AW1F.DE vs. BBUS.DE
AW1F.DE (UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - AW1F.DE tracks the MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped while BBUS.DE tracks the Morningstar US Target Market Exposure. Both are passively managed. Over the past 3 years, AW1F.DE returned 19.67%/yr vs 18.92%/yr for BBUS.DE. With a 0.99 correlation, they move nearly in lockstep. AW1F.DE charges 0.07%/yr vs 0.05%/yr for BBUS.DE.
Performance
AW1F.DE vs. BBUS.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW1F.DE achieves a 12.99% return, which is significantly higher than BBUS.DE's 10.42% return.
AW1F.DE
- 1D
- 0.00%
- 1M
- 2.23%
- YTD
- 12.99%
- 6M
- 13.25%
- 1Y
- 26.73%
- 3Y*
- 19.67%
- 5Y*
- —
- 10Y*
- —
BBUS.DE
- 1D
- -0.95%
- 1M
- 0.29%
- YTD
- 10.42%
- 6M
- 10.75%
- 1Y
- 24.08%
- 3Y*
- 18.92%
- 5Y*
- 13.37%
- 10Y*
- —
AW1F.DE vs. BBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW1F.DE UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc | 12.99% | 3.65% | 32.30% | 24.10% | -18.01% | 12.73% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 10.42% | 4.72% | 32.23% | 23.42% | -15.60% | 12.67% |
Correlation
The correlation between AW1F.DE and BBUS.DE is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2021 | 0.99 |
The correlation between AW1F.DE and BBUS.DE has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
AW1F.DE vs. BBUS.DE — Risk / Return Rank
AW1F.DE
BBUS.DE
AW1F.DE vs. BBUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc (AW1F.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.
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.
| AW1F.DE | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 3.25 | -0.17 |
| Martin ratioReturn relative to average drawdown | 10.74 | 11.22 | -0.48 |
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Drawdowns
AW1F.DE vs. BBUS.DE - Drawdown Comparison
The maximum AW1F.DE drawdown since its inception was -23.95%, smaller than the maximum BBUS.DE drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for AW1F.DE and BBUS.DE.
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Drawdown Indicators
| AW1F.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.95% | -34.11% | +10.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.73% | -7.38% | -1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -23.95% | -23.45% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.45% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.01% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -5.99% | -5.30% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.14% | +0.36% |
Volatility
AW1F.DE vs. BBUS.DE - Volatility Comparison
UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc (AW1F.DE) has a higher volatility of 3.62% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) at 3.43%. This indicates that AW1F.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
| AW1F.DE | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 3.43% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 8.12% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.56% | 11.94% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 15.38% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 17.61% | -1.74% |
AW1F.DE vs. BBUS.DE - Expense Ratio Comparison
AW1F.DE has a 0.07% 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
AW1F.DE vs. BBUS.DE - Dividend Comparison
Neither AW1F.DE nor BBUS.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.97, AW1F.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 0.07% for AW1F.DE.
AW1F.DE tracks MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped, while BBUS.DE tracks Morningstar US Target Market Exposure. They also come from different issuers: UBS and JPMorgan. Their fees differ too: 0.07% for AW1F.DE and 0.05% for BBUS.DE.
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