4UBI.DE vs. AW1P.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) are both exchange-traded funds - 4UBI.DE is a Large Cap Blend Equities fund tracking the MSCI USA SRI Low Carbon Select 5% Issuer Capped, while AW1P.DE is a Global Equities fund tracking the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 3 years, 4UBI.DE returned 16.69%/yr vs 17.31%/yr for AW1P.DE. Their correlation of 0.91 suggests significant overlap in exposure. 4UBI.DE charges 0.19%/yr vs 0.25%/yr for AW1P.DE.
Performance
4UBI.DE vs. AW1P.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 4UBI.DE having a 14.39% return and AW1P.DE slightly higher at 14.91%.
4UBI.DE
- 1D
- -0.66%
- 1M
- 8.11%
- YTD
- 14.39%
- 6M
- 13.96%
- 1Y
- 23.75%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
AW1P.DE
- 1D
- -0.83%
- 1M
- 6.15%
- YTD
- 14.91%
- 6M
- 15.53%
- 1Y
- 25.73%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
4UBI.DE vs. AW1P.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 26.19% | 28.05% | -7.46% |
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 14.91% | 3.61% | 25.39% | 22.76% | -14.89% |
Correlation
The correlation between 4UBI.DE and AW1P.DE is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.91 |
The correlation between 4UBI.DE and AW1P.DE has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
4UBI.DE vs. AW1P.DE — Risk / Return Rank
4UBI.DE
AW1P.DE
4UBI.DE vs. AW1P.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 (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.33 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 3.17 | -2.00 |
| Martin ratioReturn relative to average drawdown | 2.16 | 11.65 | -9.48 |
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 | AW1P.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.85 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.69 | +0.15 |
Drawdowns
4UBI.DE vs. AW1P.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, roughly equal to the maximum AW1P.DE drawdown of -23.64%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and AW1P.DE.
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Drawdown Indicators
| 4UBI.DE | AW1P.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -23.64% | -0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -8.07% | -12.14% |
Max Drawdown (3Y)Largest decline over 3 years | -24.63% | -23.64% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | — | — |
Current DrawdownCurrent decline from peak | -2.14% | -0.83% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -5.35% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 2.20% | +8.75% |
Volatility
4UBI.DE vs. AW1P.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) is 3.91%, while UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) has a volatility of 4.21%. This indicates that 4UBI.DE experiences smaller price fluctuations and is considered to be less risky than AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 4.21% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 10.23% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 13.86% | +11.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 15.73% | +3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 15.73% | +3.09% |
4UBI.DE vs. AW1P.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is lower than AW1P.DE's 0.25% 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%.
Dividends
4UBI.DE vs. AW1P.DE - Dividend Comparison
Neither 4UBI.DE nor AW1P.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.93, 4UBI.DE and AW1P.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, 4UBI.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBI.DE is cheaper with a 0.19% expense ratio, compared with 0.25% for AW1P.DE.
4UBI.DE is categorized as Large Cap Blend Equities, while AW1P.DE is Global Equities. 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.19% for 4UBI.DE and 0.25% for AW1P.DE.
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