AW1C.DE vs. EFRW.DE
AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) and EFRW.DE (iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc) are both S&P 500 funds - AW1C.DE tracks the S&P 500® ESG Elite while EFRW.DE tracks the S&P 500 Equal Weight Index. Both are passively managed. Over the past year, AW1C.DE returned 39.06% vs 17.03% for EFRW.DE. A 0.63 correlation means they provide meaningful diversification when combined. AW1C.DE charges 0.15%/yr vs 0.17%/yr for EFRW.DE.
Performance
AW1C.DE vs. EFRW.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 EFRW.DE's 8.09% 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*
- —
EFRW.DE
- 1D
- 0.36%
- 1M
- 2.58%
- YTD
- 8.09%
- 6M
- 8.98%
- 1Y
- 17.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AW1C.DE vs. EFRW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.11% | 14.81% |
EFRW.DE iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc | 8.09% | 9.95% |
Correlation
The correlation between AW1C.DE and EFRW.DE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since May 13, 2025 | 0.63 |
The correlation between AW1C.DE and EFRW.DE has been stable across timeframes, ranging from 0.61 to 0.63 - a consistent structural relationship.
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Return for Risk
AW1C.DE vs. EFRW.DE — Risk / Return Rank
AW1C.DE
EFRW.DE
AW1C.DE vs. EFRW.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 iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.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 | EFRW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.27 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 2.37 | -0.04 |
| Martin ratioReturn relative to average drawdown | 4.43 | 8.32 | -3.90 |
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 | EFRW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.55 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 1.55 | -0.63 |
Drawdowns
AW1C.DE vs. EFRW.DE - Drawdown Comparison
The maximum AW1C.DE drawdown since its inception was -22.40%, which is greater than EFRW.DE's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for AW1C.DE and EFRW.DE.
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Drawdown Indicators
| AW1C.DE | EFRW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.40% | -7.12% | -15.28% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -7.12% | -9.74% |
Max Drawdown (3Y)Largest decline over 3 years | -22.40% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | 0.00% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -5.82% | -1.35% | -4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.90% | 2.03% | +6.87% |
Volatility
AW1C.DE vs. EFRW.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 iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.DE) at 2.64%. This indicates that AW1C.DE's price experiences larger fluctuations and is considered to be riskier than EFRW.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 | EFRW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 2.64% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.67% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.24% | 10.91% | +14.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 11.32% | +7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 11.32% | +6.79% |
AW1C.DE vs. EFRW.DE - Expense Ratio Comparison
AW1C.DE has a 0.15% expense ratio, which is lower than EFRW.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. EFRW.DE - Dividend Comparison
Neither AW1C.DE nor EFRW.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1C.DE and EFRW.DE have a correlation of 0.61, 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 EFRW.DE.
AW1C.DE tracks S&P 500® ESG Elite, while EFRW.DE tracks S&P 500 Equal Weight Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.15% for AW1C.DE and 0.17% for EFRW.DE.
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