4UBQ.DE vs. SPHQ
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and SPHQ (Invesco S&P 500 Quality ETF) are both S&P 500 funds - 4UBQ.DE tracks the S&P 500 ESG while SPHQ tracks the S&P 500 Quality Index. Both are passively managed. Over the past 5 years, 4UBQ.DE returned 15.04%/yr vs 15.24%/yr for SPHQ. A 0.52 correlation means they provide meaningful diversification when combined. 4UBQ.DE charges 0.10%/yr vs 0.15%/yr for SPHQ.
Performance
4UBQ.DE vs. SPHQ - Performance Comparison
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Different Trading Currencies
4UBQ.DE is traded in EUR, while SPHQ is traded in USD. To make them comparable, the SPHQ values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 4UBQ.DE achieves a 12.57% return, which is significantly lower than SPHQ's 20.36% return.
4UBQ.DE
- 1D
- 0.00%
- 1M
- 2.38%
- YTD
- 12.57%
- 6M
- 12.99%
- 1Y
- 31.57%
- 3Y*
- 19.16%
- 5Y*
- 15.04%
- 10Y*
- —
SPHQ
- 1D
- -2.48%
- 1M
- 5.00%
- YTD
- 20.36%
- 6M
- 19.36%
- 1Y
- 28.09%
- 3Y*
- 20.60%
- 5Y*
- 15.24%
- 10Y*
- 15.20%
4UBQ.DE vs. SPHQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 12.57% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 7.99% |
SPHQ Invesco S&P 500 Quality ETF | 20.36% | -0.19% | 33.72% | 21.08% | -10.54% | 37.61% | 8.68% |
Correlation
The correlation between 4UBQ.DE and SPHQ is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2020 | 0.52 |
The correlation between 4UBQ.DE and SPHQ has been stable across timeframes, ranging from 0.46 to 0.54 - a consistent structural relationship.
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Return for Risk
4UBQ.DE vs. SPHQ — Risk / Return Rank
4UBQ.DE
SPHQ
4UBQ.DE vs. SPHQ - 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 Invesco S&P 500 Quality ETF (SPHQ). 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 | SPHQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.39 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.58 | 4.19 | +0.39 |
| Martin ratioReturn relative to average drawdown | 17.57 | 15.63 | +1.94 |
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Drawdowns
4UBQ.DE vs. SPHQ - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum SPHQ drawdown of -52.17%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and SPHQ.
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Drawdown Indicators
| 4UBQ.DE | SPHQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -52.17% | +28.82% |
Max Drawdown (1Y)Largest decline over 1 year | -6.93% | -6.74% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -23.35% | -21.33% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -21.33% | -2.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.93% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.48% | +2.48% |
Average DrawdownAverage peak-to-trough decline | -3.97% | -10.21% | +6.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.80% | 0.00% |
Volatility
4UBQ.DE vs. SPHQ - Volatility Comparison
The current volatility for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) is 3.19%, while Invesco S&P 500 Quality ETF (SPHQ) has a volatility of 5.17%. This indicates that 4UBQ.DE experiences smaller price fluctuations and is considered to be less risky than SPHQ 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 | SPHQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 5.17% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 10.54% | -2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.85% | 13.04% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 16.28% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 18.38% | -2.89% |
4UBQ.DE vs. SPHQ - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is lower than SPHQ'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. SPHQ - Dividend Comparison
4UBQ.DE has not paid dividends to shareholders, while SPHQ's dividend yield for the trailing twelve months is around 1.07%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPHQ Invesco S&P 500 Quality ETF | 1.07% | 1.09% | 1.15% | 1.42% | 1.85% | 1.19% | 1.55% | 1.51% | 1.85% | 1.57% | 1.67% | 2.29% |
Frequently Asked Questions
4UBQ.DE and SPHQ have a correlation of 0.46, 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 SPHQ.
4UBQ.DE tracks S&P 500 ESG, while SPHQ tracks S&P 500 Quality Index. They also come from different issuers: UBS and Invesco. Their fees differ too: 0.10% for 4UBQ.DE and 0.15% for SPHQ.
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