AW16.DE vs. 4UBQ.DE
AW16.DE (UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - AW16.DE is a Large Cap Blend Equities fund tracking the MSCI USA 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, AW16.DE returned 13.34%/yr vs 15.51%/yr for 4UBQ.DE. With a 0.95 correlation, they move nearly in lockstep. AW16.DE charges 0.09%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
AW16.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AW16.DE having a 11.61% return and 4UBQ.DE slightly lower at 11.15%.
AW16.DE
- 1D
- -0.06%
- 1M
- 7.15%
- YTD
- 11.61%
- 6M
- 10.64%
- 1Y
- 23.54%
- 3Y*
- 17.62%
- 5Y*
- 13.34%
- 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*
- —
AW16.DE vs. 4UBQ.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% |
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 AW16.DE and 4UBQ.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 | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.95 |
The correlation between AW16.DE and 4UBQ.DE has been stable across timeframes, ranging from 0.89 to 0.95 - a consistent structural relationship.
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Return for Risk
AW16.DE vs. 4UBQ.DE — Risk / Return Rank
AW16.DE
4UBQ.DE
AW16.DE vs. 4UBQ.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) 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.
| AW16.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.46 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 4.10 | -3.03 |
| Martin ratioReturn relative to average drawdown | 2.02 | 15.73 | -13.70 |
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 | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.47 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 1.00 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 1.11 | -0.42 |
Drawdowns
AW16.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum AW16.DE drawdown since its inception was -24.99%, 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 AW16.DE and 4UBQ.DE.
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Drawdown Indicators
| AW16.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.99% | -23.35% | -1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -21.98% | -6.93% | -15.05% |
Max Drawdown (3Y)Largest decline over 3 years | -24.99% | -23.35% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -24.99% | -23.35% | -1.64% |
Current DrawdownCurrent decline from peak | -4.05% | 0.00% | -4.05% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -4.02% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 1.81% | +9.94% |
Volatility
AW16.DE vs. 4UBQ.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc (AW16.DE) has a higher volatility of 3.38% compared to UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that AW16.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
| AW16.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 2.81% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 7.61% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.18% | 11.53% | +13.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 15.27% | +3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 15.39% | +3.43% |
AW16.DE vs. 4UBQ.DE - Expense Ratio Comparison
AW16.DE has a 0.09% expense ratio, which is lower than 4UBQ.DE's 0.10% 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. 4UBQ.DE - Dividend Comparison
Neither AW16.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
AW16.DE and 4UBQ.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 0.10% for 4UBQ.DE.
AW16.DE is categorized as Large Cap Blend Equities, while 4UBQ.DE is S&P 500. AW16.DE tracks MSCI USA Climate Paris Aligned, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.09% for AW16.DE and 0.10% for 4UBQ.DE.
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