4UBI.DE vs. FLXU.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and FLXU.DE (Franklin U.S. Equity UCITS ETF) are both Large Cap Blend Equities funds - 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while FLXU.DE tracks the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, 4UBI.DE returned 12.60%/yr vs 13.12%/yr for FLXU.DE. Their correlation of 0.87 suggests significant overlap in exposure. 4UBI.DE charges 0.19%/yr vs 0.25%/yr for FLXU.DE.
Performance
4UBI.DE vs. FLXU.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 FLXU.DE's 12.87% 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*
- —
FLXU.DE
- 1D
- -0.15%
- 1M
- 4.09%
- YTD
- 12.87%
- 6M
- 12.35%
- 1Y
- 26.95%
- 3Y*
- 15.56%
- 5Y*
- 13.12%
- 10Y*
- —
4UBI.DE vs. FLXU.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% |
FLXU.DE Franklin U.S. Equity UCITS ETF | 12.87% | 8.49% | 16.79% | 11.05% | -3.81% | 38.42% | 11.39% |
Correlation
The correlation between 4UBI.DE and FLXU.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.87 |
The correlation between 4UBI.DE and FLXU.DE has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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Return for Risk
4UBI.DE vs. FLXU.DE — Risk / Return Rank
4UBI.DE
FLXU.DE
4UBI.DE vs. FLXU.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 Franklin U.S. Equity UCITS ETF (FLXU.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 | FLXU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.41 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 4.70 | -3.53 |
| Martin ratioReturn relative to average drawdown | 2.16 | 17.09 | -14.92 |
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 | FLXU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 2.23 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.94 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.90 | -0.06 |
Drawdowns
4UBI.DE vs. FLXU.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, smaller than the maximum FLXU.DE drawdown of -32.92%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and FLXU.DE.
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Drawdown Indicators
| 4UBI.DE | FLXU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -32.92% | +8.29% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -5.76% | -14.45% |
Max Drawdown (3Y)Largest decline over 3 years | -24.63% | -23.04% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -23.04% | -1.59% |
Current DrawdownCurrent decline from peak | -2.14% | -0.15% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -3.92% | -3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 1.59% | +9.36% |
Volatility
4UBI.DE vs. FLXU.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 Franklin U.S. Equity UCITS ETF (FLXU.DE) at 3.43%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than FLXU.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 | FLXU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 3.43% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 8.59% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 12.12% | +13.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 13.86% | +5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 15.48% | +3.34% |
4UBI.DE vs. FLXU.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is lower than FLXU.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. FLXU.DE - Dividend Comparison
Neither 4UBI.DE nor FLXU.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBI.DE and FLXU.DE have a correlation of 0.82, 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 0.25% for FLXU.DE.
4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while FLXU.DE tracks Russell 1000 TR USD. They also come from different issuers: UBS and Franklin Templeton. Their fees differ too: 0.19% for 4UBI.DE and 0.25% for FLXU.DE.
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