4UBQ.DE vs. ZA30.DE
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) and ZA30.DE (iShares S&P 500 ESG UCITS ETF USD Acc) are both S&P 500 funds tracking the S&P 500 ESG, from UBS and iShares respectively. Both are passively managed. Over the past 3 years, 4UBQ.DE returned 18.50%/yr vs 18.54%/yr for ZA30.DE. With a 0.99 correlation, they move nearly in lockstep. 4UBQ.DE charges 0.10%/yr vs 0.07%/yr for ZA30.DE.
Performance
4UBQ.DE vs. ZA30.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with 4UBQ.DE having a 11.15% return and ZA30.DE slightly higher at 11.16%.
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
ZA30.DE
- 1D
- 0.60%
- 1M
- 5.42%
- YTD
- 11.16%
- 6M
- 11.63%
- 1Y
- 28.62%
- 3Y*
- 18.54%
- 5Y*
- —
- 10Y*
- —
4UBQ.DE vs. ZA30.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -5.82% |
ZA30.DE iShares S&P 500 ESG UCITS ETF USD Acc | 11.16% | 5.34% | 31.19% | 24.10% | -5.78% |
Correlation
The correlation between 4UBQ.DE and ZA30.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2022 | 0.99 |
The correlation between 4UBQ.DE and ZA30.DE has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
4UBQ.DE vs. ZA30.DE — Risk / Return Rank
4UBQ.DE
ZA30.DE
4UBQ.DE vs. ZA30.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 iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.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 | ZA30.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.46 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | 4.12 | -0.02 |
| Martin ratioReturn relative to average drawdown | 15.73 | 15.63 | +0.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| 4UBQ.DE | ZA30.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 2.47 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 1.18 | -0.07 |
Drawdowns
4UBQ.DE vs. ZA30.DE - Drawdown Comparison
The maximum 4UBQ.DE drawdown since its inception was -23.35%, roughly equal to the maximum ZA30.DE drawdown of -23.45%. Use the drawdown chart below to compare losses from any high point for 4UBQ.DE and ZA30.DE.
Loading charts...
Drawdown Indicators
| 4UBQ.DE | ZA30.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -23.45% | +0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -6.93% | -6.91% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -23.35% | -23.45% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -3.22% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.83% | -0.02% |
Volatility
4UBQ.DE vs. ZA30.DE - Volatility Comparison
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) have volatilities of 2.81% and 2.73%, 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.
Loading charts...
Volatility by Period
| 4UBQ.DE | ZA30.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 2.73% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 7.54% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 11.54% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 14.38% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 14.38% | +1.01% |
4UBQ.DE vs. ZA30.DE - Expense Ratio Comparison
4UBQ.DE has a 0.10% expense ratio, which is higher than ZA30.DE'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%.
Dividends
4UBQ.DE vs. ZA30.DE - Dividend Comparison
Neither 4UBQ.DE nor ZA30.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.99, 4UBQ.DE and ZA30.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, ZA30.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZA30.DE is cheaper with a 0.07% expense ratio, compared with 0.10% for 4UBQ.DE.
Both ETFs track S&P 500 ESG. They also come from different issuers: UBS and iShares. Their fees differ too: 0.10% for 4UBQ.DE and 0.07% for ZA30.DE.
Find the right allocation for 4UBQ.DE and ZA30.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer