UET5.DE vs. UBU3.DE
UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) and UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) are both exchange-traded funds - UET5.DE is a Europe Equities fund tracking the EURO STOXX® 50 ESG, while UBU3.DE is a Large Cap Blend Equities fund tracking the MSCI USA. Both are passively managed. Over the past 5 years, UET5.DE returned 13.80%/yr vs 14.24%/yr for UBU3.DE. A 0.68 correlation means they provide meaningful diversification when combined. UET5.DE charges 0.10%/yr vs 0.07%/yr for UBU3.DE.
Performance
UET5.DE vs. UBU3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UET5.DE achieves a 8.56% return, which is significantly lower than UBU3.DE's 11.22% return.
UET5.DE
- 1D
- 0.78%
- 1M
- 2.28%
- YTD
- 8.56%
- 6M
- 10.09%
- 1Y
- 18.93%
- 3Y*
- 18.86%
- 5Y*
- 13.80%
- 10Y*
- —
UBU3.DE
- 1D
- -0.11%
- 1M
- 4.51%
- YTD
- 11.22%
- 6M
- 10.60%
- 1Y
- 24.99%
- 3Y*
- 18.90%
- 5Y*
- 14.24%
- 10Y*
- 14.72%
UET5.DE vs. UBU3.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 | 8.56% | 25.92% | 12.78% | 25.36% | -9.35% | 26.94% | 0.18% | 15.08% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -15.80% | 38.39% | 9.26% | 14.33% |
Correlation
The correlation between UET5.DE and UBU3.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.68 |
The correlation between UET5.DE and UBU3.DE shifts across timeframes, from 0.56 (3 years) to 0.68 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UET5.DE vs. UBU3.DE — Risk / Return Rank
UET5.DE
UBU3.DE
UET5.DE vs. UBU3.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 UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.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.
| UET5.DE | UBU3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.40 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 3.38 | -1.77 |
| Martin ratioReturn relative to average drawdown | 5.64 | 11.75 | -6.11 |
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
| UET5.DE | UBU3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.14 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.92 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.93 | -0.18 |
Drawdowns
UET5.DE vs. UBU3.DE - Drawdown Comparison
The maximum UET5.DE drawdown since its inception was -37.03%, which is greater than UBU3.DE's maximum drawdown of -34.04%. Use the drawdown chart below to compare losses from any high point for UET5.DE and UBU3.DE.
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Drawdown Indicators
| UET5.DE | UBU3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -34.04% | -2.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -7.39% | -4.42% |
Max Drawdown (3Y)Largest decline over 3 years | -15.56% | -23.73% | +8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -23.13% | -23.73% | +0.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.04% | — |
Current DrawdownCurrent decline from peak | -0.35% | -0.41% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -4.10% | -0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.13% | +1.26% |
Volatility
UET5.DE vs. UBU3.DE - Volatility Comparison
UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) has a higher volatility of 5.06% compared to UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) at 2.73%. This indicates that UET5.DE's price experiences larger fluctuations and is considered to be riskier than UBU3.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 | UBU3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 2.73% | +2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 7.61% | +6.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.97% | 11.69% | +5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 15.39% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 16.22% | +3.47% |
UET5.DE vs. UBU3.DE - Expense Ratio Comparison
UET5.DE has a 0.10% expense ratio, which is higher than UBU3.DE's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UET5.DE vs. UBU3.DE - Dividend Comparison
UET5.DE's dividend yield for the trailing twelve months is around 2.92%, more than UBU3.DE's 0.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 0.72% | 0.90% | 0.85% | 1.01% | 1.18% | 0.71% | 1.16% | 1.18% | 1.27% | 1.18% | 1.48% | 1.31% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 2.92% | 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 UBU3.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU3.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU3.DE is cheaper with a 0.07% expense ratio, compared with 0.10% for UET5.DE.
UET5.DE is categorized as Europe Equities, while UBU3.DE is Large Cap Blend Equities. UET5.DE tracks EURO STOXX® 50 ESG, while UBU3.DE tracks MSCI USA. Their fees differ too: 0.10% for UET5.DE and 0.07% for UBU3.DE.
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