AW1P.DE vs. 4UBQ.DE
AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG 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 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 3 years, AW1P.DE returned 17.31%/yr vs 18.50%/yr for 4UBQ.DE. Their correlation of 0.86 suggests significant overlap in exposure. AW1P.DE charges 0.25%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
AW1P.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW1P.DE achieves a 14.91% return, which is significantly higher than 4UBQ.DE's 11.15% return.
AW1P.DE
- 1D
- -0.83%
- 1M
- 4.47%
- YTD
- 14.91%
- 6M
- 14.81%
- 1Y
- 26.28%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
AW1P.DE vs. 4UBQ.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% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -3.70% |
Correlation
The correlation between AW1P.DE and 4UBQ.DE is 0.83, 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 | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.86 |
The correlation between AW1P.DE and 4UBQ.DE has been stable across timeframes, ranging from 0.83 to 0.86 - a consistent structural relationship.
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Return for Risk
AW1P.DE vs. 4UBQ.DE — Risk / Return Rank
AW1P.DE
4UBQ.DE
AW1P.DE vs. 4UBQ.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) S&P 500 ESG UCITS ETF USD Acc (4UBQ.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 | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.46 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 4.10 | -0.93 |
| Martin ratioReturn relative to average drawdown | 11.65 | 15.73 | -4.08 |
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 | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 2.47 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 1.11 | -0.42 |
Drawdowns
AW1P.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum AW1P.DE drawdown since its inception was -23.64%, roughly equal to the maximum 4UBQ.DE drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for AW1P.DE and 4UBQ.DE.
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Drawdown Indicators
| AW1P.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -23.35% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -6.93% | -1.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.64% | -23.35% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.35% | — |
Current DrawdownCurrent decline from peak | -0.83% | 0.00% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -4.02% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.81% | +0.39% |
Volatility
AW1P.DE vs. 4UBQ.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) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that AW1P.DE's price experiences larger fluctuations and is considered to be riskier than 4UBQ.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 | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 2.81% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 7.61% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 11.53% | +2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 15.27% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 15.39% | +0.34% |
AW1P.DE vs. 4UBQ.DE - Expense Ratio Comparison
AW1P.DE has a 0.25% expense ratio, which is higher than 4UBQ.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
AW1P.DE vs. 4UBQ.DE - Dividend Comparison
Neither AW1P.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1P.DE and 4UBQ.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.25% for AW1P.DE.
AW1P.DE is categorized as Global Equities, while 4UBQ.DE is S&P 500. AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.25% for AW1P.DE and 0.10% for 4UBQ.DE.
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