PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
4UBH.DE vs. ISPA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

4UBH.DE vs. ISPA.DE

Last updated Jun 5, 2026

4UBH.DE (UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds - 4UBH.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, 4UBH.DE returned 10.81%/yr vs 11.00%/yr for ISPA.DE. A 0.67 correlation means they provide meaningful diversification when combined. 4UBH.DE charges 0.19%/yr vs 0.46%/yr for ISPA.DE.

Performance

4UBH.DE vs. ISPA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, 4UBH.DE achieves a 9.92% return, which is significantly lower than ISPA.DE's 13.48% 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*
—

ISPA.DE

1D
0.49%
1M
1.28%
YTD
13.48%
6M
15.35%
1Y
29.45%
3Y*
18.65%
5Y*
11.00%
10Y*
8.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

4UBH.DE vs. ISPA.DE - Yearly Performance Comparison

2026 (YTD)20252024202320222021
4UBH.DE
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc		9.92%1.56%23.21%25.08%-20.30%31.51%
ISPA.DE
iShares STOXX Global Select Dividend 100 UCITS ETF (DE)		13.48%19.72%12.97%4.80%0.43%12.99%

Correlation

The correlation between 4UBH.DE and ISPA.DE is 0.62, 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

0.62

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (5Y)
Calculated over the trailing 5-year period

0.67

Correlation (All Time)
Calculated using the full available price history since Mar 3, 2021

0.67

The correlation between 4UBH.DE and ISPA.DE has been stable across timeframes, ranging from 0.61 to 0.67 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc

iShares STOXX Global Select Dividend 100 UCITS ETF (DE)

Often compared with 4UBH.DE:
4UBH.DE vs. URTH4UBH.DE vs. AW10.DE4UBH.DE vs. ASCH.DE4UBH.DE vs. 4UBF.DE4UBH.DE vs. UIQ4.DE4UBH.DE vs. 4UBQ.DE4UBH.DE vs. AW1P.DE
Often compared with ISPA.DE:
ISPA.DE vs. VDIV.DEISPA.DE vs. VGWD.DEISPA.DE vs. FUSD.LISPA.DE vs. SPYDISPA.DE vs. LYYA.DEISPA.DE vs. QQQYISPA.DE vs. SPY

Return for Risk

4UBH.DE vs. ISPA.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
4UBH.DE
4UBH.DE Risk / Return Rank: 4141
Overall Rank
4UBH.DE Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
4UBH.DE Sortino Ratio Rank: 4141
Sortino Ratio Rank
4UBH.DE Omega Ratio Rank: 4141
Omega Ratio Rank
4UBH.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
4UBH.DE Martin Ratio Rank: 4141
Martin Ratio Rank
ISPA.DE
ISPA.DE Risk / Return Rank: 9393
Overall Rank
ISPA.DE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ISPA.DE Sortino Ratio Rank: 9393
Sortino Ratio Rank
ISPA.DE Omega Ratio Rank: 9292
Omega Ratio Rank
ISPA.DE Calmar Ratio Rank: 9595
Calmar Ratio Rank
ISPA.DE Martin Ratio Rank: 9494
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.

4UBH.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.DEISPA.DEDifference
Sharpe ratioReturn per unit of total volatility
1.43
3.35

-1.92

Sortino ratioReturn per unit of downside risk
2.08
4.67

-2.58

Omega ratioGain probability vs. loss probability

1.26

1.62

-0.35

Calmar ratioReturn relative to maximum drawdown

1.85

8.10

-6.24

Martin ratioReturn relative to average drawdown

6.41

28.73

-22.32

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

4UBH.DE vs. ISPA.DE - Sharpe Ratio Comparison

The current 4UBH.DE Sharpe Ratio is 1.43, which is lower than the ISPA.DE Sharpe Ratio of 3.35. The chart below compares the historical Sharpe Ratios of 4UBH.DE and ISPA.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.

Loading charts...

Sharpe Ratios by Period

4UBH.DEISPA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

3.35

-1.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.91

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.60

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.68

+0.10

Drawdowns

4UBH.DE vs. ISPA.DE - Drawdown Comparison

The maximum 4UBH.DE drawdown since its inception was -23.65%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for 4UBH.DE and ISPA.DE.

Loading charts...

Drawdown Indicators

4UBH.DEISPA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.65%

-38.91%

+15.26%

Max Drawdown (1Y)

Largest decline over 1 year

-9.61%

-3.63%

-5.98%

Max Drawdown (3Y)

Largest decline over 3 years

-22.46%

-15.10%

-7.36%

Max Drawdown (5Y)

Largest decline over 5 years

-23.65%

-15.10%

-8.55%

Max Drawdown (10Y)

Largest decline over 10 years

—

-38.91%

—

Current Drawdown

Current decline from peak

0.00%

-1.09%

+1.09%

Average Drawdown

Average peak-to-trough decline

-6.97%

-4.46%

-2.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

1.03%

+1.76%

Volatility

4UBH.DE vs. ISPA.DE - Volatility Comparison

UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) has a higher volatility of 3.03% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that 4UBH.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

4UBH.DEISPA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.03%

2.62%

+0.41%

Volatility (6M)

Calculated over the trailing 6-month period

9.19%

6.51%

+2.68%

Volatility (1Y)

Calculated over the trailing 1-year period

12.45%

8.77%

+3.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.30%

12.00%

+3.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.20%

14.79%

+0.41%

4UBH.DE vs. ISPA.DE - Expense Ratio Comparison

4UBH.DE has a 0.19% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.

Dividends

4UBH.DE vs. ISPA.DE - Dividend Comparison

4UBH.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.

PositionTTM20252024202320222021202020192018201720162015
4UBH.DE
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ISPA.DE
iShares STOXX Global Select Dividend 100 UCITS ETF (DE)		3.75%4.52%4.89%5.91%6.92%3.32%4.04%4.02%3.37%5.66%3.64%4.35%

Frequently Asked Questions

4UBH.DE and ISPA.DE have a correlation of 0.62, 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 0.46% for ISPA.DE.

4UBH.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.19% for 4UBH.DE and 0.46% for ISPA.DE.

Portfolio Optimizer

Find the right allocation for 4UBH.DE and ISPA.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer