4UBQ.DE vs. UBU9.DE
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) are both S&P 500 funds from UBS - 4UBQ.DE tracks the S&P 500 ESG while UBU9.DE tracks the S&P 500. Both are passively managed. Over the past 5 years, 4UBQ.DE returned 15.51%/yr vs 14.63%/yr for UBU9.DE. With a 0.98 correlation, they move nearly in lockstep. 4UBQ.DE charges 0.10%/yr vs 0.03%/yr for UBU9.DE.
Performance
4UBQ.DE vs. UBU9.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 4UBQ.DE having a 11.15% return and UBU9.DE slightly higher at 11.29%.
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
UBU9.DE
- 1D
- -0.13%
- 1M
- 5.22%
- YTD
- 11.29%
- 6M
- 11.31%
- 1Y
- 25.49%
- 3Y*
- 18.75%
- 5Y*
- 14.63%
- 10Y*
- 14.73%
4UBQ.DE vs. UBU9.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% |
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 11.29% | 4.68% | 32.18% | 22.24% | -14.31% | 40.34% | 9.49% |
Correlation
The correlation between 4UBQ.DE and UBU9.DE is 0.96 - 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 | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.98 |
The correlation between 4UBQ.DE and UBU9.DE has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.
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Return for Risk
4UBQ.DE vs. UBU9.DE — Risk / Return Rank
4UBQ.DE
UBU9.DE
4UBQ.DE vs. UBU9.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 Core S&P 500 UCITS ETF USD dis (UBU9.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 | UBU9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.41 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | 3.53 | +0.58 |
| Martin ratioReturn relative to average drawdown | 15.73 | 12.53 | +3.20 |
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 | UBU9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 2.20 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.95 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.91 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.94 | +0.17 |
Drawdowns
4UBQ.DE vs. UBU9.DE - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum UBU9.DE drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and UBU9.DE.
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Drawdown Indicators
| 4UBQ.DE | UBU9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -33.82% | +10.47% |
Max Drawdown (1Y)Largest decline over 1 year | -6.93% | -7.19% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -23.35% | -23.30% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -23.30% | -0.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.82% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.45% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -4.01% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 2.03% | -0.22% |
Volatility
4UBQ.DE vs. UBU9.DE - Volatility Comparison
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) has a higher volatility of 2.81% compared to UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) at 2.66%. This indicates that 4UBQ.DE's price experiences larger fluctuations and is considered to be riskier than UBU9.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 | UBU9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 2.66% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 7.60% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 11.55% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 15.21% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 16.10% | -0.71% |
4UBQ.DE vs. UBU9.DE - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is higher than UBU9.DE's 0.03% expense ratio. However, 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. UBU9.DE - Dividend Comparison
4UBQ.DE has not paid dividends to shareholders, while UBU9.DE's dividend yield for the trailing twelve months is around 0.80%.
| 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% |
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 0.80% | 0.90% | 0.88% | 1.05% | 1.22% | 0.75% | 1.23% | 1.21% | 1.30% | 1.35% | 1.51% | 1.38% |
Frequently Asked Questions
With a correlation of 0.96, 4UBQ.DE and UBU9.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, UBU9.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU9.DE is cheaper with a 0.03% expense ratio, compared with 0.10% for 4UBQ.DE.
4UBQ.DE tracks S&P 500 ESG, while UBU9.DE tracks S&P 500. Their fees differ too: 0.10% for 4UBQ.DE and 0.03% for UBU9.DE.
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