VOO vs. UBUS.DE
VOO (Vanguard S&P 500 ETF) and UBUS.DE (UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis) are both exchange-traded funds - VOO is a S&P 500 fund tracking the S&P 500 Index, while UBUS.DE is a Large Cap Value Equities fund tracking the MSCI USA Prime Value. Both are passively managed. Over the past 10 years, VOO returned 15.72%/yr vs 12.01%/yr for UBUS.DE. At a 0.41 correlation, their price movements are largely independent. VOO charges 0.03%/yr vs 0.25%/yr for UBUS.DE.
Performance
VOO vs. UBUS.DE - Performance Comparison
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Different Trading Currencies
VOO is traded in USD, while UBUS.DE is traded in EUR. To make them comparable, the UBUS.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, VOO achieves a 10.99% return, which is significantly higher than UBUS.DE's 7.92% return. Over the past 10 years, VOO has outperformed UBUS.DE with an annualized return of 15.72%, while UBUS.DE has yielded a comparatively lower 12.01% annualized return.
VOO
- 1D
- 1.74%
- 1M
- 2.12%
- YTD
- 10.99%
- 6M
- 11.51%
- 1Y
- 27.95%
- 3Y*
- 21.25%
- 5Y*
- 13.93%
- 10Y*
- 15.72%
UBUS.DE
- 1D
- 1.11%
- 1M
- 3.92%
- YTD
- 7.92%
- 6M
- 8.09%
- 1Y
- 20.46%
- 3Y*
- 12.64%
- 5Y*
- 8.79%
- 10Y*
- 12.01%
VOO vs. UBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 10.99% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 7.92% | 13.34% | 7.45% | 15.93% | -8.25% | 30.38% | 5.59% | 30.75% | -8.76% | 20.75% |
Correlation
The correlation between VOO and UBUS.DE is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.41 |
The correlation between VOO and UBUS.DE shifts across timeframes, from 0.40 (10 years) to 0.51 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VOO vs. UBUS.DE — Risk / Return Rank
VOO
UBUS.DE
VOO vs. UBUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 ETF (VOO) and UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.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.
| VOO | UBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.29 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 2.49 | +0.66 |
| Martin ratioReturn relative to average drawdown | 14.25 | 8.73 | +5.53 |
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Drawdowns
VOO vs. UBUS.DE - Drawdown Comparison
The maximum VOO drawdown since its inception was -33.99%, which is greater than UBUS.DE's maximum drawdown of -31.43%. Use the drawdown chart below to compare losses from any high point for VOO and UBUS.DE.
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Drawdown Indicators
| VOO | UBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.99% | -31.43% | -2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -8.17% | -0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -18.69% | -18.75% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -19.31% | -5.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.99% | -31.43% | -2.56% |
Current DrawdownCurrent decline from peak | -0.63% | 0.00% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -3.68% | -4.58% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.34% | -0.37% |
Volatility
VOO vs. UBUS.DE - Volatility Comparison
Vanguard S&P 500 ETF (VOO) has a higher volatility of 4.61% compared to UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.DE) at 2.64%. This indicates that VOO's price experiences larger fluctuations and is considered to be riskier than UBUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOO | UBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 2.64% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 8.36% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 12.02% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 15.44% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 16.33% | +1.72% |
VOO vs. UBUS.DE - Expense Ratio Comparison
VOO has a 0.03% expense ratio, which is lower than UBUS.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
VOO vs. UBUS.DE - Dividend Comparison
VOO's dividend yield for the trailing twelve months is around 1.03%, less than UBUS.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 1.13% | 1.24% | 0.67% | 1.52% | 1.62% | 1.56% | 1.89% | 1.30% | 1.93% | 1.60% | 1.41% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.03% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
VOO and UBUS.DE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VOO is cheaper with a 0.03% expense ratio, compared with 0.25% for UBUS.DE.
VOO is categorized as S&P 500, while UBUS.DE is Large Cap Value Equities. VOO tracks S&P 500 Index, while UBUS.DE tracks MSCI USA Prime Value. They also come from different issuers: Vanguard and UBS. Their fees differ too: 0.03% for VOO and 0.25% for UBUS.DE.
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