4UBI.DE vs. WMOT.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and WMOT.DE (VanEck Morningstar US Wide Moat UCITS ETF A Acc) are both Large Cap Blend Equities funds - 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while WMOT.DE tracks the Morningstar Wide Moat Focus Index. Both are passively managed. Over the past year, 4UBI.DE returned 23.75% vs 13.28% for WMOT.DE. A 0.75 correlation means they provide meaningful diversification when combined. 4UBI.DE charges 0.19%/yr vs 0.46%/yr for WMOT.DE.
Performance
4UBI.DE vs. WMOT.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 WMOT.DE's 0.30% 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*
- —
WMOT.DE
- 1D
- 0.93%
- 1M
- 4.86%
- YTD
- 0.30%
- 6M
- 0.58%
- 1Y
- 13.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
4UBI.DE vs. WMOT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 25.63% |
WMOT.DE VanEck Morningstar US Wide Moat UCITS ETF A Acc | 0.30% | 1.01% | 18.31% |
Correlation
The correlation between 4UBI.DE and WMOT.DE is 0.69, 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 | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2024 | 0.75 |
The correlation between 4UBI.DE and WMOT.DE has been stable across timeframes, ranging from 0.69 to 0.75 - a consistent structural relationship.
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Return for Risk
4UBI.DE vs. WMOT.DE — Risk / Return Rank
4UBI.DE
WMOT.DE
4UBI.DE vs. WMOT.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 VanEck Morningstar US Wide Moat UCITS ETF A Acc (WMOT.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 | WMOT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.17 | 0.00 |
| Martin ratioReturn relative to average drawdown | 2.16 | 2.98 | -0.81 |
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 | WMOT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.00 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.51 | +0.32 |
Drawdowns
4UBI.DE vs. WMOT.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, roughly equal to the maximum WMOT.DE drawdown of -25.87%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and WMOT.DE.
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Drawdown Indicators
| 4UBI.DE | WMOT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -25.87% | +1.24% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -11.29% | -8.92% |
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 | -2.14% | -4.09% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -5.77% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 4.45% | +6.50% |
Volatility
4UBI.DE vs. WMOT.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 VanEck Morningstar US Wide Moat UCITS ETF A Acc (WMOT.DE) at 3.61%. This indicates that 4UBI.DE's price experiences larger fluctuations and is considered to be riskier than WMOT.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 | WMOT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 3.61% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 9.03% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 13.23% | +12.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 15.42% | +3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 15.42% | +3.40% |
4UBI.DE vs. WMOT.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is lower than WMOT.DE's 0.46% expense ratio.
Dividends
4UBI.DE vs. WMOT.DE - Dividend Comparison
Neither 4UBI.DE nor WMOT.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBI.DE and WMOT.DE have a correlation of 0.69, 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 0.46% for WMOT.DE.
4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while WMOT.DE tracks Morningstar Wide Moat Focus Index. They also come from different issuers: UBS and VanEck. Their fees differ too: 0.19% for 4UBI.DE and 0.46% for WMOT.DE.
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