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UEFI.DE vs. UIQ4.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UEFI.DE vs. UIQ4.DE

Last updated Jun 5, 2026

UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and UIQ4.DE (UBS Euro Equity Defensive Put Write SF UCITS ETF EUR Acc) are both exchange-traded funds - UEFI.DE is a Government Bonds fund tracking the Bloomberg US 7-10 Year Treasury Bond Index, while UIQ4.DE is a Derivative Income fund tracking the Euro Equity Defensive Put Write Index. Both are passively managed. At a correlation of -0.12, they often move in opposite directions. UEFI.DE charges 0.05%/yr vs 0.21%/yr for UIQ4.DE.

Performance

UEFI.DE vs. UIQ4.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) and UBS Euro Equity Defensive Put Write SF UCITS ETF EUR Acc (UIQ4.DE). The values are adjusted to include any dividend payments, if applicable.

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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 UIQ4.DE's 3.01% 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%

UIQ4.DE

1D
0.18%
1M
1.44%
YTD
3.01%
6M
3.55%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

UEFI.DE vs. UIQ4.DE - Yearly Performance Comparison

2026 (YTD)2025
UEFI.DE
UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis		1.01%0.58%
UIQ4.DE
UBS Euro Equity Defensive Put Write SF UCITS ETF EUR Acc		3.01%6.38%

Correlation

The correlation between UEFI.DE and UIQ4.DE is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 11, 2025

-0.13

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis

UBS Euro Equity Defensive Put Write SF UCITS ETF EUR Acc

Often compared with UEFI.DE:
UEFI.DE vs. XT01.DEUEFI.DE vs. MDBA.DEUEFI.DE vs. MDBU.DEUEFI.DE vs. TRDS.DEUEFI.DE vs. CBU0.DEUEFI.DE vs. TRD7.DEUEFI.DE vs. PR1T.DE
Often compared with UIQ4.DE:
UIQ4.DE vs. CHSJ.DEUIQ4.DE vs. 4UBI.DEUIQ4.DE vs. VWCE.DEUIQ4.DE vs. UBUS.DEUIQ4.DE vs. EXHE.DEUIQ4.DE vs. 4UBH.DEUIQ4.DE vs. EMIE.DE

Return for Risk

UEFI.DE vs. UIQ4.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UEFI.DE
UEFI.DE Risk / Return Rank: 1010
Overall Rank
UEFI.DE Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
UEFI.DE Sortino Ratio Rank: 1010
Sortino Ratio Rank
UEFI.DE Omega Ratio Rank: 1414
Omega Ratio Rank
UEFI.DE Calmar Ratio Rank: 1010
Calmar Ratio Rank
UEFI.DE Martin Ratio Rank: 99
Martin Ratio Rank
UIQ4.DE
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.

UEFI.DE vs. UIQ4.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 Euro Equity Defensive Put Write SF UCITS ETF EUR Acc (UIQ4.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.DEUIQ4.DEDifference
Sharpe ratioReturn per unit of total volatility
0.04

—

—

Sortino ratioReturn per unit of downside risk
0.23

—

—

Omega ratioGain probability vs. loss probability

1.07

—

—

Calmar ratioReturn relative to maximum drawdown

0.05

—

—

Martin ratioReturn relative to average drawdown

0.08

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UEFI.DE vs. UIQ4.DE - Sharpe Ratio Comparison

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Sharpe Ratios by Period

UEFI.DEUIQ4.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.04

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

—

—

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

1.27

-1.27

Drawdowns

UEFI.DE vs. UIQ4.DE - Drawdown Comparison

The maximum UEFI.DE drawdown since its inception was -32.63%, which is greater than UIQ4.DE's maximum drawdown of -3.90%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and UIQ4.DE.

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Drawdown Indicators

UEFI.DEUIQ4.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.63%

-3.90%

-28.73%

Max Drawdown (1Y)

Largest decline over 1 year

-16.26%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-16.26%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-16.26%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-22.99%

—

—

Current Drawdown

Current decline from peak

-17.90%

-0.25%

-17.65%

Average Drawdown

Average peak-to-trough decline

-14.47%

-0.87%

-13.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.93%

—

—

Volatility

UEFI.DE vs. UIQ4.DE - Volatility Comparison

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Volatility by Period

UEFI.DEUIQ4.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

3.69%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

21.96%

7.67%

+14.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.03%

7.67%

+5.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.60%

7.67%

+8.93%

UEFI.DE vs. UIQ4.DE - Expense Ratio Comparison

UEFI.DE has a 0.05% expense ratio, which is lower than UIQ4.DE's 0.21% 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. UIQ4.DE - Dividend Comparison

UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, while UIQ4.DE has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
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%
UIQ4.DE
UBS Euro Equity Defensive Put Write SF UCITS ETF EUR 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 UIQ4.DE have a correlation of -0.12, 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 0.21% for UIQ4.DE.

UEFI.DE is categorized as Government Bonds, while UIQ4.DE is Derivative Income. UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while UIQ4.DE tracks Euro Equity Defensive Put Write Index. Their fees differ too: 0.05% for UEFI.DE and 0.21% for UIQ4.DE.

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