4UBH.DE vs. IQQ0.DE
Compare and contrast key facts about UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) and iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (IQQ0.DE).
4UBH.DE and IQQ0.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 4UBH.DE is a passively managed fund by UBS that tracks the performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped. It was launched on May 7, 2020. IQQ0.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Minimum Volatility. It was launched on Nov 30, 2012. Both 4UBH.DE and IQQ0.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
4UBH.DE vs. IQQ0.DE - Performance Comparison
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4UBH.DE vs. IQQ0.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
4UBH.DE UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc | -3.62% | 1.56% | 23.21% | 25.08% | -20.30% | 31.51% |
IQQ0.DE iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) | 1.21% | -1.26% | 17.64% | 3.73% | -4.34% | 24.86% |
Returns By Period
In the year-to-date period, 4UBH.DE achieves a -3.62% return, which is significantly lower than IQQ0.DE's 1.21% return.
4UBH.DE
- 1D
- 2.39%
- 1M
- -4.00%
- YTD
- -3.62%
- 6M
- -1.27%
- 1Y
- 6.14%
- 3Y*
- 11.52%
- 5Y*
- 8.36%
- 10Y*
- —
IQQ0.DE
- 1D
- -0.55%
- 1M
- -3.14%
- YTD
- 1.21%
- 6M
- 1.03%
- 1Y
- -4.36%
- 3Y*
- 6.86%
- 5Y*
- 6.40%
- 10Y*
- 7.05%
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4UBH.DE vs. IQQ0.DE - Expense Ratio Comparison
4UBH.DE has a 0.19% expense ratio, which is lower than IQQ0.DE's 0.30% expense ratio.
Return for Risk
4UBH.DE vs. IQQ0.DE — Risk / Return Rank
4UBH.DE
IQQ0.DE
4UBH.DE vs. IQQ0.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 Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (IQQ0.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 | IQQ0.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | -0.34 | +0.72 |
Sortino ratioReturn per unit of downside risk | 0.62 | -0.38 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.09 | 0.95 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | -0.44 | +1.09 |
Martin ratioReturn relative to average drawdown | 2.16 | -0.91 | +3.07 |
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 | IQQ0.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | -0.34 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.63 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.77 | -0.16 |
Correlation
The correlation between 4UBH.DE and IQQ0.DE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
4UBH.DE vs. IQQ0.DE - Dividend Comparison
Neither 4UBH.DE nor IQQ0.DE has paid dividends to shareholders.
Drawdowns
4UBH.DE vs. IQQ0.DE - Drawdown Comparison
The maximum 4UBH.DE drawdown since its inception was -23.65%, smaller than the maximum IQQ0.DE drawdown of -28.65%. Use the drawdown chart below to compare losses from any high point for 4UBH.DE and IQQ0.DE.
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Drawdown Indicators
| 4UBH.DE | IQQ0.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -28.65% | +5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -9.81% | -2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -12.82% | -10.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.65% | — |
Current DrawdownCurrent decline from peak | -6.89% | -7.00% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -4.51% | -2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 4.80% | -1.93% |
Volatility
4UBH.DE vs. IQQ0.DE - Volatility Comparison
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) has a higher volatility of 4.81% compared to iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (IQQ0.DE) at 2.67%. This indicates that 4UBH.DE's price experiences larger fluctuations and is considered to be riskier than IQQ0.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 | IQQ0.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 2.67% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | 5.37% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 11.08% | +5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 10.10% | +5.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.26% | 11.65% | +3.61% |