B500.DE vs. 4UBQ.DE
B500.DE (Amundi S&P 500 Buyback ETF) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both S&P 500 funds - B500.DE tracks the S&P 500 Buyback NTR while 4UBQ.DE tracks the S&P 500 ESG. Both are passively managed. Over the past 5 years, B500.DE returned 11.15%/yr vs 15.51%/yr for 4UBQ.DE. A 0.76 correlation means they provide meaningful diversification when combined. B500.DE charges 0.15%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
B500.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, B500.DE achieves a 8.94% return, which is significantly lower than 4UBQ.DE's 11.15% return.
B500.DE
- 1D
- 0.86%
- 1M
- 5.03%
- YTD
- 8.94%
- 6M
- 9.45%
- 1Y
- 20.46%
- 3Y*
- 15.34%
- 5Y*
- 11.15%
- 10Y*
- 12.79%
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
B500.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
B500.DE Amundi S&P 500 Buyback ETF | 8.94% | 4.76% | 20.85% | 12.10% | -7.18% | 47.02% | 18.79% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
Correlation
The correlation between B500.DE and 4UBQ.DE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.76 |
The correlation between B500.DE and 4UBQ.DE shifts across timeframes, from 0.61 (1 year) to 0.76 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
B500.DE vs. 4UBQ.DE — Risk / Return Rank
B500.DE
4UBQ.DE
B500.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Buyback ETF (B500.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.
| B500.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.46 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.30 | 4.10 | +0.19 |
| Martin ratioReturn relative to average drawdown | 11.16 | 15.73 | -4.57 |
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
| B500.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 2.47 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 1.00 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.11 | -0.59 |
Drawdowns
B500.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum B500.DE drawdown since its inception was -42.49%, which is greater than 4UBQ.DE's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for B500.DE and 4UBQ.DE.
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Drawdown Indicators
| B500.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.49% | -23.35% | -19.14% |
Max Drawdown (1Y)Largest decline over 1 year | -4.75% | -6.93% | +2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -23.66% | -23.35% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.66% | -23.35% | -0.31% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -4.02% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.81% | +0.02% |
Volatility
B500.DE vs. 4UBQ.DE - Volatility Comparison
Amundi S&P 500 Buyback ETF (B500.DE) has a higher volatility of 2.99% compared to UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that B500.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
| B500.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 2.81% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 7.61% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.29% | 11.53% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 15.27% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 15.39% | +3.57% |
B500.DE vs. 4UBQ.DE - Expense Ratio Comparison
B500.DE has a 0.15% 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
B500.DE vs. 4UBQ.DE - Dividend Comparison
Neither B500.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
B500.DE and 4UBQ.DE have a correlation of 0.61, 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 0.15% for B500.DE.
B500.DE tracks S&P 500 Buyback NTR, while 4UBQ.DE tracks S&P 500 ESG. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.15% for B500.DE and 0.10% for 4UBQ.DE.
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