4UBI.DE vs. WEBC.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and WEBC.DE (Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist)) are both Large Cap Blend Equities funds - 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while WEBC.DE tracks the MSCI North America ESG Broad CTB Select Index. Both are passively managed. Over the past year, 4UBI.DE returned 25.44% vs 22.93% for WEBC.DE. Their correlation of 0.91 suggests significant overlap in exposure. 4UBI.DE charges 0.19%/yr vs 0.15%/yr for WEBC.DE.
Performance
4UBI.DE vs. WEBC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 4UBI.DE achieves a 17.23% return, which is significantly higher than WEBC.DE's 12.50% return.
4UBI.DE
- 1D
- 0.00%
- 1M
- 1.50%
- 6M
- 15.99%
- YTD
- 17.23%
- 1Y
- 25.44%
- 3Y*
- 16.59%
- 5Y*
- 11.81%
- 10Y*
- —
WEBC.DE
- 1D
- 0.29%
- 1M
- 1.72%
- 6M
- 11.85%
- YTD
- 12.50%
- 1Y
- 22.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
4UBI.DE vs. WEBC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 17.23% | -1.05% | 26.19% | 8.57% |
WEBC.DE Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) | 12.50% | 3.77% | 30.70% | 6.86% |
Correlation
The correlation between 4UBI.DE and WEBC.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 (All Time) Calculated using the full available price history since Nov 10, 2023 | 0.91 |
The correlation between 4UBI.DE and WEBC.DE has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.
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Return for Risk
4UBI.DE vs. WEBC.DE — Risk / Return Rank
4UBI.DE
WEBC.DE
4UBI.DE vs. WEBC.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 Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 4UBI.DE | WEBC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 2.83 | -1.57 |
| Martin ratioReturn relative to average drawdown | 2.33 | 9.78 | -7.45 |
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Drawdowns
4UBI.DE vs. WEBC.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, roughly equal to the maximum WEBC.DE drawdown of -23.69%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and WEBC.DE.
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Drawdown Indicators
| 4UBI.DE | WEBC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -23.69% | -0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -8.07% | -12.14% |
Max Drawdown (3Y)Largest decline over 3 years | -24.63% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | — | — |
Current DrawdownCurrent decline from peak | -1.37% | -0.11% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -3.32% | -4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 2.34% | +8.59% |
Volatility
4UBI.DE vs. WEBC.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a higher volatility of 4.28% compared to Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.DE) at 2.78%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than WEBC.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 | WEBC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 2.78% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 8.15% | +2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.86% | 12.21% | +13.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.26% | 14.63% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 14.63% | +3.75% |
4UBI.DE vs. WEBC.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is higher than WEBC.DE's 0.15% 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. WEBC.DE - Dividend Comparison
4UBI.DE has not paid dividends to shareholders, while WEBC.DE's dividend yield for the trailing twelve months is around 0.77%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% |
WEBC.DE Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) | 0.77% | 0.99% | 0.75% |
Frequently Asked Questions
4UBI.DE and WEBC.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, WEBC.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WEBC.DE is cheaper with a 0.15% expense ratio, compared with 0.19% for 4UBI.DE.
4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while WEBC.DE tracks MSCI North America ESG Broad CTB Select Index. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.19% for 4UBI.DE and 0.15% for WEBC.DE.
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