ACU2.DE vs. 4UBI.DE
ACU2.DE (Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR) and 4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) are both Large Cap Blend Equities funds - ACU2.DE tracks the MSCI USA ESG Leaders Select 5% Issuer Capped while 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, ACU2.DE returned 12.95%/yr vs 12.60%/yr for 4UBI.DE. With a 0.96 correlation, they move nearly in lockstep. ACU2.DE charges 0.35%/yr vs 0.19%/yr for 4UBI.DE.
Performance
ACU2.DE vs. 4UBI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ACU2.DE achieves a 13.23% return, which is significantly lower than 4UBI.DE's 14.39% return.
ACU2.DE
- 1D
- 0.31%
- 1M
- 6.00%
- YTD
- 13.23%
- 6M
- 13.20%
- 1Y
- 25.76%
- 3Y*
- 16.67%
- 5Y*
- 12.95%
- 10Y*
- 14.18%
4UBI.DE
- 1D
- -0.66%
- 1M
- 6.42%
- YTD
- 14.39%
- 6M
- 13.20%
- 1Y
- 23.80%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
ACU2.DE vs. 4UBI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ACU2.DE Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR | 13.23% | 1.61% | 26.66% | 22.75% | -15.77% | 38.66% | 18.04% |
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 26.19% | 28.05% | -21.21% | 43.58% | 18.50% |
Correlation
The correlation between ACU2.DE and 4UBI.DE is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.96 |
The correlation between ACU2.DE and 4UBI.DE has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
ACU2.DE vs. 4UBI.DE — Risk / Return Rank
ACU2.DE
4UBI.DE
ACU2.DE vs. 4UBI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.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.
| ACU2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.29 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 1.17 | +1.39 |
| Martin ratioReturn relative to average drawdown | 8.85 | 2.16 | +6.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACU2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 0.93 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.65 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.84 | +0.07 |
Drawdowns
ACU2.DE vs. 4UBI.DE - Drawdown Comparison
The maximum ACU2.DE drawdown since its inception was -34.31%, which is greater than 4UBI.DE's maximum drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for ACU2.DE and 4UBI.DE.
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Drawdown Indicators
| ACU2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -24.63% | -9.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | -20.21% | +10.26% |
Max Drawdown (3Y)Largest decline over 3 years | -23.98% | -24.63% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.98% | -24.63% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.14% | +2.14% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -7.53% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 10.95% | -8.07% |
Volatility
ACU2.DE vs. 4UBI.DE - Volatility Comparison
The current volatility for Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) is 3.21%, while UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a volatility of 3.91%. This indicates that ACU2.DE experiences smaller price fluctuations and is considered to be less risky than 4UBI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACU2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 3.91% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 9.67% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.76% | 25.41% | -12.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.47% | 19.14% | -3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.24% | 18.82% | -2.58% |
ACU2.DE vs. 4UBI.DE - Expense Ratio Comparison
ACU2.DE has a 0.35% expense ratio, which is higher than 4UBI.DE's 0.19% expense ratio.
Dividends
ACU2.DE vs. 4UBI.DE - Dividend Comparison
Neither ACU2.DE nor 4UBI.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.95, ACU2.DE and 4UBI.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, 4UBI.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBI.DE is cheaper with a 0.19% expense ratio, compared with 0.35% for ACU2.DE.
ACU2.DE tracks MSCI USA ESG Leaders Select 5% Issuer Capped, while 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.35% for ACU2.DE and 0.19% for 4UBI.DE.
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