4UBH.DE vs. MWOL.DE
4UBH.DE (UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc) and MWOL.DE (Amundi Prime Global UCITS ETF Dist) are both Global Equities funds - 4UBH.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while MWOL.DE tracks the Solactive GBS Developed Markets Large & Mid Cap USD Index Net TR. Both are passively managed. Over the past 5 years, 4UBH.DE returned 10.81%/yr vs 11.86%/yr for MWOL.DE. Their correlation of 0.93 suggests significant overlap in exposure. 4UBH.DE charges 0.19%/yr vs 0.05%/yr for MWOL.DE.
Performance
4UBH.DE vs. MWOL.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 MWOL.DE's 10.87% 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*
- —
MWOL.DE
- 1D
- -0.04%
- 1M
- 3.68%
- YTD
- 10.87%
- 6M
- 10.90%
- 1Y
- 24.08%
- 3Y*
- 17.01%
- 5Y*
- 11.86%
- 10Y*
- —
4UBH.DE vs. MWOL.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% |
MWOL.DE Amundi Prime Global UCITS ETF Dist | 10.87% | 8.53% | 25.60% | 18.54% | -15.49% | 24.77% |
Correlation
The correlation between 4UBH.DE and MWOL.DE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.93 |
The correlation between 4UBH.DE and MWOL.DE has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
4UBH.DE vs. MWOL.DE — Risk / Return Rank
4UBH.DE
MWOL.DE
4UBH.DE vs. MWOL.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 Amundi Prime Global UCITS ETF Dist (MWOL.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 | MWOL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 3.67 | -1.81 |
| Martin ratioReturn relative to average drawdown | 6.41 | 14.63 | -8.22 |
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 | MWOL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 2.17 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.83 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.77 | 0.00 |
Drawdowns
4UBH.DE vs. MWOL.DE - Drawdown Comparison
The maximum 4UBH.DE drawdown since its inception was -23.65%, smaller than the maximum MWOL.DE drawdown of -33.56%. Use the drawdown chart below to compare losses from any high point for 4UBH.DE and MWOL.DE.
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Drawdown Indicators
| 4UBH.DE | MWOL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -33.56% | +9.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -6.58% | -3.03% |
Max Drawdown (3Y)Largest decline over 3 years | -22.46% | -21.64% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -21.64% | -2.01% |
Current DrawdownCurrent decline from peak | 0.00% | -0.37% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -4.89% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 1.65% | +1.14% |
Volatility
4UBH.DE vs. MWOL.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 Amundi Prime Global UCITS ETF Dist (MWOL.DE) at 2.63%. This indicates that 4UBH.DE's price experiences larger fluctuations and is considered to be riskier than MWOL.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 | MWOL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 2.63% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 7.71% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 11.12% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 14.20% | +1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 16.46% | -1.26% |
4UBH.DE vs. MWOL.DE - Expense Ratio Comparison
4UBH.DE has a 0.19% expense ratio, which is higher than MWOL.DE's 0.05% 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
4UBH.DE vs. MWOL.DE - Dividend Comparison
4UBH.DE has not paid dividends to shareholders, while MWOL.DE's dividend yield for the trailing twelve months is around 1.19%.
| Position | TTM | 2025 |
|---|---|---|
4UBH.DE UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc | 0.00% | 0.00% |
MWOL.DE Amundi Prime Global UCITS ETF Dist | 1.19% | 1.67% |
Frequently Asked Questions
With a correlation of 0.91, 4UBH.DE and MWOL.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, MWOL.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MWOL.DE is cheaper with a 0.05% expense ratio, compared with 0.19% for 4UBH.DE.
4UBH.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while MWOL.DE tracks Solactive GBS Developed Markets Large & Mid Cap USD Index Net TR. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.19% for 4UBH.DE and 0.05% for MWOL.DE.
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