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XDEQ.DE vs. UC99.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XDEQ.DE vs. UC99.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI World Quality Factor UCITS ETF 1C (XDEQ.DE) and UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XDEQ.DE is traded in EUR, while UC99.L is traded in GBp. To make them comparable, the UC99.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, XDEQ.DE achieves a 12.57% return, which is significantly lower than UC99.L's 13.80% return. Over the past 10 years, XDEQ.DE has underperformed UC99.L with an annualized return of 12.19%, while UC99.L has yielded a comparatively higher 15.54% annualized return.


XDEQ.DE

1D
0.15%
1M
1.66%
6M
10.45%
YTD
12.57%
1Y
22.01%
3Y*
15.57%
5Y*
10.70%
10Y*
12.19%
ALL TIME*
9.57%

UC99.L

1D
-0.09%
1M
1.73%
6M
12.89%
YTD
13.80%
1Y
26.33%
3Y*
18.21%
5Y*
13.04%
10Y*
15.54%
ALL TIME*
15.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDEQ.DE vs. UC99.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XDEQ.DE
Xtrackers MSCI World Quality Factor UCITS ETF 1C
12.57%2.87%23.81%21.83%-14.80%34.39%4.48%34.18%-3.32%8.20%
UC99.L
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis
13.80%3.53%29.50%31.56%-18.82%38.28%11.32%42.19%0.45%9.53%

Correlation

The correlation between XDEQ.DE and UC99.L is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

Correlation (3Y)
Calculated over the trailing 3-year period

0.89

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (10Y)
Calculated over the trailing 10-year period

0.87

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2015

0.87

The correlation between XDEQ.DE and UC99.L has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.

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Return for Risk

XDEQ.DE vs. UC99.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XDEQ.DE
XDEQ.DE Risk / Return Rank: 8686
Overall Rank
XDEQ.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
XDEQ.DE Sortino Ratio Rank: 8585
Sortino Ratio Rank
XDEQ.DE Omega Ratio Rank: 8585
Omega Ratio Rank
XDEQ.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
XDEQ.DE Martin Ratio Rank: 9090
Martin Ratio Rank

UC99.L
UC99.L Risk / Return Rank: 7575
Overall Rank
UC99.L Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
UC99.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
UC99.L Omega Ratio Rank: 7777
Omega Ratio Rank
UC99.L Calmar Ratio Rank: 6969
Calmar Ratio Rank
UC99.L Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XDEQ.DE vs. UC99.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Quality Factor UCITS ETF 1C (XDEQ.DE) and UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L). 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.


XDEQ.DEUC99.LDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.12

Omega ratioGain probability vs. loss probability

1.38

1.36

+0.03

Calmar ratioReturn relative to maximum drawdown

3.52

2.78

+0.74

Martin ratioReturn relative to average drawdown

14.82

10.01

+4.82

XDEQ.DE vs. UC99.L - Sharpe Ratio Comparison

The current XDEQ.DE Sharpe Ratio is 2.08, which is comparable to the UC99.L Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of XDEQ.DE and UC99.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XDEQ.DE vs. UC99.L - Drawdown Comparison

The maximum XDEQ.DE drawdown since its inception was -32.18%, which is greater than UC99.L's maximum drawdown of -29.76%. Use the drawdown chart below to compare losses from any high point for XDEQ.DE and UC99.L.


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Drawdown Indicators


XDEQ.DEUC99.LDifference

Max Drawdown

Largest peak-to-trough decline

-32.18%

-29.76%

-2.42%

Max Drawdown (1Y)

Largest decline over 1 year

-6.22%

-9.43%

+3.21%

Max Drawdown (3Y)

Largest decline over 3 years

-20.59%

-24.23%

+3.64%

Max Drawdown (5Y)

Largest decline over 5 years

-20.59%

-24.23%

+3.64%

Max Drawdown (10Y)

Largest decline over 10 years

-32.18%

-29.76%

-2.42%

Current Drawdown

Current decline from peak

-1.07%

-1.20%

+0.13%

Average Drawdown

Average peak-to-trough decline

-6.53%

-4.95%

-1.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

2.62%

-1.14%

Volatility

XDEQ.DE vs. UC99.L - Volatility Comparison

The current volatility for Xtrackers MSCI World Quality Factor UCITS ETF 1C (XDEQ.DE) is 2.75%, while UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) has a volatility of 3.67%. This indicates that XDEQ.DE experiences smaller price fluctuations and is considered to be less risky than UC99.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XDEQ.DEUC99.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.75%

3.67%

-0.92%

Volatility (6M)

Calculated over the trailing 6-month period

7.28%

9.19%

-1.91%

Volatility (1Y)

Calculated over the trailing 1-year period

10.55%

13.03%

-2.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.13%

16.87%

-2.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.82%

16.99%

-1.17%

XDEQ.DE vs. UC99.L - Expense Ratio Comparison

Both XDEQ.DE and UC99.L have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

XDEQ.DE vs. UC99.L - Dividend Comparison

XDEQ.DE has not paid dividends to shareholders, while UC99.L's dividend yield for the trailing twelve months is around 0.41%.


PositionTTM2025202420232022202120202019201820172016
UC99.L
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis
0.41%0.46%0.67%0.85%0.79%0.78%0.98%0.78%1.27%0.93%1.00%
XDEQ.DE
Xtrackers MSCI World Quality Factor UCITS ETF 1C
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


XDEQ.DE and UC99.L have a correlation of 0.86, 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 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

XDEQ.DE and UC99.L have the same expense ratio: 0.25% per year.

XDEQ.DE is categorized as Global Equities, while UC99.L is Large Cap Blend Equities. XDEQ.DE tracks MSCI ACWI NR USD, while UC99.L tracks Russell 1000 TR USD. They also come from different issuers: Xtrackers and UBS.

Portfolio Optimizer

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