UEF5.DE vs. WTD8.DE
UEF5.DE (UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis) and WTD8.DE (WisdomTree Emerging Markets Equity Income UCITS ETF Acc) are both Emerging Markets Equities funds - UEF5.DE tracks the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped while WTD8.DE tracks the WisdomTree Emerging Markets Equity Income. Both are passively managed. Over the past 5 years, UEF5.DE returned 10.12%/yr vs 10.72%/yr for WTD8.DE. Their correlation of 0.81 suggests significant overlap in exposure. UEF5.DE charges 0.24%/yr vs 0.46%/yr for WTD8.DE.
Performance
UEF5.DE vs. WTD8.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 WTD8.DE's 19.39% 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%
WTD8.DE
- 1D
- -0.85%
- 1M
- 5.20%
- YTD
- 19.39%
- 6M
- 19.01%
- 1Y
- 27.08%
- 3Y*
- 15.87%
- 5Y*
- 10.72%
- 10Y*
- —
UEF5.DE vs. WTD8.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% |
WTD8.DE WisdomTree Emerging Markets Equity Income UCITS ETF Acc | 19.39% | 7.57% | 11.50% | 17.20% | -7.38% | 23.16% | -15.39% | 23.05% | -4.28% | 10.97% |
Correlation
The correlation between UEF5.DE and WTD8.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 14, 2016 | 0.81 |
The correlation between UEF5.DE and WTD8.DE has been stable across timeframes, ranging from 0.74 to 0.81 - a consistent structural relationship.
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Return for Risk
UEF5.DE vs. WTD8.DE — Risk / Return Rank
UEF5.DE
WTD8.DE
UEF5.DE vs. WTD8.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 WisdomTree Emerging Markets Equity Income UCITS ETF Acc (WTD8.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 | WTD8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.40 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 6.29 | 4.38 | +1.91 |
| Martin ratioReturn relative to average drawdown | 21.83 | 15.35 | +6.49 |
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 | WTD8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.14 | 2.29 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.78 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.57 | -0.16 |
Drawdowns
UEF5.DE vs. WTD8.DE - Drawdown Comparison
The maximum UEF5.DE drawdown since its inception was -36.71%, roughly equal to the maximum WTD8.DE drawdown of -34.98%. Use the drawdown chart below to compare losses from any high point for UEF5.DE and WTD8.DE.
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Drawdown Indicators
| UEF5.DE | WTD8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.71% | -34.98% | -1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -6.15% | -3.37% |
Max Drawdown (3Y)Largest decline over 3 years | -20.41% | -16.79% | -3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -24.34% | -17.08% | -7.26% |
Max Drawdown (10Y)Largest decline over 10 years | -36.71% | — | — |
Current DrawdownCurrent decline from peak | -2.55% | -1.72% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -9.99% | -5.99% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 1.76% | +0.99% |
Volatility
UEF5.DE vs. WTD8.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 WisdomTree Emerging Markets Equity Income UCITS ETF Acc (WTD8.DE) at 4.68%. This indicates that UEF5.DE's price experiences larger fluctuations and is considered to be riskier than WTD8.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 | WTD8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.72% | 4.68% | +4.04% |
Volatility (6M)Calculated over the trailing 6-month period | 15.86% | 9.35% | +6.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.10% | 11.77% | +7.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 13.54% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 16.08% | +2.80% |
UEF5.DE vs. WTD8.DE - Expense Ratio Comparison
UEF5.DE has a 0.24% expense ratio, which is lower than WTD8.DE's 0.46% expense ratio.
Dividends
UEF5.DE vs. WTD8.DE - Dividend Comparison
UEF5.DE's dividend yield for the trailing twelve months is around 1.58%, while WTD8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WTD8.DE WisdomTree Emerging Markets Equity Income UCITS ETF 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% |
Frequently Asked Questions
UEF5.DE and WTD8.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEF5.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEF5.DE is cheaper with a 0.24% expense ratio, compared with 0.46% for WTD8.DE.
UEF5.DE tracks MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped, while WTD8.DE tracks WisdomTree Emerging Markets Equity Income. They also come from different issuers: UBS and WisdomTree. Their fees differ too: 0.24% for UEF5.DE and 0.46% for WTD8.DE.
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