UEQU.DE vs. UBU7.DE
UEQU.DE (UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-acc) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UEQU.DE is a Commodities fund tracking the UBS CMCI Ex Agriculture Ex Livestock Capped, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UEQU.DE returned 10.80%/yr vs 12.53%/yr for UBU7.DE. At a 0.34 correlation, their price movements are largely independent. UEQU.DE charges 0.34%/yr vs 0.10%/yr for UBU7.DE.
Performance
UEQU.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEQU.DE achieves a 25.53% return, which is significantly higher than UBU7.DE's 10.81% return. Over the past 10 years, UEQU.DE has underperformed UBU7.DE with an annualized return of 10.80%, while UBU7.DE has yielded a comparatively higher 12.53% annualized return.
UEQU.DE
- 1D
- -0.80%
- 1M
- 2.99%
- YTD
- 25.53%
- 6M
- 26.95%
- 1Y
- 40.51%
- 3Y*
- 14.81%
- 5Y*
- 14.40%
- 10Y*
- 10.80%
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UEQU.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEQU.DE UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-acc | 25.53% | 6.36% | 13.03% | -8.33% | 20.34% | 46.31% | -10.57% | 14.71% | -7.23% | 1.50% |
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 UEQU.DE and UBU7.DE is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since May 12, 2016 | 0.34 |
Over the past year, the correlation between UEQU.DE and UBU7.DE has dropped to 0.02 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.
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Return for Risk
UEQU.DE vs. UBU7.DE — Risk / Return Rank
UEQU.DE
UBU7.DE
UEQU.DE vs. UBU7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-acc (UEQU.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.
| UEQU.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.40 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 6.29 | 3.58 | +2.72 |
| Martin ratioReturn relative to average drawdown | 15.25 | 14.23 | +1.02 |
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
| UEQU.DE | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 2.14 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.89 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.82 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.82 | -0.18 |
Drawdowns
UEQU.DE vs. UBU7.DE - Drawdown Comparison
The maximum UEQU.DE drawdown since its inception was -30.56%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UEQU.DE and UBU7.DE.
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Drawdown Indicators
| UEQU.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.56% | -33.84% | +3.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.50% | -6.61% | +0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -15.66% | -21.69% | +6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.44% | -21.69% | -0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -30.56% | -33.84% | +3.28% |
Current DrawdownCurrent decline from peak | -1.21% | -0.31% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -8.92% | -4.24% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 1.66% | +1.03% |
Volatility
UEQU.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-acc (UEQU.DE) has a higher volatility of 3.91% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UEQU.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
| UEQU.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 2.57% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 7.61% | +5.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 11.04% | +4.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.83% | 14.11% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 15.11% | +1.30% |
UEQU.DE vs. UBU7.DE - Expense Ratio Comparison
UEQU.DE has a 0.34% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
UEQU.DE vs. UBU7.DE - Dividend Comparison
UEQU.DE has not paid dividends to shareholders, while UBU7.DE's dividend yield for the trailing twelve months is around 1.13%.
| 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% |
UEQU.DE UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-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
UEQU.DE and UBU7.DE have a correlation of 0.02, 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 0.34% for UEQU.DE.
UEQU.DE is categorized as Commodities, while UBU7.DE is Global Equities. UEQU.DE tracks UBS CMCI Ex Agriculture Ex Livestock Capped, while UBU7.DE tracks MSCI World. Their fees differ too: 0.34% for UEQU.DE and 0.10% for UBU7.DE.
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