Correlation
The correlation between 4UBQ.DE and VUSA.AS is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
4UBQ.DE vs. VUSA.AS
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 (VUSA.AS).
4UBQ.DE and VUSA.AS 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. VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012. Both 4UBQ.DE and VUSA.AS 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 VUSA.AS.
Performance
4UBQ.DE vs. VUSA.AS - Performance Comparison
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Key characteristics
4UBQ.DE:
0.24
VUSA.AS:
0.44
4UBQ.DE:
0.50
VUSA.AS:
0.72
4UBQ.DE:
1.07
VUSA.AS:
1.11
4UBQ.DE:
0.23
VUSA.AS:
0.36
4UBQ.DE:
0.72
VUSA.AS:
1.15
4UBQ.DE:
7.52%
VUSA.AS:
7.35%
4UBQ.DE:
18.75%
VUSA.AS:
18.83%
4UBQ.DE:
-23.35%
VUSA.AS:
-33.64%
4UBQ.DE:
-12.51%
VUSA.AS:
-11.57%
Returns By Period
In the year-to-date period, 4UBQ.DE achieves a -9.83% return, which is significantly lower than VUSA.AS's -8.54% return.
4UBQ.DE
-9.83%
6.31%
-11.22%
4.61%
11.27%
N/A
N/A
VUSA.AS
-8.54%
6.79%
-8.77%
8.35%
11.91%
15.30%
12.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
4UBQ.DE vs. VUSA.AS - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is higher than VUSA.AS'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. VUSA.AS — Risk-Adjusted Performance Rank
4UBQ.DE
VUSA.AS
4UBQ.DE vs. VUSA.AS - 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 (VUSA.AS). 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.
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Dividends
4UBQ.DE vs. VUSA.AS - Dividend Comparison
4UBQ.DE has not paid dividends to shareholders, while VUSA.AS's dividend yield for the trailing twelve months is around 1.10%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 1.10% | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% |
Drawdowns
4UBQ.DE vs. VUSA.AS - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum VUSA.AS drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and VUSA.AS.
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Volatility
4UBQ.DE vs. VUSA.AS - Volatility Comparison
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and Vanguard S&P 500 UCITS ETF (VUSA.AS) have volatilities of 6.11% and 5.83%, 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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