Correlation
The correlation between 4UBQ.DE and XAIX.DE is 0.58, 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. XAIX.DE
Compare and contrast key facts about UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE).
4UBQ.DE and XAIX.DE 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. XAIX.DE is a passively managed fund by Xtrackers that tracks the performance of the Nasdaq Global Artificial Intelligence and Big Data. It was launched on Jan 29, 2019. Both 4UBQ.DE and XAIX.DE 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 XAIX.DE.
Performance
4UBQ.DE vs. XAIX.DE - Performance Comparison
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Key characteristics
4UBQ.DE:
0.24
XAIX.DE:
0.61
4UBQ.DE:
0.50
XAIX.DE:
1.08
4UBQ.DE:
1.07
XAIX.DE:
1.15
4UBQ.DE:
0.23
XAIX.DE:
0.63
4UBQ.DE:
0.72
XAIX.DE:
1.88
4UBQ.DE:
7.52%
XAIX.DE:
9.23%
4UBQ.DE:
18.75%
XAIX.DE:
24.40%
4UBQ.DE:
-23.35%
XAIX.DE:
-33.08%
4UBQ.DE:
-12.51%
XAIX.DE:
-11.20%
Returns By Period
In the year-to-date period, 4UBQ.DE achieves a -9.83% return, which is significantly lower than XAIX.DE's -4.18% return.
4UBQ.DE
-9.83%
6.31%
-11.22%
4.61%
11.27%
N/A
N/A
XAIX.DE
-4.18%
9.80%
-4.73%
14.79%
20.82%
20.09%
N/A
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4UBQ.DE vs. XAIX.DE - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is lower than XAIX.DE's 0.35% expense ratio.
Risk-Adjusted Performance
4UBQ.DE vs. XAIX.DE — Risk-Adjusted Performance Rank
4UBQ.DE
XAIX.DE
4UBQ.DE vs. XAIX.DE - 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 Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.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.
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Dividends
4UBQ.DE vs. XAIX.DE - Dividend Comparison
Neither 4UBQ.DE nor XAIX.DE has paid dividends to shareholders.
Drawdowns
4UBQ.DE vs. XAIX.DE - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, smaller than the maximum XAIX.DE drawdown of -33.08%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and XAIX.DE.
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Volatility
4UBQ.DE vs. XAIX.DE - Volatility Comparison
The current volatility for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) is 6.11%, while Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) has a volatility of 6.77%. This indicates that 4UBQ.DE experiences smaller price fluctuations and is considered to be less risky than XAIX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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