4UBI.DE vs. BBUS.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while BBUS.DE tracks the Morningstar US Target Market Exposure. Both are passively managed. Over the past 5 years, 4UBI.DE returned 12.60%/yr vs 14.33%/yr for BBUS.DE. Their correlation of 0.94 suggests significant overlap in exposure. 4UBI.DE charges 0.19%/yr vs 0.05%/yr for BBUS.DE.
Performance
4UBI.DE vs. BBUS.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 4UBI.DE achieves a 14.39% return, which is significantly higher than BBUS.DE's 11.12% return.
4UBI.DE
- 1D
- -0.66%
- 1M
- 8.11%
- YTD
- 14.39%
- 6M
- 13.96%
- 1Y
- 23.75%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
BBUS.DE
- 1D
- -0.05%
- 1M
- 5.27%
- YTD
- 11.12%
- 6M
- 11.08%
- 1Y
- 25.05%
- 3Y*
- 18.93%
- 5Y*
- 14.33%
- 10Y*
- —
4UBI.DE vs. BBUS.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 | 14.39% | -1.05% | 26.19% | 28.05% | -21.21% | 43.58% | 18.50% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 32.23% | 23.40% | -15.59% | 38.84% | 17.84% |
Correlation
The correlation between 4UBI.DE and BBUS.DE is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.94 |
The correlation between 4UBI.DE and BBUS.DE has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.
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Return for Risk
4UBI.DE vs. BBUS.DE — Risk / Return Rank
4UBI.DE
BBUS.DE
4UBI.DE vs. BBUS.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 JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.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 | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.40 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 3.38 | -2.21 |
| Martin ratioReturn relative to average drawdown | 2.16 | 11.81 | -9.64 |
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 | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 2.14 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.92 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.88 | -0.05 |
Drawdowns
4UBI.DE vs. BBUS.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, smaller than the maximum BBUS.DE drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and BBUS.DE.
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Drawdown Indicators
| 4UBI.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -34.09% | +9.46% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -7.38% | -12.83% |
Max Drawdown (3Y)Largest decline over 3 years | -24.63% | -23.46% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -23.46% | -1.17% |
Current DrawdownCurrent decline from peak | -2.14% | -0.37% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -4.79% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 2.12% | +8.83% |
Volatility
4UBI.DE vs. BBUS.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a higher volatility of 3.91% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) at 2.68%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than BBUS.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 | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 2.68% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 7.68% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 11.64% | +13.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 15.34% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 17.18% | +1.64% |
4UBI.DE vs. BBUS.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is higher than BBUS.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
4UBI.DE vs. BBUS.DE - Dividend Comparison
Neither 4UBI.DE nor BBUS.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBI.DE and BBUS.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS.DE is cheaper with a 0.05% expense ratio, compared with 0.19% for 4UBI.DE.
4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while BBUS.DE tracks Morningstar US Target Market Exposure. They also come from different issuers: UBS and JPMorgan. Their fees differ too: 0.19% for 4UBI.DE and 0.05% for BBUS.DE.
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