4UBQ.DE vs. UBUS.DE
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and UBUS.DE (UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis) are both exchange-traded funds - 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG, while UBUS.DE is a Large Cap Value Equities fund tracking the MSCI USA Prime Value. Both are passively managed. Over the past 5 years, 4UBQ.DE returned 15.51%/yr vs 8.96%/yr for UBUS.DE. A 0.77 correlation means they provide meaningful diversification when combined. 4UBQ.DE charges 0.10%/yr vs 0.25%/yr for UBUS.DE.
Performance
4UBQ.DE vs. UBUS.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 higher than UBUS.DE's 7.74% 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*
- —
UBUS.DE
- 1D
- 0.62%
- 1M
- 3.91%
- YTD
- 7.74%
- 6M
- 8.30%
- 1Y
- 17.28%
- 3Y*
- 10.15%
- 5Y*
- 8.96%
- 10Y*
- 11.26%
4UBQ.DE vs. UBUS.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% |
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 7.74% | 0.31% | 13.88% | 12.22% | -2.99% | 41.06% | 13.65% |
Correlation
The correlation between 4UBQ.DE and UBUS.DE is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.77 |
The correlation between 4UBQ.DE and UBUS.DE shifts across timeframes, from 0.63 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
4UBQ.DE vs. UBUS.DE — Risk / Return Rank
4UBQ.DE
UBUS.DE
4UBQ.DE vs. UBUS.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) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.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 | UBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.25 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | 2.76 | +1.34 |
| Martin ratioReturn relative to average drawdown | 15.73 | 8.74 | +6.99 |
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 | UBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 1.46 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.60 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.67 | +0.44 |
Drawdowns
4UBQ.DE vs. UBUS.DE - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum UBUS.DE drawdown of -34.63%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and UBUS.DE.
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Drawdown Indicators
| 4UBQ.DE | UBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -34.63% | +11.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.93% | -6.23% | -0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -23.35% | -21.86% | -1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -21.86% | -1.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.63% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -5.15% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.97% | -0.16% |
Volatility
4UBQ.DE vs. UBUS.DE - Volatility Comparison
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.DE) have volatilities of 2.81% and 2.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 4UBQ.DE | UBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 2.90% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 7.97% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 11.80% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 14.73% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 16.37% | -0.98% |
4UBQ.DE vs. UBUS.DE - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is lower than UBUS.DE's 0.25% 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. UBUS.DE - Dividend Comparison
4UBQ.DE has not paid dividends to shareholders, while UBUS.DE's dividend yield for the trailing twelve months is around 0.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 0.98% | 1.14% | 0.61% | 1.38% | 1.52% | 1.30% | 1.66% | 1.17% | 1.58% | 1.42% | 1.28% |
Frequently Asked Questions
4UBQ.DE and UBUS.DE have a correlation of 0.63, 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 0.25% for UBUS.DE.
4UBQ.DE is categorized as S&P 500, while UBUS.DE is Large Cap Value Equities. 4UBQ.DE tracks S&P 500 ESG, while UBUS.DE tracks MSCI USA Prime Value. Their fees differ too: 0.10% for 4UBQ.DE and 0.25% for UBUS.DE.
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