4UBI.DE vs. 5HED.DE
Compare and contrast key facts about UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) and Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE).
4UBI.DE and 5HED.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. 5HED.DE is a passively managed fund by Natixis that tracks the performance of the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector. It was launched on Apr 5, 2018. Both 4UBI.DE and 5HED.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. 5HED.DE - Performance Comparison
Loading graphics...
4UBI.DE vs. 5HED.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | -4.55% | -1.05% | 26.19% | 28.05% | -21.21% | 43.58% | 18.50% |
5HED.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) | -1.17% | -7.59% | 10.48% | 12.57% | -11.75% | 32.56% | 23.83% |
Different Trading Currencies
4UBI.DE is traded in EUR, while 5HED.DE is traded in USD. To make them comparable, the 5HED.DE values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 4UBI.DE achieves a -4.55% return, which is significantly lower than 5HED.DE's -1.17% 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*
- —
5HED.DE
- 1D
- 1.32%
- 1M
- -5.76%
- YTD
- -1.17%
- 6M
- 2.85%
- 1Y
- -1.49%
- 3Y*
- 1.62%
- 5Y*
- 3.59%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
4UBI.DE vs. 5HED.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is lower than 5HED.DE's 0.75% expense ratio.
Return for Risk
4UBI.DE vs. 5HED.DE — Risk / Return Rank
4UBI.DE
5HED.DE
4UBI.DE vs. 5HED.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 Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.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 | 5HED.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | -0.10 | +0.25 |
Sortino ratioReturn per unit of downside risk | 0.44 | -0.03 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.00 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | -0.20 | +0.41 |
Martin ratioReturn relative to average drawdown | 0.42 | -0.59 | +1.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| 4UBI.DE | 5HED.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | -0.10 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.23 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.49 | +0.19 |
Correlation
The correlation between 4UBI.DE and 5HED.DE is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
4UBI.DE vs. 5HED.DE - Dividend Comparison
Neither 4UBI.DE nor 5HED.DE has paid dividends to shareholders.
Drawdowns
4UBI.DE vs. 5HED.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, smaller than the maximum 5HED.DE drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and 5HED.DE.
Loading graphics...
Drawdown Indicators
| 4UBI.DE | 5HED.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -32.82% | +8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -10.88% | -9.33% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -22.12% | -2.51% |
Current DrawdownCurrent decline from peak | -18.34% | -7.50% | -10.84% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -5.74% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.19% | 2.53% | +7.66% |
Volatility
4UBI.DE vs. 5HED.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 Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) at 3.89%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than 5HED.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| 4UBI.DE | 5HED.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 3.89% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 23.49% | 7.70% | +15.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.99% | 15.04% | +12.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.08% | 15.51% | +3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 17.59% | +1.34% |