4UBQ.DE vs. AW1C.DE
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) are both S&P 500 funds from UBS - 4UBQ.DE tracks the S&P 500 ESG while AW1C.DE tracks the S&P 500® ESG Elite. Both are passively managed. Over the past 5 years, 4UBQ.DE returned 15.51%/yr vs 15.78%/yr for AW1C.DE. Their correlation of 0.94 suggests significant overlap in exposure. 4UBQ.DE charges 0.10%/yr vs 0.15%/yr for AW1C.DE.
Performance
4UBQ.DE vs. AW1C.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 AW1C.DE's 21.11% return.
4UBQ.DE
- 1D
- 0.58%
- 1M
- 5.42%
- YTD
- 11.15%
- 6M
- 11.64%
- 1Y
- 28.57%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
AW1C.DE
- 1D
- -0.12%
- 1M
- 11.53%
- YTD
- 21.11%
- 6M
- 23.44%
- 1Y
- 39.49%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
4UBQ.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 33.00% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.11% | 6.94% | 24.89% | 24.93% | -14.50% | 30.17% |
Correlation
The correlation between 4UBQ.DE and AW1C.DE is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.94 |
The correlation between 4UBQ.DE and AW1C.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
4UBQ.DE vs. AW1C.DE — Risk / Return Rank
4UBQ.DE
AW1C.DE
4UBQ.DE vs. AW1C.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 UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.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 | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.48 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | 2.33 | +1.77 |
| Martin ratioReturn relative to average drawdown | 15.73 | 4.43 | +11.30 |
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 | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 1.56 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.85 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.92 | +0.19 |
Drawdowns
4UBQ.DE vs. AW1C.DE - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, roughly equal to the maximum AW1C.DE drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and AW1C.DE.
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Drawdown Indicators
| 4UBQ.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -22.40% | -0.95% |
Max Drawdown (1Y)Largest decline over 1 year | -6.93% | -16.86% | +9.93% |
Max Drawdown (3Y)Largest decline over 3 years | -23.35% | -22.40% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -22.40% | -0.95% |
Current DrawdownCurrent decline from peak | 0.00% | -0.12% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -5.82% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 8.90% | -7.09% |
Volatility
4UBQ.DE vs. AW1C.DE - Volatility Comparison
The current volatility for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) is 2.81%, while UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a volatility of 3.81%. This indicates that 4UBQ.DE experiences smaller price fluctuations and is considered to be less risky than AW1C.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 | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 3.81% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 9.14% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 25.24% | -13.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 18.35% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 18.11% | -2.72% |
4UBQ.DE vs. AW1C.DE - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is lower than AW1C.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. AW1C.DE - Dividend Comparison
Neither 4UBQ.DE nor AW1C.DE has paid dividends to shareholders.
Frequently Asked Questions
4UBQ.DE and AW1C.DE have a correlation of 0.88, 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 AW1C.DE.
4UBQ.DE tracks S&P 500 ESG, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.10% for 4UBQ.DE and 0.15% for AW1C.DE.
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