UET5.DE vs. UBU7.DE
UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UET5.DE is a Europe Equities fund tracking the EURO STOXX® 50 ESG, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 5 years, UET5.DE returned 13.80%/yr vs 12.72%/yr for UBU7.DE. A 0.77 correlation means they provide meaningful diversification when combined. Both charge a 0.10% expense ratio.
Performance
UET5.DE vs. UBU7.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 UBU7.DE's 10.81% 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*
- —
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%
UET5.DE vs. UBU7.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% |
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% | 13.88% |
Correlation
The correlation between UET5.DE and UBU7.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.77 |
The correlation between UET5.DE and UBU7.DE has been stable across timeframes, ranging from 0.68 to 0.77 - a consistent structural relationship.
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Return for Risk
UET5.DE vs. UBU7.DE — Risk / Return Rank
UET5.DE
UBU7.DE
UET5.DE vs. UBU7.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 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.
| UET5.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.40 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 3.58 | -1.96 |
| Martin ratioReturn relative to average drawdown | 5.64 | 14.23 | -8.60 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.14 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.89 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.82 | -0.08 |
Drawdowns
UET5.DE vs. UBU7.DE - Drawdown Comparison
The maximum UET5.DE drawdown since its inception was -37.03%, which is greater than UBU7.DE's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UET5.DE and UBU7.DE.
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Drawdown Indicators
| UET5.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -33.84% | -3.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -6.61% | -5.20% |
Max Drawdown (3Y)Largest decline over 3 years | -15.56% | -21.69% | +6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -23.13% | -21.69% | -1.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.84% | — |
Current DrawdownCurrent decline from peak | -0.35% | -0.31% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -4.24% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 1.66% | +1.73% |
Volatility
UET5.DE vs. UBU7.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 World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UET5.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
| UET5.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 2.57% | +2.49% |
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% | 11.04% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 14.11% | +3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 15.11% | +4.58% |
UET5.DE vs. UBU7.DE - Expense Ratio Comparison
Both UET5.DE and UBU7.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
UET5.DE vs. UBU7.DE - Dividend Comparison
UET5.DE's dividend yield for the trailing twelve months is around 2.92%, more than UBU7.DE's 1.13% yield.
| 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% |
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 UBU7.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
UET5.DE and UBU7.DE have the same expense ratio: 0.10% per year.
UET5.DE is categorized as Europe Equities, while UBU7.DE is Global Equities. UET5.DE tracks EURO STOXX® 50 ESG, while UBU7.DE tracks MSCI World.
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