4UBI.DE vs. SPYI
Compare and contrast key facts about UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) and NEOS S&P 500 High Income ETF (SPYI).
4UBI.DE and SPYI 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. SPYI is an actively managed fund by Neos. It was launched on Aug 29, 2022.
Performance
4UBI.DE vs. SPYI - Performance Comparison
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4UBI.DE vs. SPYI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | -4.55% | -1.05% | 26.19% | 28.05% | -10.26% |
SPYI NEOS S&P 500 High Income ETF | -1.09% | 2.82% | 26.89% | 14.55% | -8.73% |
Different Trading Currencies
4UBI.DE is traded in EUR, while SPYI is traded in USD. To make them comparable, the SPYI 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 SPYI's -1.09% 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*
- —
SPYI
- 1D
- 0.00%
- 1M
- -2.62%
- YTD
- -1.09%
- 6M
- 1.93%
- 1Y
- 8.74%
- 3Y*
- 12.05%
- 5Y*
- —
- 10Y*
- —
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4UBI.DE vs. SPYI - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is lower than SPYI's 0.68% expense ratio.
Return for Risk
4UBI.DE vs. SPYI — Risk / Return Rank
4UBI.DE
SPYI
4UBI.DE vs. SPYI - 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 NEOS S&P 500 High Income ETF (SPYI). 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 | SPYI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.47 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.44 | 0.76 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.66 | -0.45 |
Martin ratioReturn relative to average drawdown | 0.42 | 3.03 | -2.61 |
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 | SPYI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.47 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.62 | +0.05 |
Correlation
The correlation between 4UBI.DE and SPYI is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
4UBI.DE vs. SPYI - Dividend Comparison
4UBI.DE has not paid dividends to shareholders, while SPYI's dividend yield for the trailing twelve months is around 12.41%.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYI NEOS S&P 500 High Income ETF | 12.41% | 11.70% | 12.04% | 12.01% | 4.10% |
Drawdowns
4UBI.DE vs. SPYI - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, which is greater than SPYI's maximum drawdown of -21.83%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and SPYI.
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Drawdown Indicators
| 4UBI.DE | SPYI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -16.47% | -8.16% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -7.72% | -12.49% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | — | — |
Current DrawdownCurrent decline from peak | -18.34% | -4.36% | -13.98% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -1.86% | -5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.19% | 2.13% | +8.06% |
Volatility
4UBI.DE vs. SPYI - Volatility Comparison
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a higher volatility of 4.38% compared to NEOS S&P 500 High Income ETF (SPYI) at 4.14%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than SPYI 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 | SPYI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 4.14% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 23.49% | 8.75% | +14.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.99% | 18.73% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.08% | 14.14% | +4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 14.14% | +4.79% |