% | 7.01% | 5.32% | 14.48% | -7.65% | 16.40% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UEF5.DE and UBU7.DE is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2014 | 0.68 |
The correlation between UEF5.DE and UBU7.DE has been stable across timeframes, ranging from 0.61 to 0.68 - a consistent structural relationship.
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Return for Risk
UEF5.DE vs. UBU7.DE — Risk / Return Rank
UEF5.DE
UBU7.DE
UEF5.DE vs. UBU7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) and UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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.
| UEF5.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.40 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 6.29 | 3.58 | +2.72 |
| Martin ratioReturn relative to average drawdown | 21.83 | 14.23 | +7.60 |
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
| UEF5.DE | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.14 | 2.14 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.89 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.82 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.82 | -0.42 |
Drawdowns
UEF5.DE vs. UBU7.DE - Drawdown Comparison
The maximum UEF5.DE drawdown since its inception was -36.71%, which is greater than UBU7.DE's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UEF5.DE and UBU7.DE.
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Drawdown Indicators
| UEF5.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.71% | -33.84% | -2.87% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -6.61% | -2.91% |
Max Drawdown (3Y)Largest decline over 3 years | -20.41% | -21.69% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.34% | -21.69% | -2.65% |
Max Drawdown (10Y)Largest decline over 10 years | -36.71% | -33.84% | -2.87% |
Current DrawdownCurrent decline from peak | -2.55% | -0.31% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -9.99% | -4.24% | -5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 1.66% | +1.09% |
Volatility
UEF5.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) has a higher volatility of 8.72% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UEF5.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEF5.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.72% | 2.57% | +6.15% |
Volatility (6M)Calculated over the trailing 6-month period | 15.86% | 7.61% | +8.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.10% | 11.04% | +8.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 14.11% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 15.11% | +3.77% |
UEF5.DE vs. UBU7.DE - Expense Ratio Comparison
UEF5.DE has a 0.24% expense ratio, which is higher than UBU7.DE's 0.10% 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
UEF5.DE vs. UBU7.DE - Dividend Comparison
UEF5.DE's dividend yield for the trailing twelve months is around 1.58%, more than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 1.58% | 2.19% | 1.73% | 2.36% | 2.19% | 1.32% | 1.89% | 2.00% | 2.16% | 2.00% | 2.30% | 1.65% |
Frequently Asked Questions
UEF5.DE and UBU7.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.24% for UEF5.DE.
UEF5.DE is categorized as Emerging Markets Equities, while UBU7.DE is Global Equities. UEF5.DE tracks MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE tracks MSCI World. Their fees differ too: 0.24% for UEF5.DE and 0.10% for UBU7.DE.
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