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4UBF.DE vs. IG35.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

4UBF.DE vs. IG35.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 December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.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 IG35.DE's 0.90% 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*

IG35.DE

1D
0.25%
1M
1.23%
YTD
0.90%
6M
0.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

4UBF.DE vs. IG35.DE - Yearly Performance Comparison


Correlation

The correlation between 4UBF.DE and IG35.DE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 15, 2025

0.76

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Return for Risk

4UBF.DE vs. IG35.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

IG35.DE
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. IG35.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 December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.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.DEIG35.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.10

Calmar ratioReturn relative to maximum drawdown

0.69

Martin ratioReturn relative to average drawdown

2.30

4UBF.DE vs. IG35.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


4UBF.DEIG35.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

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

0.11

-0.15

Drawdowns

4UBF.DE vs. IG35.DE - Drawdown Comparison

The maximum 4UBF.DE drawdown since its inception was -19.99%, which is greater than IG35.DE's maximum drawdown of -4.08%. Use the drawdown chart below to compare losses from any high point for 4UBF.DE and IG35.DE.


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Drawdown Indicators


4UBF.DEIG35.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.99%

-4.08%

-15.91%

Max Drawdown (1Y)

Largest decline over 1 year

-2.88%

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%

-1.08%

-1.73%

Average Drawdown

Average peak-to-trough decline

-8.54%

-1.38%

-7.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

Volatility

4UBF.DE vs. IG35.DE - Volatility Comparison


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Volatility by Period


4UBF.DEIG35.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

Volatility (6M)

Calculated over the trailing 6-month period

3.11%

Volatility (1Y)

Calculated over the trailing 1-year period

3.67%

5.22%

-1.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.08%

5.22%

-0.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.02%

5.22%

-0.20%

4UBF.DE vs. IG35.DE - Expense Ratio Comparison

4UBF.DE has a 0.13% expense ratio, which is higher than IG35.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. IG35.DE - Dividend Comparison

Neither 4UBF.DE nor IG35.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


4UBF.DE and IG35.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IG35.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IG35.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 IG35.DE tracks Bloomberg MSCI December 2035 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 IG35.DE.

Portfolio Optimizer

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