4UBF.DE vs. AW1C.DE
4UBF.DE (UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc) and AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) are both exchange-traded funds - 4UBF.DE is a European Corporate Bonds fund tracking the Bloomberg MSCI Euro Area Liquid Corporates Sustainable, while AW1C.DE is a S&P 500 fund tracking the S&P 500® ESG Elite. Both are passively managed. Over the past 5 years, 4UBF.DE returned -0.23%/yr vs 15.78%/yr for AW1C.DE. At a 0.21 correlation, their price movements are largely independent. 4UBF.DE charges 0.13%/yr vs 0.15%/yr for AW1C.DE.
Performance
4UBF.DE vs. AW1C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 4UBF.DE achieves a 0.73% return, which is significantly lower than AW1C.DE's 21.11% return.
4UBF.DE
- 1D
- 0.12%
- 1M
- 0.81%
- YTD
- 0.73%
- 6M
- 0.31%
- 1Y
- 2.01%
- 3Y*
- 4.95%
- 5Y*
- -0.23%
- 10Y*
- —
AW1C.DE
- 1D
- -0.12%
- 1M
- 11.53%
- YTD
- 21.11%
- 6M
- 23.44%
- 1Y
- 39.49%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
4UBF.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | 0.73% | 3.23% | 4.51% | 8.22% | -15.67% | -0.28% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.11% | 6.94% | 24.89% | 24.93% | -14.50% | 23.14% |
Correlation
The correlation between 4UBF.DE and AW1C.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2021 | 0.22 |
The correlation between 4UBF.DE and AW1C.DE shifts across timeframes, from 0.21 (5 years) to 0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
4UBF.DE vs. AW1C.DE — Risk / Return Rank
4UBF.DE
AW1C.DE
4UBF.DE vs. AW1C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) and UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.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.
| 4UBF.DE | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.48 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.33 | -1.64 |
| Martin ratioReturn relative to average drawdown | 2.30 | 4.43 | -2.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 4UBF.DE | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.56 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.85 | -0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.04 | 0.92 | -0.96 |
Drawdowns
4UBF.DE vs. AW1C.DE - Drawdown Comparison
The maximum 4UBF.DE drawdown since its inception was -19.99%, smaller than the maximum AW1C.DE drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for 4UBF.DE and AW1C.DE.
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Drawdown Indicators
| 4UBF.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.99% | -22.40% | +2.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -16.86% | +13.98% |
Max Drawdown (3Y)Largest decline over 3 years | -2.88% | -22.40% | +19.52% |
Max Drawdown (5Y)Largest decline over 5 years | -19.99% | -22.40% | +2.41% |
Current DrawdownCurrent decline from peak | -2.81% | -0.12% | -2.69% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -5.82% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 8.90% | -8.03% |
Volatility
4UBF.DE vs. AW1C.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) is 1.25%, while UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a volatility of 3.81%. This indicates that 4UBF.DE experiences smaller price fluctuations and is considered to be less risky than AW1C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 4UBF.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 3.81% | -2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 9.14% | -6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 25.24% | -21.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.08% | 18.35% | -13.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.02% | 18.11% | -13.09% |
4UBF.DE vs. AW1C.DE - Expense Ratio Comparison
4UBF.DE has a 0.13% expense ratio, which is lower than AW1C.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
4UBF.DE vs. AW1C.DE - Dividend Comparison
Neither 4UBF.DE nor AW1C.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBF.DE and AW1C.DE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBF.DE is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBF.DE is cheaper with a 0.13% expense ratio, compared with 0.15% for AW1C.DE.
4UBF.DE is categorized as European Corporate Bonds, while AW1C.DE is S&P 500. 4UBF.DE tracks Bloomberg MSCI Euro Area Liquid Corporates Sustainable, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.13% for 4UBF.DE and 0.15% for AW1C.DE.
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