AW1P.DE vs. IS3S.DE
AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) and IS3S.DE (iShares Edge MSCI World Value Factor UCITS ETF) are both Global Equities funds - AW1P.DE tracks the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped while IS3S.DE tracks the MSCI World Enhanced Value. Both are passively managed. Over the past 3 years, AW1P.DE returned 17.31%/yr vs 26.82%/yr for IS3S.DE. A 0.78 correlation means they provide meaningful diversification when combined. AW1P.DE charges 0.25%/yr vs 0.30%/yr for IS3S.DE.
Performance
AW1P.DE vs. IS3S.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 lower than IS3S.DE's 35.27% return.
AW1P.DE
- 1D
- -0.83%
- 1M
- 6.15%
- YTD
- 14.91%
- 6M
- 15.53%
- 1Y
- 25.73%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
IS3S.DE
- 1D
- -0.83%
- 1M
- 12.66%
- YTD
- 35.27%
- 6M
- 38.56%
- 1Y
- 63.43%
- 3Y*
- 26.82%
- 5Y*
- 17.35%
- 10Y*
- 12.60%
AW1P.DE vs. IS3S.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% |
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF | 35.27% | 25.13% | 11.36% | 15.62% | -1.76% |
Correlation
The correlation between AW1P.DE and IS3S.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.78 |
The correlation between AW1P.DE and IS3S.DE has been stable across timeframes, ranging from 0.76 to 0.80 - a consistent structural relationship.
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Return for Risk
AW1P.DE vs. IS3S.DE — Risk / Return Rank
AW1P.DE
IS3S.DE
AW1P.DE vs. IS3S.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 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.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 | IS3S.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.68 | ||
| Sortino ratioReturn per unit of downside risk | -3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.83 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 10.36 | -7.18 |
| Martin ratioReturn relative to average drawdown | 11.65 | 39.01 | -27.36 |
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 | IS3S.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 4.53 | -2.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.24 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.68 | +0.01 |
Drawdowns
AW1P.DE vs. IS3S.DE - Drawdown Comparison
The maximum AW1P.DE drawdown since its inception was -23.64%, smaller than the maximum IS3S.DE drawdown of -35.18%. Use the drawdown chart below to compare losses from any high point for AW1P.DE and IS3S.DE.
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Drawdown Indicators
| AW1P.DE | IS3S.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -35.18% | +11.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -6.09% | -1.98% |
Max Drawdown (3Y)Largest decline over 3 years | -23.64% | -17.80% | -5.84% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.80% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.18% | — |
Current DrawdownCurrent decline from peak | -0.83% | -0.83% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -5.82% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.62% | +0.58% |
Volatility
AW1P.DE vs. IS3S.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) is 4.21%, while iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) has a volatility of 5.62%. This indicates that AW1P.DE experiences smaller price fluctuations and is considered to be less risky than IS3S.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 | IS3S.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 5.62% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 11.32% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 13.93% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 13.85% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 15.76% | -0.03% |
AW1P.DE vs. IS3S.DE - Expense Ratio Comparison
AW1P.DE has a 0.25% expense ratio, which is lower than IS3S.DE's 0.30% expense ratio.
Dividends
AW1P.DE vs. IS3S.DE - Dividend Comparison
Neither AW1P.DE nor IS3S.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1P.DE and IS3S.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW1P.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW1P.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for IS3S.DE.
AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, while IS3S.DE tracks MSCI World Enhanced Value. They also come from different issuers: UBS and iShares. Their fees differ too: 0.25% for AW1P.DE and 0.30% for IS3S.DE.
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