AW1P.DE vs. 4UBI.DE
AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) and 4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) are both exchange-traded funds - AW1P.DE is a Global Equities fund tracking the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, while 4UBI.DE is a Large Cap Blend Equities fund tracking the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 3 years, AW1P.DE returned 17.31%/yr vs 16.69%/yr for 4UBI.DE. Their correlation of 0.91 suggests significant overlap in exposure. AW1P.DE charges 0.25%/yr vs 0.19%/yr for 4UBI.DE.
Performance
AW1P.DE vs. 4UBI.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AW1P.DE having a 14.91% return and 4UBI.DE slightly lower at 14.39%.
AW1P.DE
- 1D
- -0.83%
- 1M
- 6.15%
- YTD
- 14.91%
- 6M
- 15.53%
- 1Y
- 25.73%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
4UBI.DE
- 1D
- -0.66%
- 1M
- 8.11%
- YTD
- 14.39%
- 6M
- 13.96%
- 1Y
- 23.75%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
AW1P.DE vs. 4UBI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 14.91% | 3.61% | 25.39% | 22.76% | -14.89% |
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 26.19% | 28.05% | -7.46% |
Correlation
The correlation between AW1P.DE and 4UBI.DE is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.91 |
The correlation between AW1P.DE and 4UBI.DE has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
AW1P.DE vs. 4UBI.DE — Risk / Return Rank
AW1P.DE
4UBI.DE
AW1P.DE vs. 4UBI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.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.
| AW1P.DE | 4UBI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 1.17 | +2.00 |
| Martin ratioReturn relative to average drawdown | 11.65 | 2.16 | +9.48 |
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
| AW1P.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 0.93 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.84 | -0.15 |
Drawdowns
AW1P.DE vs. 4UBI.DE - Drawdown Comparison
The maximum AW1P.DE drawdown since its inception was -23.64%, roughly equal to the maximum 4UBI.DE drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for AW1P.DE and 4UBI.DE.
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Drawdown Indicators
| AW1P.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -24.63% | +0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -20.21% | +12.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.64% | -24.63% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.63% | — |
Current DrawdownCurrent decline from peak | -0.83% | -2.14% | +1.31% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -7.53% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 10.95% | -8.75% |
Volatility
AW1P.DE vs. 4UBI.DE - Volatility Comparison
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) has a higher volatility of 4.21% compared to UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) at 3.91%. This indicates that AW1P.DE's price experiences larger fluctuations and is considered to be riskier than 4UBI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AW1P.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 3.91% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 9.67% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 25.41% | -11.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 19.14% | -3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 18.82% | -3.09% |
AW1P.DE vs. 4UBI.DE - Expense Ratio Comparison
AW1P.DE has a 0.25% expense ratio, which is higher than 4UBI.DE's 0.19% 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
AW1P.DE vs. 4UBI.DE - Dividend Comparison
Neither AW1P.DE nor 4UBI.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.93, AW1P.DE and 4UBI.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, 4UBI.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBI.DE is cheaper with a 0.19% expense ratio, compared with 0.25% for AW1P.DE.
AW1P.DE is categorized as Global Equities, while 4UBI.DE is Large Cap Blend Equities. AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, while 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.25% for AW1P.DE and 0.19% for 4UBI.DE.
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