4UBH.DE vs. CBUI.DE
4UBH.DE (UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - 4UBH.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, 4UBH.DE returned 14.49%/yr vs 21.76%/yr for CBUI.DE. Their correlation of 0.86 suggests significant overlap in exposure. 4UBH.DE charges 0.19%/yr vs 0.30%/yr for CBUI.DE.
Performance
4UBH.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 4UBH.DE achieves a 9.92% return, which is significantly lower than CBUI.DE's 20.05% return.
4UBH.DE
- 1D
- 0.19%
- 1M
- 4.60%
- YTD
- 9.92%
- 6M
- 10.00%
- 1Y
- 17.98%
- 3Y*
- 14.49%
- 5Y*
- 10.81%
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 6.94%
- YTD
- 20.05%
- 6M
- 22.25%
- 1Y
- 43.77%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
4UBH.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
4UBH.DE UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc | 9.92% | 1.56% | 23.21% | 25.08% | -20.30% | 4.53% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -6.30% | 6.27% |
Correlation
The correlation between 4UBH.DE and CBUI.DE is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.86 |
The correlation between 4UBH.DE and CBUI.DE has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.
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Return for Risk
4UBH.DE vs. CBUI.DE — Risk / Return Rank
4UBH.DE
CBUI.DE
4UBH.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) and iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.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.
| 4UBH.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.98 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.60 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 6.92 | -5.07 |
| Martin ratioReturn relative to average drawdown | 6.41 | 26.41 | -20.00 |
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
| 4UBH.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 3.41 | -1.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 1.05 | -0.28 |
Drawdowns
4UBH.DE vs. CBUI.DE - Drawdown Comparison
The maximum 4UBH.DE drawdown since its inception was -23.65%, which is greater than CBUI.DE's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for 4UBH.DE and CBUI.DE.
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Drawdown Indicators
| 4UBH.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -19.48% | -4.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -6.34% | -3.27% |
Max Drawdown (3Y)Largest decline over 3 years | -22.46% | -19.48% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.22% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -3.23% | -3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 1.67% | +1.12% |
Volatility
4UBH.DE vs. CBUI.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) is 3.03%, while iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a volatility of 3.73%. This indicates that 4UBH.DE experiences smaller price fluctuations and is considered to be less risky than CBUI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 4UBH.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 3.73% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.76% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 12.88% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 14.21% | +1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 14.21% | +0.99% |
4UBH.DE vs. CBUI.DE - Expense Ratio Comparison
4UBH.DE has a 0.19% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
4UBH.DE vs. CBUI.DE - Dividend Comparison
Neither 4UBH.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBH.DE and CBUI.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBH.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBH.DE is cheaper with a 0.19% expense ratio, compared with 0.30% for CBUI.DE.
4UBH.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: UBS and iShares. Their fees differ too: 0.19% for 4UBH.DE and 0.30% for CBUI.DE.
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