AW1P.DE vs. UBU5.DE
AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) and UBU5.DE (UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis) are both exchange-traded funds - AW1P.DE is a Global Equities fund tracking the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, while UBU5.DE is a Large Cap Value Equities fund tracking the MSCI USA Value. Both are passively managed. Over the past 3 years, AW1P.DE returned 17.31%/yr vs 13.20%/yr for UBU5.DE. A 0.70 correlation means they provide meaningful diversification when combined. AW1P.DE charges 0.25%/yr vs 0.20%/yr for UBU5.DE.
Performance
AW1P.DE vs. UBU5.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 UBU5.DE's 11.44% return.
AW1P.DE
- 1D
- -0.83%
- 1M
- 6.15%
- YTD
- 14.91%
- 6M
- 15.53%
- 1Y
- 25.73%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
UBU5.DE
- 1D
- 0.60%
- 1M
- 3.72%
- YTD
- 11.44%
- 6M
- 11.93%
- 1Y
- 20.18%
- 3Y*
- 13.20%
- 5Y*
- 10.27%
- 10Y*
- 9.94%
AW1P.DE vs. UBU5.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% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 11.44% | 1.10% | 19.93% | 6.38% | 5.72% |
Correlation
The correlation between AW1P.DE and UBU5.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.70 |
The correlation between AW1P.DE and UBU5.DE has been stable across timeframes, ranging from 0.67 to 0.70 - a consistent structural relationship.
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Return for Risk
AW1P.DE vs. UBU5.DE — Risk / Return Rank
AW1P.DE
UBU5.DE
AW1P.DE vs. UBU5.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 Value UCITS ETF (USD) A-dis (UBU5.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 | UBU5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.38 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 4.28 | -1.10 |
| Martin ratioReturn relative to average drawdown | 11.65 | 14.64 | -2.99 |
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 | UBU5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 2.07 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.76 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.74 | -0.05 |
Drawdowns
AW1P.DE vs. UBU5.DE - Drawdown Comparison
The maximum AW1P.DE drawdown since its inception was -23.64%, smaller than the maximum UBU5.DE drawdown of -36.36%. Use the drawdown chart below to compare losses from any high point for AW1P.DE and UBU5.DE.
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Drawdown Indicators
| AW1P.DE | UBU5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -36.36% | +12.72% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -4.70% | -3.37% |
Max Drawdown (3Y)Largest decline over 3 years | -23.64% | -19.90% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.90% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.36% | — |
Current DrawdownCurrent decline from peak | -0.83% | 0.00% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -4.82% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.38% | +0.82% |
Volatility
AW1P.DE vs. UBU5.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 Value UCITS ETF (USD) A-dis (UBU5.DE) at 2.15%. This indicates that AW1P.DE's price experiences larger fluctuations and is considered to be riskier than UBU5.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 | UBU5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 2.15% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 6.40% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 9.72% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 13.36% | +2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 15.47% | +0.26% |
AW1P.DE vs. UBU5.DE - Expense Ratio Comparison
AW1P.DE has a 0.25% expense ratio, which is higher than UBU5.DE's 0.20% 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. UBU5.DE - Dividend Comparison
AW1P.DE has not paid dividends to shareholders, while UBU5.DE's dividend yield for the trailing twelve months is around 1.17%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU5.DE UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 1.17% | 1.95% | 1.60% | 2.86% | 1.80% | 1.27% | 2.18% | 1.75% | 2.10% | 1.81% | 2.10% | 2.04% |
Frequently Asked Questions
AW1P.DE and UBU5.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU5.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU5.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for AW1P.DE.
AW1P.DE is categorized as Global Equities, while UBU5.DE is Large Cap Value Equities. AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, while UBU5.DE tracks MSCI USA Value. Their fees differ too: 0.25% for AW1P.DE and 0.20% for UBU5.DE.
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