4UBQ.DE vs. F500.DE
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and F500.DE (Amundi S&P 500 ESG UCITS ETF Acc) are both S&P 500 funds - 4UBQ.DE tracks the S&P 500 ESG while F500.DE tracks the S&P 500 ESG+. Both are passively managed. Over the past 5 years, 4UBQ.DE returned 14.28%/yr vs 14.31%/yr for F500.DE. With a 0.95 correlation, they move nearly in lockstep. 4UBQ.DE charges 0.10%/yr vs 0.12%/yr for F500.DE.
Performance
4UBQ.DE vs. F500.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with 4UBQ.DE having a 12.61% return and F500.DE slightly lower at 12.56%.
4UBQ.DE
- 1D
- 0.00%
- 1M
- 0.40%
- 6M
- 11.61%
- YTD
- 12.61%
- 1Y
- 25.40%
- 3Y*
- 18.93%
- 5Y*
- 14.28%
- 10Y*
- —
F500.DE
- 1D
- 0.04%
- 1M
- 0.45%
- 6M
- 12.00%
- YTD
- 12.56%
- 1Y
- 25.47%
- 3Y*
- 19.12%
- 5Y*
- 14.31%
- 10Y*
- —
4UBQ.DE vs. F500.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 | 12.61% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 7.99% |
F500.DE Amundi S&P 500 ESG UCITS ETF Acc | 12.56% | 5.41% | 31.71% | 24.10% | -14.24% | 43.57% | 9.71% |
Correlation
The correlation between 4UBQ.DE and F500.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2020 | 0.95 |
The correlation between 4UBQ.DE and F500.DE has been stable across timeframes, ranging from 0.95 to 0.99 - a consistent structural relationship.
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Return for Risk
4UBQ.DE vs. F500.DE — Risk / Return Rank
4UBQ.DE
F500.DE
4UBQ.DE vs. F500.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 Amundi S&P 500 ESG UCITS ETF Acc (F500.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.
| 4UBQ.DE | F500.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.39 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.68 | 3.46 | +0.22 |
| Martin ratioReturn relative to average drawdown | 14.09 | 13.28 | +0.81 |
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Drawdowns
4UBQ.DE vs. F500.DE - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum F500.DE drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and F500.DE.
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Drawdown Indicators
| 4UBQ.DE | F500.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -33.80% | +10.45% |
Max Drawdown (1Y)Largest decline over 1 year | -6.93% | -7.33% | +0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -23.35% | -23.49% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -23.49% | +0.14% |
Current DrawdownCurrent decline from peak | -0.53% | -0.53% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.93% | -4.58% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.91% | -0.10% |
Volatility
4UBQ.DE vs. F500.DE - Volatility Comparison
The current volatility for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) is 2.42%, while Amundi S&P 500 ESG UCITS ETF Acc (F500.DE) has a volatility of 2.56%. This indicates that 4UBQ.DE experiences smaller price fluctuations and is considered to be less risky than F500.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 | F500.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 2.56% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.06% | 8.13% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 11.99% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 15.36% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.43% | 16.92% | -1.49% |
4UBQ.DE vs. F500.DE - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is lower than F500.DE's 0.12% 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. F500.DE - Dividend Comparison
Neither 4UBQ.DE nor F500.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.99, 4UBQ.DE and F500.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.12% for F500.DE.
4UBQ.DE tracks S&P 500 ESG, while F500.DE tracks S&P 500 ESG+. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.10% for 4UBQ.DE and 0.12% for F500.DE.
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