4UBI.DE vs. UBUR.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds from UBS - 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, 4UBI.DE returned 12.60%/yr vs 6.64%/yr for UBUR.DE. At a 0.41 correlation, their price movements are largely independent. 4UBI.DE charges 0.19%/yr vs 0.18%/yr for UBUR.DE.
Performance
4UBI.DE vs. UBUR.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 UBUR.DE's 0.53% 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*
- —
UBUR.DE
- 1D
- -0.14%
- 1M
- -0.81%
- YTD
- 0.53%
- 6M
- 0.76%
- 1Y
- -1.69%
- 3Y*
- 5.82%
- 5Y*
- 6.64%
- 10Y*
- —
4UBI.DE vs. UBUR.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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.53% | -5.64% | 20.63% | 2.15% | -0.28% | 33.09% | 7.77% |
Correlation
The correlation between 4UBI.DE and UBUR.DE is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.41 |
The correlation between 4UBI.DE and UBUR.DE shifts across timeframes, from -0.00 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
4UBI.DE vs. UBUR.DE — Risk / Return Rank
4UBI.DE
UBUR.DE
4UBI.DE vs. UBUR.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) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.98 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | -0.28 | +1.45 |
| Martin ratioReturn relative to average drawdown | 2.16 | -0.64 | +2.80 |
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 | UBUR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | -0.20 | +1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.81 | +0.03 |
Drawdowns
4UBI.DE vs. UBUR.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, smaller than the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and UBUR.DE.
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Drawdown Indicators
| 4UBI.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -35.34% | +10.71% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -7.81% | -12.40% |
Max Drawdown (3Y)Largest decline over 3 years | -24.63% | -14.40% | -10.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -14.40% | -10.23% |
Current DrawdownCurrent decline from peak | -2.14% | -11.30% | +9.16% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -7.34% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 9.86% | +1.09% |
Volatility
4UBI.DE vs. UBUR.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 UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) at 3.22%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 3.22% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 7.37% | +2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 10.99% | +14.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 15.76% | +3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 19.45% | -0.63% |
4UBI.DE vs. UBUR.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is higher than UBUR.DE's 0.18% 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. UBUR.DE - Dividend Comparison
4UBI.DE has not paid dividends to shareholders, while UBUR.DE's dividend yield for the trailing twelve months is around 1.60%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.60% | 1.87% | 1.44% | 1.39% | 1.28% | 0.93% | 1.62% | 1.40% | 1.37% | 0.68% |
Frequently Asked Questions
4UBI.DE and UBUR.DE have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.DE is cheaper with a 0.18% expense ratio, compared with 0.19% for 4UBI.DE.
4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. Their fees differ too: 0.19% for 4UBI.DE and 0.18% for UBUR.DE.
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