XD9E.DE vs. UBUR.DE
XD9E.DE (Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc)) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - XD9E.DE tracks the MSCI USA Index (EUR Hedged) while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, XD9E.DE returned 9.77%/yr vs 7.56%/yr for UBUR.DE. At a 0.50 correlation, their price movements are largely independent. XD9E.DE charges 0.12%/yr vs 0.18%/yr for UBUR.DE.
Performance
XD9E.DE vs. UBUR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XD9E.DE achieves a 7.69% return, which is significantly lower than UBUR.DE's 8.23% return.
XD9E.DE
- 1D
- 0.17%
- 1M
- -0.94%
- 6M
- 8.68%
- YTD
- 7.69%
- 1Y
- 17.37%
- 3Y*
- 17.80%
- 5Y*
- 9.77%
- 10Y*
- —
UBUR.DE
- 1D
- 0.65%
- 1M
- 7.33%
- 6M
- 9.25%
- YTD
- 8.23%
- 1Y
- 8.46%
- 3Y*
- 7.99%
- 5Y*
- 7.56%
- 10Y*
- 9.05%
XD9E.DE vs. UBUR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XD9E.DE Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) | 7.69% | 14.99% | 22.93% | 24.29% | -23.21% | 26.83% | 18.09% | 27.42% | -7.23% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 8.23% | -5.50% | 20.30% | 3.14% | -1.97% | 35.27% | -5.38% | 32.02% | 7.28% |
Correlation
The correlation between XD9E.DE and UBUR.DE is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.50 |
The correlation between XD9E.DE and UBUR.DE shifts across timeframes, from -0.11 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XD9E.DE vs. UBUR.DE — Risk / Return Rank
XD9E.DE
UBUR.DE
XD9E.DE vs. UBUR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.DE) and UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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.
| XD9E.DE | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.08 | +0.88 |
| Martin ratioReturn relative to average drawdown | 7.74 | 2.56 | +5.19 |
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Drawdowns
XD9E.DE vs. UBUR.DE - Drawdown Comparison
The maximum XD9E.DE drawdown since its inception was -34.71%, roughly equal to the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for XD9E.DE and UBUR.DE.
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Drawdown Indicators
| XD9E.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.71% | -35.34% | +0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.82% | -7.81% | -1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -18.85% | -14.40% | -4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -27.10% | -14.40% | -12.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.34% | — |
Current DrawdownCurrent decline from peak | -1.50% | -4.40% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -5.83% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 3.30% | -1.06% |
Volatility
XD9E.DE vs. UBUR.DE - Volatility Comparison
Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.DE) has a higher volatility of 4.08% compared to UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) at 3.85%. This indicates that XD9E.DE's price experiences larger fluctuations and is considered to be riskier than UBUR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XD9E.DE | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 3.85% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 7.77% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.19% | 10.47% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 12.44% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.46% | 14.13% | +3.33% |
XD9E.DE vs. UBUR.DE - Expense Ratio Comparison
XD9E.DE has a 0.12% expense ratio, which is lower than UBUR.DE's 0.18% 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
XD9E.DE vs. UBUR.DE - Dividend Comparison
XD9E.DE has not paid dividends to shareholders, while UBUR.DE's dividend yield for the trailing twelve months is around 1.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.75% | 2.04% | 1.57% | 1.52% | 1.37% | 1.09% | 1.84% | 1.58% | 1.66% | 1.70% | 1.45% |
XD9E.DE Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XD9E.DE and UBUR.DE have a correlation of -0.11, 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 0.18% for UBUR.DE.
XD9E.DE tracks MSCI USA Index (EUR Hedged), while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: Xtrackers and UBS. Their fees differ too: 0.12% for XD9E.DE and 0.18% for UBUR.DE.
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