4UBI.DE vs. 4UBF.DE
Compare and contrast key facts about UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) and UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE).
4UBI.DE and 4UBF.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 4UBI.DE is a passively managed fund by UBS that tracks the performance of the MSCI USA SRI Low Carbon Select 5% Issuer Capped. It was launched on Apr 30, 2020. 4UBF.DE is a passively managed fund by UBS that tracks the performance of the Bloomberg MSCI Euro Area Liquid Corporates Sustainable. It was launched on Nov 30, 2017. Both 4UBI.DE and 4UBF.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
4UBI.DE vs. 4UBF.DE - Performance Comparison
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4UBI.DE vs. 4UBF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | -4.55% | -1.05% | 26.19% | 28.05% | -21.21% | 25.80% |
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | -0.46% | 3.23% | 4.51% | 8.22% | -15.67% | -0.28% |
Returns By Period
In the year-to-date period, 4UBI.DE achieves a -4.55% return, which is significantly lower than 4UBF.DE's -0.46% return.
4UBI.DE
- 1D
- 2.20%
- 1M
- -3.56%
- YTD
- -4.55%
- 6M
- -2.17%
- 1Y
- 4.24%
- 3Y*
- 11.97%
- 5Y*
- 9.01%
- 10Y*
- —
4UBF.DE
- 1D
- 0.54%
- 1M
- -1.58%
- YTD
- -0.46%
- 6M
- -0.45%
- 1Y
- 2.43%
- 3Y*
- 4.68%
- 5Y*
- —
- 10Y*
- —
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4UBI.DE vs. 4UBF.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is higher than 4UBF.DE's 0.13% 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%.
Return for Risk
4UBI.DE vs. 4UBF.DE — Risk / Return Rank
4UBI.DE
4UBF.DE
4UBI.DE vs. 4UBF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) and UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.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.
| 4UBI.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.72 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.44 | 1.03 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.88 | -0.67 |
Martin ratioReturn relative to average drawdown | 0.42 | 3.74 | -3.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 4UBI.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.72 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | -0.09 | +0.76 |
Correlation
The correlation between 4UBI.DE and 4UBF.DE is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
4UBI.DE vs. 4UBF.DE - Dividend Comparison
Neither 4UBI.DE nor 4UBF.DE has paid dividends to shareholders.
Drawdowns
4UBI.DE vs. 4UBF.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, which is greater than 4UBF.DE's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and 4UBF.DE.
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Drawdown Indicators
| 4UBI.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -19.99% | -4.64% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -2.88% | -17.33% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | — | — |
Current DrawdownCurrent decline from peak | -18.34% | -3.96% | -14.38% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -8.71% | +1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.19% | 0.68% | +9.51% |
Volatility
4UBI.DE vs. 4UBF.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a higher volatility of 4.38% compared to UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) at 1.72%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than 4UBF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 4UBI.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 1.72% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 23.49% | 2.56% | +20.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.99% | 3.35% | +24.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.08% | 5.02% | +14.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 5.02% | +13.91% |