AW1C.DE vs. 5ESG.DE
AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) and 5ESG.DE (Invesco S&P 500 Scored & Screened ETF Acc) are both S&P 500 funds - AW1C.DE tracks the S&P 500® ESG Elite while 5ESG.DE tracks the S&P 500 ESG Index. Both are passively managed. Over the past 5 years, AW1C.DE returned 15.78%/yr vs 15.67%/yr for 5ESG.DE. Their correlation of 0.94 suggests significant overlap in exposure. AW1C.DE charges 0.15%/yr vs 0.17%/yr for 5ESG.DE.
Performance
AW1C.DE vs. 5ESG.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 5ESG.DE's 11.18% 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*
- —
5ESG.DE
- 1D
- 0.62%
- 1M
- 4.19%
- YTD
- 11.18%
- 6M
- 11.17%
- 1Y
- 28.56%
- 3Y*
- 18.63%
- 5Y*
- 15.67%
- 10Y*
- —
AW1C.DE vs. 5ESG.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% | 30.17% |
5ESG.DE Invesco S&P 500 Scored & Screened ETF Acc | 11.18% | 5.31% | 31.42% | 24.24% | -13.76% | 33.12% |
Correlation
The correlation between AW1C.DE and 5ESG.DE is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.94 |
The correlation between AW1C.DE and 5ESG.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
AW1C.DE vs. 5ESG.DE — Risk / Return Rank
AW1C.DE
5ESG.DE
AW1C.DE vs. 5ESG.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 Invesco S&P 500 Scored & Screened ETF Acc (5ESG.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 | 5ESG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.46 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 4.12 | -1.79 |
| Martin ratioReturn relative to average drawdown | 4.43 | 15.77 | -11.34 |
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 | 5ESG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 2.47 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 1.02 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 1.21 | -0.29 |
Drawdowns
AW1C.DE vs. 5ESG.DE - Drawdown Comparison
The maximum AW1C.DE drawdown since its inception was -22.40%, roughly equal to the maximum 5ESG.DE drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for AW1C.DE and 5ESG.DE.
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Drawdown Indicators
| AW1C.DE | 5ESG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.40% | -23.40% | +1.00% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -6.93% | -9.93% |
Max Drawdown (3Y)Largest decline over 3 years | -22.40% | -23.40% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -23.40% | +1.00% |
Current DrawdownCurrent decline from peak | -0.12% | 0.00% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -5.82% | -3.89% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.90% | 1.81% | +7.09% |
Volatility
AW1C.DE vs. 5ESG.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 Invesco S&P 500 Scored & Screened ETF Acc (5ESG.DE) at 2.77%. This indicates that AW1C.DE's price experiences larger fluctuations and is considered to be riskier than 5ESG.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 | 5ESG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 2.77% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.54% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.24% | 11.53% | +13.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 15.20% | +3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 16.81% | +1.30% |
AW1C.DE vs. 5ESG.DE - Expense Ratio Comparison
AW1C.DE has a 0.15% expense ratio, which is lower than 5ESG.DE's 0.17% 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
AW1C.DE vs. 5ESG.DE - Dividend Comparison
Neither AW1C.DE nor 5ESG.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1C.DE and 5ESG.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW1C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW1C.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for 5ESG.DE.
AW1C.DE tracks S&P 500® ESG Elite, while 5ESG.DE tracks S&P 500 ESG Index. They also come from different issuers: UBS and Invesco. Their fees differ too: 0.15% for AW1C.DE and 0.17% for 5ESG.DE.
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