XDPE.DE vs. UBU9.DE
XDPE.DE (Xtrackers S&P 500 UCITS ETF EUR Hedged (Acc)) and UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) are both S&P 500 funds - XDPE.DE tracks the S&P 500 Index (EUR Hedged) while UBU9.DE tracks the S&P 500. Both are passively managed. Over the past 10 years, XDPE.DE returned 12.45%/yr vs 14.83%/yr for UBU9.DE. Their correlation of 0.83 suggests significant overlap in exposure. XDPE.DE charges 0.20%/yr vs 0.03%/yr for UBU9.DE.
Performance
XDPE.DE vs. UBU9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDPE.DE achieves a 7.74% return, which is significantly lower than UBU9.DE's 12.24% return. Over the past 10 years, XDPE.DE has underperformed UBU9.DE with an annualized return of 12.45%, while UBU9.DE has yielded a comparatively higher 14.83% annualized return.
XDPE.DE
- 1D
- 0.19%
- 1M
- -1.02%
- 6M
- 8.95%
- YTD
- 7.74%
- 1Y
- 17.57%
- 3Y*
- 17.59%
- 5Y*
- 10.14%
- 10Y*
- 12.45%
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%
XDPE.DE vs. UBU9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDPE.DE Xtrackers S&P 500 UCITS ETF EUR Hedged (Acc) | 7.74% | 15.08% | 22.74% | 23.31% | -21.95% | 28.44% | 15.08% | 27.18% | -8.63% | 18.89% |
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% | -1.14% | 6.72% |
Correlation
The correlation between XDPE.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 (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2015 | 0.83 |
The correlation between XDPE.DE and UBU9.DE has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.
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Return for Risk
XDPE.DE vs. UBU9.DE — Risk / Return Rank
XDPE.DE
UBU9.DE
XDPE.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 (Acc) (XDPE.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.
| XDPE.DE | UBU9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 3.36 | -1.33 |
| Martin ratioReturn relative to average drawdown | 8.11 | 11.76 | -3.65 |
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Drawdowns
XDPE.DE vs. UBU9.DE - Drawdown Comparison
The maximum XDPE.DE drawdown since its inception was -34.35%, roughly equal to the maximum UBU9.DE drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for XDPE.DE and UBU9.DE.
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Drawdown Indicators
| XDPE.DE | UBU9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.35% | -33.82% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.64% | -7.17% | -1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -18.52% | -23.30% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.17% | -23.30% | -2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -34.35% | -33.82% | -0.53% |
Current DrawdownCurrent decline from peak | -1.57% | -0.64% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -5.25% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 2.05% | +0.11% |
Volatility
XDPE.DE vs. UBU9.DE - Volatility Comparison
Xtrackers S&P 500 UCITS ETF EUR Hedged (Acc) (XDPE.DE) has a higher volatility of 4.08% compared to UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) at 3.65%. This indicates that XDPE.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.
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Volatility by Period
| XDPE.DE | UBU9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 3.65% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 8.06% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.19% | 11.94% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.14% | 15.26% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 16.06% | +0.22% |
XDPE.DE vs. UBU9.DE - Expense Ratio Comparison
XDPE.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
XDPE.DE vs. UBU9.DE - Dividend Comparison
XDPE.DE has not paid dividends to shareholders, while UBU9.DE's dividend yield for the trailing twelve months is around 0.94%.
| 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% |
XDPE.DE Xtrackers S&P 500 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% | 0.00% |
Frequently Asked Questions
XDPE.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 XDPE.DE.
XDPE.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 XDPE.DE and 0.03% for UBU9.DE.
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