4UBH.DE vs. URTH
Compare and contrast key facts about UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) and iShares MSCI World ETF (URTH).
4UBH.DE and URTH 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. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012. Both 4UBH.DE and URTH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 4UBH.DE or URTH.
Correlation
The correlation between 4UBH.DE and URTH is 0.60, 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.
Performance
4UBH.DE vs. URTH - Performance Comparison
Key characteristics
4UBH.DE:
1.92
URTH:
1.80
4UBH.DE:
2.55
URTH:
2.44
4UBH.DE:
1.38
URTH:
1.33
4UBH.DE:
1.76
URTH:
2.61
4UBH.DE:
11.32
URTH:
11.27
4UBH.DE:
2.17%
URTH:
1.91%
4UBH.DE:
12.75%
URTH:
11.93%
4UBH.DE:
-32.37%
URTH:
-34.01%
4UBH.DE:
-2.86%
URTH:
-3.39%
Returns By Period
In the year-to-date period, 4UBH.DE achieves a 24.47% return, which is significantly higher than URTH's 19.32% return.
4UBH.DE
24.47%
1.33%
9.92%
25.12%
N/A
N/A
URTH
19.32%
-0.72%
6.93%
19.85%
11.52%
10.03%
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4UBH.DE vs. URTH - Expense Ratio Comparison
4UBH.DE has a 0.19% expense ratio, which is lower than URTH's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
4UBH.DE vs. URTH - Risk-Adjusted Performance 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 ETF (URTH). 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.
Dividends
4UBH.DE vs. URTH - Dividend Comparison
4UBH.DE has not paid dividends to shareholders, while URTH's dividend yield for the trailing twelve months is around 1.47%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
URTH iShares MSCI World ETF | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% | 1.04% |
Drawdowns
4UBH.DE vs. URTH - Drawdown Comparison
The maximum 4UBH.DE drawdown since its inception was -32.37%, roughly equal to the maximum URTH drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for 4UBH.DE and URTH. For additional features, visit the drawdowns tool.
Volatility
4UBH.DE vs. URTH - Volatility Comparison
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) and iShares MSCI World ETF (URTH) have volatilities of 3.58% and 3.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.