4UBH.DE vs. MVEW.DE
4UBH.DE (UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc) and MVEW.DE (iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)) are both Global Equities funds - 4UBH.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while MVEW.DE tracks the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, 4UBH.DE returned 10.81%/yr vs 6.47%/yr for MVEW.DE. A 0.69 correlation means they provide meaningful diversification when combined. 4UBH.DE charges 0.19%/yr vs 0.30%/yr for MVEW.DE.
Performance
4UBH.DE vs. MVEW.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 higher than MVEW.DE's 1.17% 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*
- —
MVEW.DE
- 1D
- 0.07%
- 1M
- 2.04%
- YTD
- 1.17%
- 6M
- 1.03%
- 1Y
- 0.94%
- 3Y*
- 6.53%
- 5Y*
- 6.47%
- 10Y*
- —
4UBH.DE vs. MVEW.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% | 31.51% |
MVEW.DE iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) | 1.17% | -0.99% | 17.25% | 6.27% | -5.98% | 26.40% |
Correlation
The correlation between 4UBH.DE and MVEW.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.69 |
Over the past year, the correlation between 4UBH.DE and MVEW.DE has dropped to 0.43 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
4UBH.DE vs. MVEW.DE — Risk / Return Rank
4UBH.DE
MVEW.DE
4UBH.DE vs. MVEW.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 ESG UCITS ETF (Acc) (MVEW.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 | MVEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.37 | ||
| Sortino ratioReturn per unit of downside risk | +1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.02 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.10 | +1.76 |
| Martin ratioReturn relative to average drawdown | 6.41 | 0.20 | +6.21 |
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 | MVEW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.06 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.62 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.63 | +0.14 |
Drawdowns
4UBH.DE vs. MVEW.DE - Drawdown Comparison
The maximum 4UBH.DE drawdown since its inception was -23.65%, which is greater than MVEW.DE's maximum drawdown of -13.19%. Use the drawdown chart below to compare losses from any high point for 4UBH.DE and MVEW.DE.
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Drawdown Indicators
| 4UBH.DE | MVEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -13.19% | -10.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -4.68% | -4.93% |
Max Drawdown (3Y)Largest decline over 3 years | -22.46% | -13.19% | -9.27% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -13.19% | -10.46% |
Current DrawdownCurrent decline from peak | 0.00% | -5.75% | +5.75% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -3.83% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.27% | +0.52% |
Volatility
4UBH.DE vs. MVEW.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 Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.DE) at 2.58%. This indicates that 4UBH.DE's price experiences larger fluctuations and is considered to be riskier than MVEW.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 | MVEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 2.58% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 5.42% | +3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 7.97% | +4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 10.25% | +5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 10.82% | +4.38% |
4UBH.DE vs. MVEW.DE - Expense Ratio Comparison
4UBH.DE has a 0.19% expense ratio, which is lower than MVEW.DE's 0.30% expense ratio.
Dividends
4UBH.DE vs. MVEW.DE - Dividend Comparison
Neither 4UBH.DE nor MVEW.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBH.DE and MVEW.DE have a correlation of 0.43, 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 MVEW.DE.
4UBH.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while MVEW.DE tracks MSCI ACWI NR USD. They also come from different issuers: UBS and iShares. Their fees differ too: 0.19% for 4UBH.DE and 0.30% for MVEW.DE.
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