UBS vs VT: Correlation
UBS Group AG Registered (UBS) and Vanguard Total World Stock ETF (VT) show a strong relationship: their 3-year correlation of weekly returns is 0.70.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are UBS and VT?
On 3 years of weekly data the UBS/VT correlation comes out at 0.70, strong. Little has changed lately, as the 1-year reading of 0.61 lands near the 3-year figure. The 5-year figure is 0.71, and annualized covariance runs at 272.2 %².
Among the 13 assets we track against UBS, VT ranks #4 by 3-year correlation. Their recent paths diverged sharply: over the last 12 months UBS outperformed by 16.2 percentage points (+38.9% for UBS against +22.7% for VT). Note the risk asymmetry: UBS runs 2.0 times the annualized volatility of the other leg, so equal-weighting the two is not an equal-risk position.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
UBS vs VT: side by side
| UBS (UBS Group AG Registered) | VT (Vanguard Total World Stock ETF) | |
|---|---|---|
| 1-year return | +38.9% | +22.7% |
| 5-year return | +273.9% | +67.7% |
| Volatility (ann.) | 27.9% | 13.9% |
| Beta vs S&P 500 | 1.28 | 0.92 |
| Max drawdown (3Y) | -27.0% | -16.5% |
| Market cap | $166.4B | – |
| P/E (trailing) | 18.6 | – |
| Dividend yield | 2.02% | 1.59% |
| Expense ratio | – | 0.06% |
| Assets under management | – | $97.9B |
| Sector / category | US Listed | ETF · Global |
VT is a Global Large-Stock Blend fund from Vanguard: $97.9B under management, 5308 holdings, a 0.06% expense ratio, a 1.59% trailing dividend yield.
Year-by-year returns
| Year | UBS | VT |
|---|---|---|
| 2022 | +7.4% | -18.0% |
| 2023 | +69.9% | +22.0% |
| 2024 | +0.7% | +16.5% |
| 2025 | +57.7% | +22.4% |
| 2026 | +20.4% | +15.2% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are UBS and VT good diversifiers for each other?
Somewhat, no more. With 0.70 correlation, most large moves hit both names, and the diversification benefit stays modest.
FAQ
What is the correlation between UBS and VT?
The UBS/VT correlation stands at 0.70 on a 3-year window (1 year: 0.61, 5 years: 0.71), computed from weekly returns as of 2026-08-27.
Is VT a good diversifier for UBS?
Somewhat, no more. With 0.70 correlation, most large moves hit both names, and the diversification benefit stays modest.
What does a correlation of 0.70 mean?
A reading of 0.70 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
Use this data
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Related comparisons
Hubs: UBS correlations · VT correlations
