AW11.DE vs. 4UBQ.DE
AW11.DE (UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) Acc) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - AW11.DE is a Global Equities fund tracking the Solactive UBS Climate Aware Global Developed Equity CTB, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, AW11.DE returned 11.56%/yr vs 15.51%/yr for 4UBQ.DE. Their correlation of 0.93 suggests significant overlap in exposure. AW11.DE charges 0.19%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
AW11.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW11.DE achieves a 9.77% return, which is significantly lower than 4UBQ.DE's 11.15% return.
AW11.DE
- 1D
- 0.07%
- 1M
- 5.23%
- YTD
- 9.77%
- 6M
- 9.99%
- 1Y
- 24.49%
- 3Y*
- 15.28%
- 5Y*
- 11.56%
- 10Y*
- —
4UBQ.DE
- 1D
- 0.58%
- 1M
- 5.42%
- YTD
- 11.15%
- 6M
- 11.64%
- 1Y
- 28.57%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
AW11.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW11.DE UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) Acc | 9.77% | 7.84% | 22.18% | 18.68% | -14.25% | 24.39% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 32.22% |
Correlation
The correlation between AW11.DE and 4UBQ.DE is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2021 | 0.93 |
The correlation between AW11.DE and 4UBQ.DE has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.
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Return for Risk
AW11.DE vs. 4UBQ.DE — Risk / Return Rank
AW11.DE
4UBQ.DE
AW11.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) Acc (AW11.DE) 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.
| AW11.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.46 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.39 | 4.10 | -0.71 |
| Martin ratioReturn relative to average drawdown | 13.65 | 15.73 | -2.08 |
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
| AW11.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | 2.47 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 1.00 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.11 | -0.20 |
Drawdowns
AW11.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum AW11.DE drawdown since its inception was -20.84%, smaller than the maximum 4UBQ.DE drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for AW11.DE and 4UBQ.DE.
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Drawdown Indicators
| AW11.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.84% | -23.35% | +2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -6.93% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -23.35% | +2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -20.84% | -23.35% | +2.51% |
Current DrawdownCurrent decline from peak | -0.15% | 0.00% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -4.02% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 1.81% | -0.02% |
Volatility
AW11.DE vs. 4UBQ.DE - Volatility Comparison
The current volatility for UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) Acc (AW11.DE) is 2.49%, while UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) has a volatility of 2.81%. This indicates that AW11.DE experiences smaller price fluctuations and is considered to be less risky than 4UBQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AW11.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 2.81% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 7.61% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.41% | 11.53% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.44% | 15.27% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.33% | 15.39% | -2.06% |
AW11.DE vs. 4UBQ.DE - Expense Ratio Comparison
AW11.DE has a 0.19% expense ratio, which is higher than 4UBQ.DE's 0.10% 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
AW11.DE vs. 4UBQ.DE - Dividend Comparison
Neither AW11.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
AW11.DE and 4UBQ.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.19% for AW11.DE.
AW11.DE is categorized as Global Equities, while 4UBQ.DE is S&P 500. AW11.DE tracks Solactive UBS Climate Aware Global Developed Equity CTB, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.19% for AW11.DE and 0.10% for 4UBQ.DE.
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