AW15.DE vs. 4UBQ.DE
AW15.DE (UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - AW15.DE is a Japan Equities fund tracking the MSCI Japan Climate Paris Aligned, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, AW15.DE returned 3.15%/yr vs 15.51%/yr for 4UBQ.DE. A 0.55 correlation means they provide meaningful diversification when combined. AW15.DE charges 0.12%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
AW15.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW15.DE achieves a 8.65% return, which is significantly lower than 4UBQ.DE's 11.15% 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*
- —
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
AW15.DE vs. 4UBQ.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% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 28.85% |
Correlation
The correlation between AW15.DE and 4UBQ.DE is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.55 |
The correlation between AW15.DE and 4UBQ.DE has been stable across timeframes, ranging from 0.53 to 0.55 - a consistent structural relationship.
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Return for Risk
AW15.DE vs. 4UBQ.DE — Risk / Return Rank
AW15.DE
4UBQ.DE
AW15.DE vs. 4UBQ.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 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.
| AW15.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.46 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.87 | 4.10 | -2.23 |
| Martin ratioReturn relative to average drawdown | 6.07 | 15.73 | -9.66 |
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
| AW15.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 2.47 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 1.00 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 1.11 | -0.96 |
Drawdowns
AW15.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum AW15.DE drawdown since its inception was -27.14%, which is greater than 4UBQ.DE's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for AW15.DE and 4UBQ.DE.
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Drawdown Indicators
| AW15.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -23.35% | -3.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -6.93% | -4.55% |
Max Drawdown (3Y)Largest decline over 3 years | -17.61% | -23.35% | +5.74% |
Max Drawdown (5Y)Largest decline over 5 years | -27.14% | -23.35% | -3.79% |
Current DrawdownCurrent decline from peak | -1.40% | 0.00% | -1.40% |
Average DrawdownAverage peak-to-trough decline | -12.19% | -4.02% | -8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 1.81% | +1.74% |
Volatility
AW15.DE vs. 4UBQ.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 UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that AW15.DE's price experiences larger fluctuations and is considered to be riskier 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
| AW15.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 2.81% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.05% | 7.61% | +7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.33% | 11.53% | +7.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 15.27% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 15.39% | +1.03% |
AW15.DE vs. 4UBQ.DE - Expense Ratio Comparison
AW15.DE has a 0.12% 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
AW15.DE vs. 4UBQ.DE - Dividend Comparison
Neither AW15.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
AW15.DE and 4UBQ.DE have a correlation of 0.55, 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 0.12% for AW15.DE.
AW15.DE is categorized as Japan Equities, while 4UBQ.DE is S&P 500. AW15.DE tracks MSCI Japan Climate Paris Aligned, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.12% for AW15.DE and 0.10% for 4UBQ.DE.
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