AW1C.DE vs. 4UBF.DE
AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) and 4UBF.DE (UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc) are both exchange-traded funds - AW1C.DE is a S&P 500 fund tracking the S&P 500® ESG Elite, while 4UBF.DE is a European Corporate Bonds fund tracking the Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Both are passively managed. Over the past 5 years, AW1C.DE returned 15.78%/yr vs -0.23%/yr for 4UBF.DE. At a 0.21 correlation, their price movements are largely independent. AW1C.DE charges 0.15%/yr vs 0.13%/yr for 4UBF.DE.
Performance
AW1C.DE vs. 4UBF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW1C.DE achieves a 21.11% return, which is significantly higher than 4UBF.DE's 0.73% return.
AW1C.DE
- 1D
- -0.12%
- 1M
- 10.22%
- YTD
- 21.11%
- 6M
- 22.20%
- 1Y
- 39.06%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
4UBF.DE
- 1D
- 0.12%
- 1M
- 0.33%
- YTD
- 0.73%
- 6M
- 0.23%
- 1Y
- 2.32%
- 3Y*
- 4.95%
- 5Y*
- -0.23%
- 10Y*
- —
AW1C.DE vs. 4UBF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.11% | 6.94% | 24.89% | 24.93% | -14.50% | 23.14% |
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | 0.73% | 3.23% | 4.51% | 8.22% | -15.67% | -0.28% |
Correlation
The correlation between AW1C.DE and 4UBF.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2021 | 0.22 |
The correlation between AW1C.DE and 4UBF.DE shifts across timeframes, from 0.21 (5 years) to 0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AW1C.DE vs. 4UBF.DE — Risk / Return Rank
AW1C.DE
4UBF.DE
AW1C.DE vs. 4UBF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) and UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.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.
| AW1C.DE | 4UBF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.10 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 0.69 | +1.64 |
| Martin ratioReturn relative to average drawdown | 4.43 | 2.30 | +2.13 |
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
| AW1C.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.55 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | -0.04 | +0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | -0.04 | +0.96 |
Drawdowns
AW1C.DE vs. 4UBF.DE - Drawdown Comparison
The maximum AW1C.DE drawdown since its inception was -22.40%, which is greater than 4UBF.DE's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for AW1C.DE and 4UBF.DE.
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Drawdown Indicators
| AW1C.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.40% | -19.99% | -2.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -2.88% | -13.98% |
Max Drawdown (3Y)Largest decline over 3 years | -22.40% | -2.88% | -19.52% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -19.99% | -2.41% |
Current DrawdownCurrent decline from peak | -0.12% | -2.81% | +2.69% |
Average DrawdownAverage peak-to-trough decline | -5.82% | -8.54% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.90% | 0.87% | +8.03% |
Volatility
AW1C.DE vs. 4UBF.DE - Volatility Comparison
UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a higher volatility of 3.81% compared to UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) at 1.25%. This indicates that AW1C.DE's price experiences larger fluctuations and is considered to be riskier than 4UBF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AW1C.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 1.25% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 3.11% | +6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.24% | 3.67% | +21.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 5.08% | +13.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 5.02% | +13.09% |
AW1C.DE vs. 4UBF.DE - Expense Ratio Comparison
AW1C.DE has a 0.15% expense ratio, which is higher than 4UBF.DE's 0.13% 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
AW1C.DE vs. 4UBF.DE - Dividend Comparison
Neither AW1C.DE nor 4UBF.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1C.DE and 4UBF.DE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBF.DE is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBF.DE is cheaper with a 0.13% expense ratio, compared with 0.15% for AW1C.DE.
AW1C.DE is categorized as S&P 500, while 4UBF.DE is European Corporate Bonds. AW1C.DE tracks S&P 500® ESG Elite, while 4UBF.DE tracks Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Their fees differ too: 0.15% for AW1C.DE and 0.13% for 4UBF.DE.
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