AW16.DE vs. 4UBI.DE
AW16.DE (UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc) and 4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) are both Large Cap Blend Equities funds from UBS - AW16.DE tracks the MSCI USA Climate Paris Aligned while 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, AW16.DE returned 13.34%/yr vs 12.60%/yr for 4UBI.DE. Their correlation of 0.94 suggests significant overlap in exposure. AW16.DE charges 0.09%/yr vs 0.19%/yr for 4UBI.DE.
Performance
AW16.DE vs. 4UBI.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 4UBI.DE's 14.39% 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*
- —
4UBI.DE
- 1D
- -0.66%
- 1M
- 6.42%
- YTD
- 14.39%
- 6M
- 13.20%
- 1Y
- 23.80%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
AW16.DE vs. 4UBI.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% |
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 26.19% | 28.05% | -21.21% | 28.48% |
Correlation
The correlation between AW16.DE and 4UBI.DE is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.94 |
The correlation between AW16.DE and 4UBI.DE has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.
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Return for Risk
AW16.DE vs. 4UBI.DE — Risk / Return Rank
AW16.DE
4UBI.DE
AW16.DE vs. 4UBI.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 UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.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 | 4UBI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.29 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.17 | -0.09 |
| Martin ratioReturn relative to average drawdown | 2.02 | 2.16 | -0.14 |
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 | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.93 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.65 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.84 | -0.15 |
Drawdowns
AW16.DE vs. 4UBI.DE - Drawdown Comparison
The maximum AW16.DE drawdown since its inception was -24.99%, roughly equal to the maximum 4UBI.DE drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for AW16.DE and 4UBI.DE.
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Drawdown Indicators
| AW16.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.99% | -24.63% | -0.36% |
Max Drawdown (1Y)Largest decline over 1 year | -21.98% | -20.21% | -1.77% |
Max Drawdown (3Y)Largest decline over 3 years | -24.99% | -24.63% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -24.99% | -24.63% | -0.36% |
Current DrawdownCurrent decline from peak | -4.05% | -2.14% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -7.53% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 10.95% | +0.80% |
Volatility
AW16.DE vs. 4UBI.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 UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a volatility of 3.91%. This indicates that AW16.DE experiences smaller price fluctuations and is considered to be less risky than 4UBI.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 | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.91% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 9.67% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.18% | 25.41% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 19.14% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 18.82% | 0.00% |
AW16.DE vs. 4UBI.DE - Expense Ratio Comparison
AW16.DE has a 0.09% expense ratio, which is lower than 4UBI.DE's 0.19% 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. 4UBI.DE - Dividend Comparison
Neither AW16.DE nor 4UBI.DE has paid dividends to shareholders.
Frequently Asked Questions
AW16.DE and 4UBI.DE have a correlation of 0.89, 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 0.19% for 4UBI.DE.
AW16.DE tracks MSCI USA Climate Paris Aligned, while 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.09% for AW16.DE and 0.19% for 4UBI.DE.
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