Provider against provider

Invesco vs UBS

Both providers track indices, so neither "performs" better than the other — what separates them is cost, range and which markets they actually cover. Invesco has 13 products in this catalog and UBS has 6, overlapping in 6 categories. Invesco offers the cheapest fund in 5 of those 6 categories.

Invesco

Products
13
Lowest TER
0.05%
Average TER
0.22%
Categories
8

UBS

Products
6
Lowest TER
0.10%
Average TER
0.17%
Categories
6

Which one is cheaper, and where

Invesco offers the cheapest fund in 5 of the 6 categories both cover.

The cheapest fund from each, category by category

Each provider’s lowest-fee product within every shared category, head to head. The index each one tracks is shown too, because two funds in the same category do not always track the same thing.

CategoryInvescoUBSDifference
Fixed incomeInvesco US Treasury Bond 7-10 YearICE US Treasury 7-10 Year0.06%UBS Bloomberg Barclays TIPS 10+Bloomberg US Treasury Inflation Linked Bond 10+0.20%€14/year per €10,000
EuropeInvesco EURO STOXX 50EURO STOXX 500.05%UBS Core MSCI EMUMSCI EMU0.18%€13/year per €10,000
GoldInvesco Physical Gold APhysical gold (spot price)0.12%UBS GoldPhysical gold (spot price)0.23%€11/year per €10,000
USAInvesco S&P 500S&P 5000.05%UBS MSCI USAMSCI USA0.10%€5/year per €10,000
EmergingInvesco MSCI Emerging MarketsMSCI Emerging Markets0.18%UBS MSCI Emerging MarketsMSCI Emerging Markets0.19%€1/year per €10,000
GlobalInvesco FTSE All-WorldFTSE All-World0.15%UBS MSCI WorldMSCI World0.14%€1/year per €10,000

What each one covers

Only at Invesco

Only at UBS

—

Structural differences

Invesco

Accumulating
85%
Physical replication
85%
Are ETFs
85%
Domicile
Ireland

UBS

Accumulating
67%
Physical replication
100%
Are ETFs
83%
Domicile
Luxembourg, Switzerland

Frequently asked questions

Is Invesco or UBS cheaper?+

Invesco offers the cheapest fund in 5 of the 6 categories both cover, against 1 for UBS. But "cheaper overall" is the wrong question: what matters is which is cheaper in the category you are actually buying.

Where is the difference between Invesco and UBS biggest?+

In fixed income: Invesco US Treasury Bond 7-10 Year charges 0.06% against 0.20% for UBS Bloomberg Barclays TIPS 10+. On €10,000 invested that is a €14.00 difference every year, in favour of Invesco.

Which one has the wider range?+

Invesco, with 13 products against 6. Coverage is not identical either: Invesco covers the technology sector, a specific thematic sector where UBS does not.

Are there structural differences beyond fees?+

Yes. Invesco's products in this catalog are 85% accumulating and 85% physically replicated, domiciled in Ireland. UBS's are 67% accumulating and 100% physical, domiciled in Luxembourg, Switzerland. For a Spanish investor the accumulating/distributing split matters for tax, and domicile matters for dividend withholding.

Does this comparison look at past performance?+

No, deliberately. Two funds tracking the same index deliver almost identical returns before fees, so comparing their past returns tells you about the index, not about the provider. The fee is the part the provider actually controls, and the only one you know for certain the day you invest.

Cost and coverage comparison computed over this site’s catalog, which is a sample and not each provider’s full product range. Returns are not compared: two funds tracking the same index perform almost identically before fees, so past performance tells you about the index, not the provider. Educational content, not a recommendation.

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