4UBI.DE vs. EXI3.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) are both Large Cap Blend Equities funds - 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while EXI3.DE tracks the Dow Jones Industrial Average. Both are passively managed. Over the past 5 years, 4UBI.DE returned 12.60%/yr vs 10.15%/yr for EXI3.DE. Their correlation of 0.83 suggests significant overlap in exposure. 4UBI.DE charges 0.19%/yr vs 0.51%/yr for EXI3.DE.
Performance
4UBI.DE vs. EXI3.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 EXI3.DE's 7.97% return.
4UBI.DE
- 1D
- -0.66%
- 1M
- 6.42%
- YTD
- 14.39%
- 6M
- 13.20%
- 1Y
- 23.80%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
EXI3.DE
- 1D
- 1.20%
- 1M
- 4.70%
- YTD
- 7.97%
- 6M
- 8.07%
- 1Y
- 20.04%
- 3Y*
- 13.03%
- 5Y*
- 10.15%
- 10Y*
- 11.97%
4UBI.DE vs. EXI3.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% |
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 7.97% | 1.60% | 20.65% | 11.22% | -3.15% | 31.43% | 12.92% |
Correlation
The correlation between 4UBI.DE and EXI3.DE is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.83 |
The correlation between 4UBI.DE and EXI3.DE has been stable across timeframes, ranging from 0.74 to 0.83 - a consistent structural relationship.
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Return for Risk
4UBI.DE vs. EXI3.DE — Risk / Return Rank
4UBI.DE
EXI3.DE
4UBI.DE vs. EXI3.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 iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.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 | EXI3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 2.66 | -1.49 |
| Martin ratioReturn relative to average drawdown | 2.16 | 8.77 | -6.60 |
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 | EXI3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.64 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.71 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.40 | +0.44 |
Drawdowns
4UBI.DE vs. EXI3.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, smaller than the maximum EXI3.DE drawdown of -53.00%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and EXI3.DE.
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Drawdown Indicators
| 4UBI.DE | EXI3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -53.00% | +28.37% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -7.45% | -12.76% |
Max Drawdown (3Y)Largest decline over 3 years | -24.63% | -21.22% | -3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -21.22% | -3.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.35% | — |
Current DrawdownCurrent decline from peak | -2.14% | 0.00% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -13.52% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 2.26% | +8.69% |
Volatility
4UBI.DE vs. EXI3.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 iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) at 2.86%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than EXI3.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 | EXI3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 2.86% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 8.40% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 12.05% | +13.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 14.08% | +5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 16.06% | +2.76% |
4UBI.DE vs. EXI3.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is lower than EXI3.DE's 0.51% expense ratio.
Dividends
4UBI.DE vs. EXI3.DE - Dividend Comparison
4UBI.DE has not paid dividends to shareholders, while EXI3.DE's dividend yield for the trailing twelve months is around 0.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA 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% |
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.59% | 0.63% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% |
Frequently Asked Questions
4UBI.DE and EXI3.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.51% for EXI3.DE.
4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while EXI3.DE tracks Dow Jones Industrial Average. They also come from different issuers: UBS and iShares. Their fees differ too: 0.19% for 4UBI.DE and 0.51% for EXI3.DE.
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