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UBS Sustainable Development Bank Bonds 1-5 UCITS ETF hEUR disLU3065090717×UBS Sustainable Development Bank Bonds 1-5 UCITS ETF hEUR accLU3065094974×
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Performance over the common period — in euro, dividends reinvested where declared (base 100)
-3%-1%+0%+1%+3%Jan 2026Mar 2026May 2026Jul 2026Sept 2026-1%-1%
UBS Sustainable Development Bank Bonds 1-5 UCITS ETF hEUR dis-0.7%UBS Sustainable Development Bank Bonds 1-5 UCITS ETF hEUR acc-0.7%hover for values · click = full screentouch the chart for values · ⤢ = full screen
UBS Sustainable Development Bank Bonds 1-5 UCITS ETF hEUR dis
LU3065090717
UBS Sustainable Development Bank Bonds 1-5 UCITS ETF hEUR acc
LU3065094974
Basics
Declared indexSolactive Global Multilateral Development Bank Bond USD 25% Issuer Capped 1-5 (TR) (hedged EUR)Solactive Global Multilateral Development Bank Bond USD 25% Issuer Capped 1-5 (TR) (hedged EUR)
TER0.18%0.18%
Transaction costs (KID)0.00%0.05%
Fund size2 mln EUR6 mln EUR
Launch date15 Jan 202624 Jul 2025
ReplicationPhysical (mixed: optimised/sampled)Physical (mixed: optimised/sampled)
Income policyDistributingAccumulating
CurrencyEUREUR
Currency hedgingYes EUR-hedged share classYes EUR-hedged share class
Performance (in euro)
1 year-0.5%
3 years
5 years
10 years
Since launch (available series)-0.7%+0.6%
Risk
Volatility (ann.) · last year1.83%
Volatility (ann.) · last 3 years
Volatility (ann.) · last 5 years
Max drawdown · last year-1.62%
Max drawdown · last 3 years
Max drawdown · last 5 years
Sharpe · last year-1.55
Sharpe · last 3 years
Sharpe · last 5 years
Sortino · last year-1.97
Sortino · last 3 years
Sortino · last 5 years
Tracking difference (3-year avg)hedged class: the issuer’s published index is unhedged — the gap would measure the exchange rate, not replication. We don’t show itindex series not published by the issuer
Fixed income
Durationnot declared by the issuernot declared by the issuer
Investment-grade sharenot declared by the issuernot declared by the issuer
Heaviest rating bucketnot declared by the issuernot declared by the issuer
Most represented maturitynot declared by the issuernot declared by the issuer
Distributions (distributing classes)
Frequencyaccumulating class: no distributions
Distributions, last 12 months0.125 EUR per share · 1 months of history: not a full yearaccumulating class: no distributions
Distribution yield (12 months / NAV)1.78%accumulating class: no distributions
Last ex-date13 Aug 2026 · 0.125 EURaccumulating class: no distributions
Holdings
Securities held6868
Top-10 weight31.1%31.1%
Documents & exchanges
KID (PDF)DownloadDownload
Listing exchanges11
Borsa Italiana tickerMDB1DMDB1E
Why some cells show “—”: LU3065090717 series available from Jan 2026 · LU3065094974 series available from Jul 2025windows longer than the series cannot be computed — they will fill in on their own as time passes. Tracking difference additionally requires issuer-declared index returns and, for distributing classes, the total-return series: where these are missing, no number — better no data than an unverifiable one.
Performance and chart converted to euro at official daily ECB rates: the comparison a euro investor actually lives. Facts declared by issuers and official registers only; no recommendation. Past performance is not indicative of future results. Metrics follow the site’s public methodology; for distributing funds, performance reinvests dividends where the issuer declares the total-return series.
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