AMTR vs. 4UBQ.DE

Last updated Jun 4, 2026

AMTR (ETRACS Alerian Midstream Energy Total Return Index ETN) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - AMTR is a MLPs fund tracking the Alerian Midstream Energy Index, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. At a 0.29 correlation, their price movements are largely independent. AMTR charges 0.75%/yr vs 0.10%/yr for 4UBQ.DE.

Performance

AMTR vs. 4UBQ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

AMTR is traded in USD, while 4UBQ.DE is traded in EUR. To make them comparable, the 4UBQ.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

AMTR

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

4UBQ.DE

• 1D: -0.75%
• 1M: 4.84%
• YTD: 9.18%
• 6M: 10.25%
• 1Y: 30.66%
• 3Y*: 21.74%
• 5Y*: 14.30%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AMTR vs. 4UBQ.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
AMTR ETRACS Alerian Midstream Energy Total Return Index ETN	0.00%	0.00%	44.68%	12.75%	20.41%	36.99%	15.24%
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc	9.18%	18.98%	23.52%	27.95%	-18.66%	32.29%	8.26%

Correlation

The correlation between AMTR and 4UBQ.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.30
Correlation (All Time) Calculated using the full available price history since Oct 22, 2020	0.29

The correlation between AMTR and 4UBQ.DE shifts across timeframes, from 0.15 (3 years) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

AMTR vs. 4UBQ.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

4UBQ.DE

4UBQ.DE Risk / Return Rank: 76
4UBQ.DE Sharpe Ratio Rank: 74
4UBQ.DE Sortino Ratio Rank: 73
4UBQ.DE Omega Ratio Rank: 75
4UBQ.DE Calmar Ratio Rank: 79
4UBQ.DE Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMTR vs. 4UBQ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AMTR	4UBQ.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.65	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.88	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.08	—

Drawdowns

Drawdown Indicators

	AMTR	4UBQ.DE	Difference
Max Drawdown Largest peak-to-trough decline	—	-24.03%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.88%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.09%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.03%	—
Current Drawdown Current decline from peak	—	-0.79%	—
Average Drawdown Average peak-to-trough decline	—	-4.86%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.03%	—

Volatility

Volatility by Period

	AMTR	4UBQ.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.17%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	11.55%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.04%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.14%	—

AMTR vs. 4UBQ.DE - Expense Ratio Comparison

AMTR has a 0.75% expense ratio, which is higher than 4UBQ.DE's 0.10% expense ratio.

Dividends

AMTR vs. 4UBQ.DE - Dividend Comparison

Neither AMTR nor 4UBQ.DE has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both AMTR and 4UBQ.DE in my portfolio?

AMTR and 4UBQ.DE have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AMTR or 4UBQ.DE?

On fees, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AMTR or 4UBQ.DE?

4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.75% for AMTR.

What is the main difference between AMTR and 4UBQ.DE?

AMTR is categorized as MLPs, while 4UBQ.DE is S&P 500. AMTR tracks Alerian Midstream Energy Index, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.75% for AMTR and 0.10% for 4UBQ.DE.