AW16.DE vs. BBUS.DE
AW16.DE (UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - AW16.DE tracks the MSCI USA Climate Paris Aligned while BBUS.DE tracks the Morningstar US Target Market Exposure. Both are passively managed. Over the past 5 years, AW16.DE returned 13.34%/yr vs 14.33%/yr for BBUS.DE. With a 0.97 correlation, they move nearly in lockstep. AW16.DE charges 0.09%/yr vs 0.05%/yr for BBUS.DE.
Performance
AW16.DE vs. BBUS.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 BBUS.DE slightly lower at 11.12%.
AW16.DE
- 1D
- -0.06%
- 1M
- 7.15%
- YTD
- 11.61%
- 6M
- 10.64%
- 1Y
- 23.54%
- 3Y*
- 17.62%
- 5Y*
- 13.34%
- 10Y*
- —
BBUS.DE
- 1D
- -0.05%
- 1M
- 4.40%
- YTD
- 11.12%
- 6M
- 10.48%
- 1Y
- 25.00%
- 3Y*
- 18.93%
- 5Y*
- 14.33%
- 10Y*
- —
AW16.DE vs. BBUS.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% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 32.23% | 23.40% | -15.59% | 24.71% |
Correlation
The correlation between AW16.DE and BBUS.DE is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.97 |
The correlation between AW16.DE and BBUS.DE has been stable across timeframes, ranging from 0.94 to 0.97 - a consistent structural relationship.
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Return for Risk
AW16.DE vs. BBUS.DE — Risk / Return Rank
AW16.DE
BBUS.DE
AW16.DE vs. BBUS.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 JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.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 | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.40 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 3.38 | -2.30 |
| Martin ratioReturn relative to average drawdown | 2.02 | 11.81 | -9.78 |
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 | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.14 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.92 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.88 | -0.19 |
Drawdowns
AW16.DE vs. BBUS.DE - Drawdown Comparison
The maximum AW16.DE drawdown since its inception was -24.99%, smaller than the maximum BBUS.DE drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for AW16.DE and BBUS.DE.
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Drawdown Indicators
| AW16.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.99% | -34.09% | +9.10% |
Max Drawdown (1Y)Largest decline over 1 year | -21.98% | -7.38% | -14.60% |
Max Drawdown (3Y)Largest decline over 3 years | -24.99% | -23.46% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -24.99% | -23.46% | -1.53% |
Current DrawdownCurrent decline from peak | -4.05% | -0.37% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -4.79% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 2.12% | +9.63% |
Volatility
AW16.DE vs. BBUS.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 JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) at 2.68%. This indicates that AW16.DE's price experiences larger fluctuations and is considered to be riskier than BBUS.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 | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 2.68% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 7.68% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.18% | 11.64% | +13.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 15.34% | +3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 17.18% | +1.64% |
AW16.DE vs. BBUS.DE - Expense Ratio Comparison
AW16.DE has a 0.09% expense ratio, which is higher than BBUS.DE's 0.05% 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
AW16.DE vs. BBUS.DE - Dividend Comparison
Neither AW16.DE nor BBUS.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.94, AW16.DE and BBUS.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BBUS.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS.DE is cheaper with a 0.05% expense ratio, compared with 0.09% for AW16.DE.
AW16.DE tracks MSCI USA Climate Paris Aligned, while BBUS.DE tracks Morningstar US Target Market Exposure. They also come from different issuers: UBS and JPMorgan. Their fees differ too: 0.09% for AW16.DE and 0.05% for BBUS.DE.
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