UET5.DE vs. EXXX.DE
UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) and EXXX.DE (iShares ATX UCITS ETF (DE)) are both Europe Equities funds - UET5.DE tracks the EURO STOXX® 50 ESG while EXXX.DE tracks the ATX Index. Both are passively managed. Over the past 5 years, UET5.DE returned 14.44%/yr vs 17.87%/yr for EXXX.DE. A 0.75 correlation means they provide meaningful diversification when combined. UET5.DE charges 0.10%/yr vs 0.32%/yr for EXXX.DE.
Performance
UET5.DE vs. EXXX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UET5.DE achieves a 11.62% return, which is significantly lower than EXXX.DE's 25.35% return.
UET5.DE
- 1D
- 0.82%
- 1M
- -0.47%
- 6M
- 10.16%
- YTD
- 11.62%
- 1Y
- 23.96%
- 3Y*
- 19.27%
- 5Y*
- 14.44%
- 10Y*
- —
- ALL TIME*
- 13.89%
EXXX.DE
- 1D
- 1.55%
- 1M
- -0.30%
- 6M
- 24.02%
- YTD
- 25.35%
- 1Y
- 47.65%
- 3Y*
- 30.68%
- 5Y*
- 17.87%
- 10Y*
- 14.39%
- ALL TIME*
- 5.40%
UET5.DE vs. EXXX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 11.62% | 25.93% | 12.78% | 25.33% | -9.34% | 26.97% | 0.18% | 8.33% |
EXXX.DE iShares ATX UCITS ETF (DE) | 25.35% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 4.87% |
Correlation
The correlation between UET5.DE and EXXX.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2019 | 0.75 |
The correlation between UET5.DE and EXXX.DE has been stable across timeframes, ranging from 0.72 to 0.75 - a consistent structural relationship.
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Return for Risk
UET5.DE vs. EXXX.DE — Risk / Return Rank
UET5.DE
EXXX.DE
UET5.DE vs. EXXX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) and iShares ATX UCITS ETF (DE) (EXXX.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UET5.DE | EXXX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.46 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 4.43 | -2.41 |
| Martin ratioReturn relative to average drawdown | 7.20 | 14.83 | -7.63 |
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Drawdowns
UET5.DE vs. EXXX.DE - Drawdown Comparison
The maximum UET5.DE drawdown since its inception was -37.03%, smaller than the maximum EXXX.DE drawdown of -71.43%. Use the drawdown chart below to compare losses from any high point for UET5.DE and EXXX.DE.
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Drawdown Indicators
| UET5.DE | EXXX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -71.43% | +34.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -10.71% | -1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -15.59% | -16.11% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -23.09% | -32.69% | +9.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.90% | — |
Current DrawdownCurrent decline from peak | -2.02% | -1.26% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -28.47% | +23.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 3.20% | +0.12% |
Volatility
UET5.DE vs. EXXX.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) is 4.21%, while iShares ATX UCITS ETF (DE) (EXXX.DE) has a volatility of 5.11%. This indicates that UET5.DE experiences smaller price fluctuations and is considered to be less risky than EXXX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UET5.DE | EXXX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 5.11% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 14.22% | 14.74% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 17.58% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 19.12% | -1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 19.95% | -0.33% |
UET5.DE vs. EXXX.DE - Expense Ratio Comparison
UET5.DE has a 0.10% expense ratio, which is lower than EXXX.DE's 0.32% expense ratio.
Dividends
UET5.DE vs. EXXX.DE - Dividend Comparison
UET5.DE's dividend yield for the trailing twelve months is around 2.84%, less than EXXX.DE's 2.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 2.94% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 2.84% | 2.15% | 3.28% | 2.96% | 3.06% | 1.90% | 1.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UET5.DE and EXXX.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UET5.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UET5.DE is cheaper with a 0.10% expense ratio, compared with 0.32% for EXXX.DE.
UET5.DE tracks EURO STOXX® 50 ESG, while EXXX.DE tracks ATX Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.10% for UET5.DE and 0.32% for EXXX.DE.
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