AW15.DE vs. 36B4.DE
AW15.DE (UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc) and 36B4.DE (iShares MSCI Japan SRI UCITS ETF USD Dist) are both Japan Equities funds - AW15.DE tracks the MSCI Japan Climate Paris Aligned while 36B4.DE tracks the MSCI Japan SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, AW15.DE returned 3.15%/yr vs 4.17%/yr for 36B4.DE. Their correlation of 0.90 suggests significant overlap in exposure. AW15.DE charges 0.12%/yr vs 0.20%/yr for 36B4.DE.
Performance
AW15.DE vs. 36B4.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AW15.DE achieves a 8.65% return, which is significantly higher than 36B4.DE's 3.58% return.
AW15.DE
- 1D
- -1.40%
- 1M
- 0.24%
- YTD
- 8.65%
- 6M
- 7.80%
- 1Y
- 22.36%
- 3Y*
- 6.95%
- 5Y*
- 3.15%
- 10Y*
- —
36B4.DE
- 1D
- -0.33%
- 1M
- 4.36%
- YTD
- 3.58%
- 6M
- 3.67%
- 1Y
- 10.86%
- 3Y*
- 5.94%
- 5Y*
- 4.17%
- 10Y*
- —
AW15.DE vs. 36B4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW15.DE UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc | 8.65% | 10.45% | 2.67% | 12.34% | -19.88% | 2.52% |
36B4.DE iShares MSCI Japan SRI UCITS ETF USD Dist | 3.58% | 6.51% | 9.11% | 9.64% | -13.87% | 4.20% |
Correlation
The correlation between AW15.DE and 36B4.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.90 |
The correlation between AW15.DE and 36B4.DE has been stable across timeframes, ranging from 0.82 to 0.90 - 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
AW15.DE vs. 36B4.DE — Risk / Return Rank
AW15.DE
36B4.DE
AW15.DE vs. 36B4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc (AW15.DE) and iShares MSCI Japan SRI UCITS ETF USD Dist (36B4.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.
| AW15.DE | 36B4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.11 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.90 | +0.97 |
| Martin ratioReturn relative to average drawdown | 6.07 | 2.55 | +3.52 |
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
| AW15.DE | 36B4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.54 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.25 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.36 | -0.21 |
Drawdowns
AW15.DE vs. 36B4.DE - Drawdown Comparison
The maximum AW15.DE drawdown since its inception was -27.14%, roughly equal to the maximum 36B4.DE drawdown of -26.99%. Use the drawdown chart below to compare losses from any high point for AW15.DE and 36B4.DE.
Loading charts...
Drawdown Indicators
| AW15.DE | 36B4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -26.99% | -0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -10.89% | -0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -17.61% | -15.74% | -1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -27.14% | -21.45% | -5.69% |
Current DrawdownCurrent decline from peak | -1.40% | -1.83% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -12.19% | -7.17% | -5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.88% | -0.33% |
Volatility
AW15.DE vs. 36B4.DE - Volatility Comparison
UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc (AW15.DE) has a higher volatility of 4.43% compared to iShares MSCI Japan SRI UCITS ETF USD Dist (36B4.DE) at 3.69%. This indicates that AW15.DE's price experiences larger fluctuations and is considered to be riskier than 36B4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AW15.DE | 36B4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 3.69% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 15.05% | 14.00% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.33% | 18.16% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 16.26% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 17.24% | -0.82% |
AW15.DE vs. 36B4.DE - Expense Ratio Comparison
AW15.DE has a 0.12% expense ratio, which is lower than 36B4.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AW15.DE vs. 36B4.DE - Dividend Comparison
AW15.DE has not paid dividends to shareholders, while 36B4.DE's dividend yield for the trailing twelve months is around 1.41%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36B4.DE iShares MSCI Japan SRI UCITS ETF USD Dist | 1.41% | 1.46% | 1.38% | 1.81% | 2.44% | 1.54% | 1.61% | 0.81% |
AW15.DE UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AW15.DE and 36B4.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW15.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW15.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for 36B4.DE.
AW15.DE tracks MSCI Japan Climate Paris Aligned, while 36B4.DE tracks MSCI Japan SRI Select Reduced Fossil Fuels. They also come from different issuers: UBS and iShares. Their fees differ too: 0.12% for AW15.DE and 0.20% for 36B4.DE.
Find the right allocation for AW15.DE and 36B4.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