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4UBQ.DE vs. UET5.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

4UBQ.DE vs. UET5.DE

Last updated Jun 5, 2026

4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) are both exchange-traded funds - 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG, while UET5.DE is a Europe Equities fund tracking the EURO STOXX® 50 ESG. Both are passively managed. Over the past 5 years, 4UBQ.DE returned 15.51%/yr vs 13.80%/yr for UET5.DE. A 0.65 correlation means they provide meaningful diversification when combined. Both charge a 0.10% expense ratio.

Performance

4UBQ.DE vs. UET5.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE). The values are adjusted to include any dividend payments, if applicable.

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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 UET5.DE's 8.56% 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*
—

UET5.DE

1D
0.78%
1M
5.24%
YTD
8.56%
6M
10.23%
1Y
19.15%
3Y*
18.86%
5Y*
13.80%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

4UBQ.DE vs. UET5.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
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%
UET5.DE
UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist		8.56%25.92%12.78%25.36%-9.35%26.94%7.94%

Correlation

The correlation between 4UBQ.DE and UET5.DE is 0.65, 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

0.65

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.64

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2020

0.65

The correlation between 4UBQ.DE and UET5.DE shifts across timeframes, from 0.55 (3 years) to 0.65 (1 year), reflecting how their relationship changes across market environments.

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UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc

UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist

Often compared with 4UBQ.DE:
4UBQ.DE vs. ESG4UBQ.DE vs. VUAA.L4UBQ.DE vs. VUSA.AS4UBQ.DE vs. SPHQ4UBQ.DE vs. VOO4UBQ.DE vs. VUAG.L4UBQ.DE vs. IUIT.L
Often compared with UET5.DE:
UET5.DE vs. SPMOUET5.DE vs. EUE.LUET5.DE vs. EXW1.DEUET5.DE vs. AW14.DEUET5.DE vs. LYP6.DEUET5.DE vs. EUDV.LUET5.DE vs. IEFM.L

Return for Risk

4UBQ.DE vs. UET5.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
4UBQ.DE
4UBQ.DE Risk / Return Rank: 7979
Overall Rank
4UBQ.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
4UBQ.DE Sortino Ratio Rank: 7676
Sortino Ratio Rank
4UBQ.DE Omega Ratio Rank: 7878
Omega Ratio Rank
4UBQ.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
4UBQ.DE Martin Ratio Rank: 8181
Martin Ratio Rank
UET5.DE
UET5.DE Risk / Return Rank: 3333
Overall Rank
UET5.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
UET5.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
UET5.DE Omega Ratio Rank: 3232
Omega Ratio Rank
UET5.DE Calmar Ratio Rank: 3333
Calmar Ratio Rank
UET5.DE Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

4UBQ.DE vs. UET5.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 (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.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.DEUET5.DEDifference
Sharpe ratioReturn per unit of total volatility
2.47
1.12

+1.34

Sortino ratioReturn per unit of downside risk
3.36
1.74

+1.62

Omega ratioGain probability vs. loss probability

1.46

1.21

+0.25

Calmar ratioReturn relative to maximum drawdown

4.10

1.61

+2.49

Martin ratioReturn relative to average drawdown

15.73

5.64

+10.09

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

4UBQ.DE vs. UET5.DE - Sharpe Ratio Comparison

The current 4UBQ.DE Sharpe Ratio is 2.47, which is higher than the UET5.DE Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of 4UBQ.DE and UET5.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

4UBQ.DEUET5.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

1.12

+1.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

0.79

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

1.11

0.74

+0.36

Drawdowns

4UBQ.DE vs. UET5.DE - Drawdown Comparison

The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum UET5.DE drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and UET5.DE.

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Drawdown Indicators

4UBQ.DEUET5.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.35%

-37.03%

+13.68%

Max Drawdown (1Y)

Largest decline over 1 year

-6.93%

-11.81%

+4.88%

Max Drawdown (3Y)

Largest decline over 3 years

-23.35%

-15.56%

-7.79%

Max Drawdown (5Y)

Largest decline over 5 years

-23.35%

-23.13%

-0.22%

Current Drawdown

Current decline from peak

0.00%

-0.35%

+0.35%

Average Drawdown

Average peak-to-trough decline

-4.02%

-4.98%

+0.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.81%

3.39%

-1.58%

Volatility

4UBQ.DE vs. UET5.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 (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) has a volatility of 5.06%. This indicates that 4UBQ.DE experiences smaller price fluctuations and is considered to be less risky than UET5.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.DEUET5.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.81%

5.06%

-2.25%

Volatility (6M)

Calculated over the trailing 6-month period

7.61%

13.82%

-6.21%

Volatility (1Y)

Calculated over the trailing 1-year period

11.53%

16.97%

-5.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.27%

17.27%

-2.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.39%

19.69%

-4.30%

4UBQ.DE vs. UET5.DE - Expense Ratio Comparison

Both 4UBQ.DE and UET5.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

4UBQ.DE vs. UET5.DE - Dividend Comparison

4UBQ.DE has not paid dividends to shareholders, while UET5.DE's dividend yield for the trailing twelve months is around 2.92%.

PositionTTM202520242023202220212020
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%
UET5.DE
UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist		2.92%2.15%3.28%2.96%3.06%1.90%1.93%

Frequently Asked Questions

4UBQ.DE and UET5.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

4UBQ.DE and UET5.DE have the same expense ratio: 0.10% per year.

4UBQ.DE is categorized as S&P 500, while UET5.DE is Europe Equities. 4UBQ.DE tracks S&P 500 ESG, while UET5.DE tracks EURO STOXX® 50 ESG.

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