AW1C.DE vs. SPPY.DE
AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) and SPPY.DE (State Street SPDR S&P 500 Leaders UCITS ETF) are both S&P 500 funds - AW1C.DE tracks the S&P 500® ESG Elite while SPPY.DE tracks the S&P 500 Scored & Screened Leaders Index. Both are passively managed. Over the past 5 years, AW1C.DE returned 15.88%/yr vs 15.14%/yr for SPPY.DE. Their correlation of 0.93 suggests significant overlap in exposure. AW1C.DE charges 0.15%/yr vs 0.10%/yr for SPPY.DE.
Performance
AW1C.DE vs. SPPY.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW1C.DE achieves a 24.84% return, which is significantly higher than SPPY.DE's 12.49% return.
AW1C.DE
- 1D
- 0.00%
- 1M
- 6.43%
- YTD
- 24.84%
- 6M
- 25.59%
- 1Y
- 43.46%
- 3Y*
- 22.74%
- 5Y*
- 15.88%
- 10Y*
- —
SPPY.DE
- 1D
- -0.19%
- 1M
- 2.18%
- YTD
- 12.49%
- 6M
- 13.00%
- 1Y
- 29.56%
- 3Y*
- 19.57%
- 5Y*
- 15.14%
- 10Y*
- —
AW1C.DE vs. SPPY.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 | 24.84% | 6.94% | 24.89% | 24.93% | -14.50% | 11.32% |
SPPY.DE State Street SPDR S&P 500 Leaders UCITS ETF | 12.49% | 4.43% | 32.86% | 26.94% | -14.48% | 32.13% |
Correlation
The correlation between AW1C.DE and SPPY.DE is 0.85, 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 | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Feb 18, 2021 | 0.93 |
The correlation between AW1C.DE and SPPY.DE has been stable across timeframes, ranging from 0.85 to 0.94 - a consistent structural relationship.
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Return for Risk
AW1C.DE vs. SPPY.DE — Risk / Return Rank
AW1C.DE
SPPY.DE
AW1C.DE vs. SPPY.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 State Street SPDR S&P 500 Leaders UCITS ETF (SPPY.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AW1C.DE | SPPY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.46 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 4.38 | -1.80 |
| Martin ratioReturn relative to average drawdown | 4.91 | 16.81 | -11.90 |
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Drawdowns
AW1C.DE vs. SPPY.DE - Drawdown Comparison
The maximum AW1C.DE drawdown since its inception was -22.40%, smaller than the maximum SPPY.DE drawdown of -33.33%. Use the drawdown chart below to compare losses from any high point for AW1C.DE and SPPY.DE.
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Drawdown Indicators
| AW1C.DE | SPPY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.40% | -33.33% | +10.93% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -6.72% | -10.14% |
Max Drawdown (3Y)Largest decline over 3 years | -22.40% | -23.81% | +1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -23.81% | +1.41% |
Current DrawdownCurrent decline from peak | -1.42% | -0.19% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -4.80% | -1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.86% | 1.75% | +7.11% |
Volatility
AW1C.DE vs. SPPY.DE - Volatility Comparison
UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a higher volatility of 5.07% compared to State Street SPDR S&P 500 Leaders UCITS ETF (SPPY.DE) at 3.17%. This indicates that AW1C.DE's price experiences larger fluctuations and is considered to be riskier than SPPY.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 | SPPY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 3.17% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 8.13% | +2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.63% | 11.79% | +13.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 15.47% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.46% | 17.53% | +1.93% |
AW1C.DE vs. SPPY.DE - Expense Ratio Comparison
AW1C.DE has a 0.15% expense ratio, which is higher than SPPY.DE's 0.10% 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. SPPY.DE - Dividend Comparison
Neither AW1C.DE nor SPPY.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1C.DE and SPPY.DE have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPPY.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPPY.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for AW1C.DE.
AW1C.DE tracks S&P 500® ESG Elite, while SPPY.DE tracks S&P 500 Scored & Screened Leaders Index. They also come from different issuers: UBS and State Street. Their fees differ too: 0.15% for AW1C.DE and 0.10% for SPPY.DE.
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