4UBQ.DE vs. VUAG.L
Compare and contrast key facts about UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
4UBQ.DE and VUAG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 4UBQ.DE is a passively managed fund by UBS that tracks the performance of the S&P 500 ESG. It was launched on Apr 18, 2019. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019. Both 4UBQ.DE and VUAG.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 4UBQ.DE or VUAG.L.
Key characteristics
| 4UBQ.DE | VUAG.L | |
|---|---|---|
| YTD Return | 13.45% | 12.36% |
| 1Y Return | 29.81% | 28.63% |
| 3Y Return (Ann) | 8.17% | 14.10% |
| 5Y Return (Ann) | 13.87% | 14.72% |
| Sharpe Ratio | 2.54 | 0.80 |
| Daily Std Dev | 10.79% | 32.90% |
| Max Drawdown | -32.93% | -25.61% |
| Current Drawdown | 0.00% | -6.23% |
Correlation
The correlation between 4UBQ.DE and VUAG.L is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
4UBQ.DE vs. VUAG.L - Performance Comparison
In the year-to-date period, 4UBQ.DE achieves a 13.45% return, which is significantly higher than VUAG.L's 12.36% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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4UBQ.DE vs. VUAG.L - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is higher than VUAG.L's 0.07% 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%.
Risk-Adjusted Performance
4UBQ.DE vs. VUAG.L - Risk-Adjusted Performance 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 Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L). 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.
Dividends
4UBQ.DE vs. VUAG.L - Dividend Comparison
Neither 4UBQ.DE nor VUAG.L has paid dividends to shareholders.
Drawdowns
4UBQ.DE vs. VUAG.L - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -32.93%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
4UBQ.DE vs. VUAG.L - Volatility Comparison
The current volatility for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) is 3.72%, while Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) has a volatility of 4.40%. This indicates that 4UBQ.DE experiences smaller price fluctuations and is considered to be less risky than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.