4UBF.DE vs. EFRN.DE
4UBF.DE (UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc) and EFRN.DE (iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)) are both European Corporate Bonds funds - 4UBF.DE tracks the Bloomberg MSCI Euro Area Liquid Corporates Sustainable while EFRN.DE tracks the Bloomberg Euro Agg Corp 1-3 Yr TR EUR. Both are passively managed. Over the past 5 years, 4UBF.DE returned -0.23%/yr vs 2.35%/yr for EFRN.DE. At a 0.07 correlation, their price movements are largely independent. 4UBF.DE charges 0.13%/yr vs 0.10%/yr for EFRN.DE.
Performance
4UBF.DE vs. EFRN.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 EFRN.DE's 0.87% 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*
- —
EFRN.DE
- 1D
- 0.05%
- 1M
- 0.18%
- YTD
- 0.87%
- 6M
- 1.22%
- 1Y
- 2.55%
- 3Y*
- 3.61%
- 5Y*
- 2.35%
- 10Y*
- —
4UBF.DE vs. EFRN.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% |
EFRN.DE iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 0.87% | 2.94% | 4.31% | 3.97% | -0.03% | -0.22% |
Correlation
The correlation between 4UBF.DE and EFRN.DE is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2021 | 0.07 |
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Return for Risk
4UBF.DE vs. EFRN.DE — Risk / Return Rank
4UBF.DE
EFRN.DE
4UBF.DE vs. EFRN.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 iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.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 | EFRN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -3.13 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.55 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 8.25 | -7.56 |
| Martin ratioReturn relative to average drawdown | 2.30 | 32.61 | -30.31 |
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 | EFRN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 2.58 | -2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 2.35 | -2.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.04 | 1.12 | -1.16 |
Drawdowns
4UBF.DE vs. EFRN.DE - Drawdown Comparison
The maximum 4UBF.DE drawdown since its inception was -19.99%, which is greater than EFRN.DE's maximum drawdown of -5.68%. Use the drawdown chart below to compare losses from any high point for 4UBF.DE and EFRN.DE.
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Drawdown Indicators
| 4UBF.DE | EFRN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.99% | -5.68% | -14.31% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -0.31% | -2.57% |
Max Drawdown (3Y)Largest decline over 3 years | -2.88% | -0.48% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -19.99% | -1.13% | -18.86% |
Current DrawdownCurrent decline from peak | -2.81% | -0.01% | -2.80% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -0.33% | -8.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 0.08% | +0.79% |
Volatility
4UBF.DE vs. EFRN.DE - Volatility Comparison
UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) has a higher volatility of 1.25% compared to iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) at 0.34%. This indicates that 4UBF.DE's price experiences larger fluctuations and is considered to be riskier than EFRN.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 | EFRN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 0.34% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 0.80% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 0.98% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.08% | 0.99% | +4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.02% | 1.35% | +3.67% |
4UBF.DE vs. EFRN.DE - Expense Ratio Comparison
4UBF.DE has a 0.13% expense ratio, which is higher than EFRN.DE's 0.10% 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
4UBF.DE vs. EFRN.DE - Dividend Comparison
4UBF.DE has not paid dividends to shareholders, while EFRN.DE's dividend yield for the trailing twelve months is around 2.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EFRN.DE iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 2.50% | 2.88% | 4.22% | 2.93% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
4UBF.DE and EFRN.DE have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EFRN.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EFRN.DE is cheaper with a 0.10% expense ratio, compared with 0.13% for 4UBF.DE.
4UBF.DE tracks Bloomberg MSCI Euro Area Liquid Corporates Sustainable, while EFRN.DE tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR. They also come from different issuers: UBS and iShares. Their fees differ too: 0.13% for 4UBF.DE and 0.10% for EFRN.DE.
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