AW16.DE vs. 36B6.DE
AW16.DE (UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc) and 36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) are both Large Cap Blend Equities funds - AW16.DE tracks the MSCI USA Climate Paris Aligned while 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, AW16.DE returned 13.34%/yr vs 12.25%/yr for 36B6.DE. Their correlation of 0.91 suggests significant overlap in exposure. AW16.DE charges 0.09%/yr vs 0.20%/yr for 36B6.DE.
Performance
AW16.DE vs. 36B6.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW16.DE achieves a 11.61% return, which is significantly lower than 36B6.DE's 14.86% return.
AW16.DE
- 1D
- -0.06%
- 1M
- 7.15%
- YTD
- 11.61%
- 6M
- 10.64%
- 1Y
- 23.54%
- 3Y*
- 17.62%
- 5Y*
- 13.34%
- 10Y*
- —
36B6.DE
- 1D
- 0.12%
- 1M
- 4.77%
- YTD
- 14.86%
- 6M
- 14.34%
- 1Y
- 22.45%
- 3Y*
- 14.59%
- 5Y*
- 12.25%
- 10Y*
- —
AW16.DE vs. 36B6.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW16.DE UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc | 11.61% | 0.95% | 31.99% | 25.24% | -19.63% | 26.52% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 14.86% | -0.74% | 20.34% | 20.20% | -14.25% | 28.59% |
Correlation
The correlation between AW16.DE and 36B6.DE is 0.83, 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 | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.91 |
The correlation between AW16.DE and 36B6.DE has been stable across timeframes, ranging from 0.83 to 0.91 - a consistent structural relationship.
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Return for Risk
AW16.DE vs. 36B6.DE — Risk / Return Rank
AW16.DE
36B6.DE
AW16.DE vs. 36B6.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc (AW16.DE) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.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.
| AW16.DE | 36B6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 3.10 | -2.02 |
| Martin ratioReturn relative to average drawdown | 2.02 | 10.29 | -8.27 |
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
| AW16.DE | 36B6.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.76 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.86 | -0.17 |
Drawdowns
AW16.DE vs. 36B6.DE - Drawdown Comparison
The maximum AW16.DE drawdown since its inception was -24.99%, smaller than the maximum 36B6.DE drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for AW16.DE and 36B6.DE.
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Drawdown Indicators
| AW16.DE | 36B6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.99% | -34.21% | +9.22% |
Max Drawdown (1Y)Largest decline over 1 year | -21.98% | -7.21% | -14.77% |
Max Drawdown (3Y)Largest decline over 3 years | -24.99% | -23.75% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -24.99% | -23.75% | -1.24% |
Current DrawdownCurrent decline from peak | -4.05% | 0.00% | -4.05% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -4.98% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 2.17% | +9.58% |
Volatility
AW16.DE vs. 36B6.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc (AW16.DE) is 3.38%, while iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) has a volatility of 3.79%. This indicates that AW16.DE experiences smaller price fluctuations and is considered to be less risky than 36B6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AW16.DE | 36B6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.79% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 9.08% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.18% | 12.71% | +12.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 15.45% | +3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 17.54% | +1.28% |
AW16.DE vs. 36B6.DE - Expense Ratio Comparison
AW16.DE has a 0.09% expense ratio, which is lower than 36B6.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
AW16.DE vs. 36B6.DE - Dividend Comparison
AW16.DE has not paid dividends to shareholders, while 36B6.DE's dividend yield for the trailing twelve months is around 0.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.85% | 0.97% | 1.10% | 1.27% | 1.40% | 0.91% | 1.05% | 1.17% |
AW16.DE UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AW16.DE and 36B6.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW16.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW16.DE is cheaper with a 0.09% expense ratio, compared with 0.20% for 36B6.DE.
AW16.DE tracks MSCI USA Climate Paris Aligned, while 36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: UBS and iShares. Their fees differ too: 0.09% for AW16.DE and 0.20% for 36B6.DE.
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