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4UBF.DE vs. IB26.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

4UBF.DE vs. IB26.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) and iShares iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist) (IB26.DE). The values are adjusted to include any dividend payments, if applicable.

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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 IB26.DE's 0.88% 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*

IB26.DE

1D
0.02%
1M
0.29%
YTD
0.88%
6M
1.06%
1Y
2.17%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

4UBF.DE vs. IB26.DE - Yearly Performance Comparison


Correlation

The correlation between 4UBF.DE and IB26.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Aug 11, 2023

0.57

Over the past year, the correlation between 4UBF.DE and IB26.DE has dropped to 0.18 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.

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Return for Risk

4UBF.DE vs. IB26.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

4UBF.DE
4UBF.DE Risk / Return Rank: 1818
Overall Rank
4UBF.DE Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
4UBF.DE Sortino Ratio Rank: 1717
Sortino Ratio Rank
4UBF.DE Omega Ratio Rank: 1717
Omega Ratio Rank
4UBF.DE Calmar Ratio Rank: 1818
Calmar Ratio Rank
4UBF.DE Martin Ratio Rank: 2020
Martin Ratio Rank

IB26.DE
IB26.DE Risk / Return Rank: 9595
Overall Rank
IB26.DE Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IB26.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
IB26.DE Omega Ratio Rank: 9494
Omega Ratio Rank
IB26.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
IB26.DE Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

4UBF.DE vs. IB26.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 iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist) (IB26.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.DEIB26.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.46

Sortino ratioReturn per unit of downside risk

-4.20

Omega ratioGain probability vs. loss probability

1.10

1.66

-0.56

Calmar ratioReturn relative to maximum drawdown

0.69

11.70

-11.01

Martin ratioReturn relative to average drawdown

2.30

54.81

-52.51

4UBF.DE vs. IB26.DE - Sharpe Ratio Comparison

The current 4UBF.DE Sharpe Ratio is 0.55, which is lower than the IB26.DE Sharpe Ratio of 3.01. The chart below compares the historical Sharpe Ratios of 4UBF.DE and IB26.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


4UBF.DEIB26.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

3.01

-2.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.04

2.62

-2.66

Drawdowns

4UBF.DE vs. IB26.DE - Drawdown Comparison

The maximum 4UBF.DE drawdown since its inception was -19.99%, which is greater than IB26.DE's maximum drawdown of -0.83%. Use the drawdown chart below to compare losses from any high point for 4UBF.DE and IB26.DE.


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Drawdown Indicators


4UBF.DEIB26.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.99%

-0.83%

-19.16%

Max Drawdown (1Y)

Largest decline over 1 year

-2.88%

-0.18%

-2.70%

Max Drawdown (3Y)

Largest decline over 3 years

-2.88%

Max Drawdown (5Y)

Largest decline over 5 years

-19.99%

Current Drawdown

Current decline from peak

-2.81%

0.00%

-2.81%

Average Drawdown

Average peak-to-trough decline

-8.54%

-0.11%

-8.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

0.04%

+0.83%

Volatility

4UBF.DE vs. IB26.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 iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist) (IB26.DE) at 0.25%. This indicates that 4UBF.DE's price experiences larger fluctuations and is considered to be riskier than IB26.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.DEIB26.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

0.25%

+1.00%

Volatility (6M)

Calculated over the trailing 6-month period

3.11%

0.51%

+2.60%

Volatility (1Y)

Calculated over the trailing 1-year period

3.67%

0.72%

+2.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.08%

1.43%

+3.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.02%

1.43%

+3.59%

4UBF.DE vs. IB26.DE - Expense Ratio Comparison

4UBF.DE has a 0.13% expense ratio, which is higher than IB26.DE's 0.12% 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. IB26.DE - Dividend Comparison

4UBF.DE has not paid dividends to shareholders, while IB26.DE's dividend yield for the trailing twelve months is around 3.14%.


Frequently Asked Questions


4UBF.DE and IB26.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IB26.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IB26.DE is cheaper with a 0.12% expense ratio, compared with 0.13% for 4UBF.DE.

4UBF.DE tracks Bloomberg MSCI Euro Area Liquid Corporates Sustainable, while IB26.DE tracks Bloomberg MSCI December 2026 Maturity EUR Corporate ESG Screened Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.13% for 4UBF.DE and 0.12% for IB26.DE.

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