4UBQ.DE vs. 2B7B.DE
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and 2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) are both exchange-traded funds - 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG, while 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index. Both are passively managed. Over the past 5 years, 4UBQ.DE returned 15.51%/yr vs 5.89%/yr for 2B7B.DE. A 0.63 correlation means they provide meaningful diversification when combined. 4UBQ.DE charges 0.10%/yr vs 0.15%/yr for 2B7B.DE.
Performance
4UBQ.DE vs. 2B7B.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 4UBQ.DE achieves a 11.15% return, which is significantly lower than 2B7B.DE's 12.98% return.
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
2B7B.DE
- 1D
- -0.32%
- 1M
- -0.26%
- YTD
- 12.98%
- 6M
- 16.62%
- 1Y
- 16.36%
- 3Y*
- 8.06%
- 5Y*
- 5.89%
- 10Y*
- —
4UBQ.DE vs. 2B7B.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 12.98% | -1.07% | 5.24% | 8.58% | -7.10% | 39.56% | 15.00% |
Correlation
The correlation between 4UBQ.DE and 2B7B.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.63 |
Over the past year, the correlation between 4UBQ.DE and 2B7B.DE has dropped to 0.43 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
4UBQ.DE vs. 2B7B.DE — Risk / Return Rank
4UBQ.DE
2B7B.DE
4UBQ.DE vs. 2B7B.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.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.
| 4UBQ.DE | 2B7B.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.42 | ||
| Sortino ratioReturn per unit of downside risk | +1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.18 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | 1.58 | +2.52 |
| Martin ratioReturn relative to average drawdown | 15.73 | 4.68 | +11.05 |
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
| 4UBQ.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 1.04 | +1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.34 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.45 | +0.66 |
Drawdowns
4UBQ.DE vs. 2B7B.DE - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum 2B7B.DE drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and 2B7B.DE.
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Drawdown Indicators
| 4UBQ.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -34.61% | +11.26% |
Max Drawdown (1Y)Largest decline over 1 year | -6.93% | -10.19% | +3.26% |
Max Drawdown (3Y)Largest decline over 3 years | -23.35% | -24.54% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -24.54% | +1.19% |
Current DrawdownCurrent decline from peak | 0.00% | -2.44% | +2.44% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -6.21% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 3.44% | -1.63% |
Volatility
4UBQ.DE vs. 2B7B.DE - Volatility Comparison
The current volatility for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) is 2.81%, while iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a volatility of 4.84%. This indicates that 4UBQ.DE experiences smaller price fluctuations and is considered to be less risky than 2B7B.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 4UBQ.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 4.84% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 12.31% | -4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 15.43% | -3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 17.20% | -1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 19.16% | -3.77% |
4UBQ.DE vs. 2B7B.DE - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is lower than 2B7B.DE's 0.15% 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
4UBQ.DE vs. 2B7B.DE - Dividend Comparison
Neither 4UBQ.DE nor 2B7B.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBQ.DE and 2B7B.DE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for 2B7B.DE.
4UBQ.DE is categorized as S&P 500, while 2B7B.DE is Materials. 4UBQ.DE tracks S&P 500 ESG, while 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.10% for 4UBQ.DE and 0.15% for 2B7B.DE.
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