UEFI.DE vs. UETW.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and UETW.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Acc) are both exchange-traded funds - UEFI.DE is a Government Bonds fund tracking the Bloomberg US 7-10 Year Treasury Bond Index, while UETW.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 5 years, UEFI.DE returned -0.43%/yr vs 12.87%/yr for UETW.DE. At a correlation of -0.03, they often move in opposite directions. UEFI.DE charges 0.05%/yr vs 0.10%/yr for UETW.DE.
Performance
UEFI.DE vs. UETW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEFI.DE achieves a 1.01% return, which is significantly lower than UETW.DE's 10.95% return.
UEFI.DE
- 1D
- 0.03%
- 1M
- 0.90%
- YTD
- 1.01%
- 6M
- 0.27%
- 1Y
- 1.25%
- 3Y*
- -0.59%
- 5Y*
- -0.43%
- 10Y*
- 0.15%
UETW.DE
- 1D
- -0.01%
- 1M
- 3.72%
- YTD
- 10.95%
- 6M
- 10.99%
- 1Y
- 23.94%
- 3Y*
- 17.68%
- 5Y*
- 12.87%
- 10Y*
- —
UEFI.DE vs. UETW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 1.01% | -5.01% | 4.87% | -0.30% | -9.82% | 4.88% | -0.27% | 3.65% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Acc | 10.95% | 8.06% | 26.50% | 19.68% | -13.72% | 32.17% | 5.50% | 12.54% |
Correlation
The correlation between UEFI.DE and UETW.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2019 | -0.03 |
The correlation between UEFI.DE and UETW.DE shifts across timeframes, from -0.03 (all time) to 0.15 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
UEFI.DE vs. UETW.DE — Risk / Return Rank
UEFI.DE
UETW.DE
UEFI.DE vs. UETW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) and UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.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.
| UEFI.DE | UETW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.13 | ||
| Sortino ratioReturn per unit of downside risk | -2.80 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.40 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 3.67 | -3.62 |
| Martin ratioReturn relative to average drawdown | 0.08 | 14.61 | -14.52 |
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
| UEFI.DE | UETW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 2.17 | -2.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.91 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.85 | -0.85 |
Drawdowns
UEFI.DE vs. UETW.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -32.63%, roughly equal to the maximum UETW.DE drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and UETW.DE.
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Drawdown Indicators
| UEFI.DE | UETW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -33.72% | +1.09% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -6.47% | -9.79% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -21.30% | +5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -21.30% | +5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -22.99% | — | — |
Current DrawdownCurrent decline from peak | -17.90% | -0.30% | -17.60% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -4.63% | -9.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 1.63% | +9.30% |
Volatility
UEFI.DE vs. UETW.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) is 0.74%, while UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.DE) has a volatility of 2.60%. This indicates that UEFI.DE experiences smaller price fluctuations and is considered to be less risky than UETW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEFI.DE | UETW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 2.60% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 7.63% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 10.97% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 14.03% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 16.11% | +0.49% |
UEFI.DE vs. UETW.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than UETW.DE's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UEFI.DE vs. UETW.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, while UETW.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.64% | 1.93% | 2.25% | 2.54% | 1.33% | 0.82% | 1.66% | 1.68% | 2.29% | 1.74% | 0.76% | 0.80% |
UETW.DE UBS ETF (IE) MSCI World 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% | 0.00% |
Frequently Asked Questions
UEFI.DE and UETW.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.10% for UETW.DE.
UEFI.DE is categorized as Government Bonds, while UETW.DE is Global Equities. UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while UETW.DE tracks MSCI World. Their fees differ too: 0.05% for UEFI.DE and 0.10% for UETW.DE.
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