XDPD.DE vs. UBU9.DE
XDPD.DE (Xtrackers S&P 500 UCITS ETF EUR Hedged (Dist)) and UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) are both S&P 500 funds - XDPD.DE tracks the S&P 500 Index (EUR Hedged) while UBU9.DE tracks the S&P 500. Both are passively managed. Over the past 5 years, XDPD.DE returned 10.14%/yr vs 13.68%/yr for UBU9.DE. Their correlation of 0.86 suggests significant overlap in exposure. XDPD.DE charges 0.20%/yr vs 0.03%/yr for UBU9.DE.
Performance
XDPD.DE vs. UBU9.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XDPD.DE achieves a 7.76% return, which is significantly lower than UBU9.DE's 12.24% return.
XDPD.DE
- 1D
- 0.19%
- 1M
- -1.01%
- 6M
- 8.74%
- YTD
- 7.76%
- 1Y
- 17.59%
- 3Y*
- 17.59%
- 5Y*
- 10.14%
- 10Y*
- —
UBU9.DE
- 1D
- 0.23%
- 1M
- 0.62%
- 6M
- 13.04%
- YTD
- 12.24%
- 1Y
- 24.17%
- 3Y*
- 18.39%
- 5Y*
- 13.68%
- 10Y*
- 14.83%
XDPD.DE vs. UBU9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XDPD.DE Xtrackers S&P 500 UCITS ETF EUR Hedged (Dist) | 7.76% | 15.06% | 22.79% | 23.30% | -21.97% | 28.50% | 15.04% | 27.19% | -9.26% |
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 12.24% | 4.77% | 32.31% | 22.36% | -14.25% | 40.60% | 6.64% | 34.48% | -8.24% |
Correlation
The correlation between XDPD.DE and UBU9.DE is 0.85, 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 | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2018 | 0.86 |
The correlation between XDPD.DE and UBU9.DE has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XDPD.DE vs. UBU9.DE — Risk / Return Rank
XDPD.DE
UBU9.DE
XDPD.DE vs. UBU9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 UCITS ETF EUR Hedged (Dist) (XDPD.DE) and UBS Core S&P 500 UCITS ETF USD dis (UBU9.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.
| XDPD.DE | UBU9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 3.36 | -1.34 |
| Martin ratioReturn relative to average drawdown | 8.10 | 11.76 | -3.66 |
Loading charts...
Drawdowns
XDPD.DE vs. UBU9.DE - Drawdown Comparison
The maximum XDPD.DE drawdown since its inception was -34.14%, roughly equal to the maximum UBU9.DE drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for XDPD.DE and UBU9.DE.
Loading charts...
Drawdown Indicators
| XDPD.DE | UBU9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.14% | -33.82% | -0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -7.17% | -1.50% |
Max Drawdown (3Y)Largest decline over 3 years | -18.51% | -23.30% | +4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -23.30% | -2.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.82% | — |
Current DrawdownCurrent decline from peak | -1.57% | -0.64% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -5.85% | -5.25% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.05% | +0.12% |
Volatility
XDPD.DE vs. UBU9.DE - Volatility Comparison
Xtrackers S&P 500 UCITS ETF EUR Hedged (Dist) (XDPD.DE) has a higher volatility of 4.04% compared to UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) at 3.65%. This indicates that XDPD.DE's price experiences larger fluctuations and is considered to be riskier than UBU9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XDPD.DE | UBU9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 3.65% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 8.06% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 11.94% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 15.26% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.69% | 16.06% | +1.63% |
XDPD.DE vs. UBU9.DE - Expense Ratio Comparison
XDPD.DE has a 0.20% expense ratio, which is higher than UBU9.DE's 0.03% 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
XDPD.DE vs. UBU9.DE - Dividend Comparison
XDPD.DE's dividend yield for the trailing twelve months is around 0.71%, less than UBU9.DE's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 0.94% | 0.98% | 0.96% | 1.15% | 1.30% | 0.90% | 1.40% | 1.36% | 1.57% | 1.53% | 1.66% | 1.53% |
XDPD.DE Xtrackers S&P 500 UCITS ETF EUR Hedged (Dist) | 0.71% | 0.80% | 0.89% | 1.04% | 1.91% | 0.85% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XDPD.DE and UBU9.DE have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU9.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU9.DE is cheaper with a 0.03% expense ratio, compared with 0.20% for XDPD.DE.
XDPD.DE tracks S&P 500 Index (EUR Hedged), while UBU9.DE tracks S&P 500. They also come from different issuers: Xtrackers and UBS. Their fees differ too: 0.20% for XDPD.DE and 0.03% for UBU9.DE.
Find the right allocation for XDPD.DE and UBU9.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer