USUE.DE vs. XD9E.DE
USUE.DE (UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc) and XD9E.DE (Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc)) are both Large Cap Blend Equities funds - USUE.DE tracks the MSCI USA Select Factor Mix while XD9E.DE tracks the MSCI USA Index (EUR Hedged). Both are passively managed. Over the past 5 years, USUE.DE returned 11.33%/yr vs 9.87%/yr for XD9E.DE. A 0.74 correlation means they provide meaningful diversification when combined. USUE.DE charges 0.25%/yr vs 0.12%/yr for XD9E.DE.
Performance
USUE.DE vs. XD9E.DE - Performance Comparison
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Returns By Period
In the year-to-date period, USUE.DE achieves a 16.18% return, which is significantly higher than XD9E.DE's 8.42% return.
USUE.DE
- 1D
- -1.04%
- 1M
- 0.80%
- 6M
- 13.01%
- YTD
- 16.18%
- 1Y
- 24.25%
- 3Y*
- 16.85%
- 5Y*
- 11.33%
- 10Y*
- —
XD9E.DE
- 1D
- 0.21%
- 1M
- 0.01%
- 6M
- 8.44%
- YTD
- 8.42%
- 1Y
- 18.44%
- 3Y*
- 17.46%
- 5Y*
- 9.87%
- 10Y*
- —
USUE.DE vs. XD9E.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
USUE.DE UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc | 16.18% | 0.99% | 25.07% | 12.96% | -8.61% | 35.62% | -6.54% | 32.71% | -12.55% |
XD9E.DE Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) | 8.42% | 14.99% | 22.93% | 24.29% | -23.21% | 26.83% | 18.09% | 27.42% | -9.95% |
Correlation
The correlation between USUE.DE and XD9E.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2018 | 0.74 |
The correlation between USUE.DE and XD9E.DE shifts across timeframes, from 0.54 (1 year) to 0.74 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
USUE.DE vs. XD9E.DE — Risk / Return Rank
USUE.DE
XD9E.DE
USUE.DE vs. XD9E.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc (USUE.DE) and Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.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.
| USUE.DE | XD9E.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.27 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.94 | 2.08 | +2.86 |
| Martin ratioReturn relative to average drawdown | 16.68 | 8.18 | +8.50 |
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Drawdowns
USUE.DE vs. XD9E.DE - Drawdown Comparison
The maximum USUE.DE drawdown since its inception was -39.26%, which is greater than XD9E.DE's maximum drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for USUE.DE and XD9E.DE.
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Drawdown Indicators
| USUE.DE | XD9E.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.26% | -34.71% | -4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -4.89% | -8.82% | +3.93% |
Max Drawdown (3Y)Largest decline over 3 years | -20.79% | -18.85% | -1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -27.10% | +6.31% |
Current DrawdownCurrent decline from peak | -1.75% | -0.82% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -6.07% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 2.25% | -0.80% |
Volatility
USUE.DE vs. XD9E.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc (USUE.DE) has a higher volatility of 3.21% compared to Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.DE) at 2.79%. This indicates that USUE.DE's price experiences larger fluctuations and is considered to be riskier than XD9E.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USUE.DE | XD9E.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 2.79% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 9.25% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.36% | 12.22% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 16.30% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 17.43% | -0.55% |
USUE.DE vs. XD9E.DE - Expense Ratio Comparison
USUE.DE has a 0.25% expense ratio, which is higher than XD9E.DE's 0.12% 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
USUE.DE vs. XD9E.DE - Dividend Comparison
Neither USUE.DE nor XD9E.DE has paid dividends to shareholders.
Frequently Asked Questions
USUE.DE and XD9E.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XD9E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9E.DE is cheaper with a 0.12% expense ratio, compared with 0.25% for USUE.DE.
USUE.DE tracks MSCI USA Select Factor Mix, while XD9E.DE tracks MSCI USA Index (EUR Hedged). They also come from different issuers: UBS and Xtrackers. Their fees differ too: 0.25% for USUE.DE and 0.12% for XD9E.DE.
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