CHSR.DE vs. AW1C.DE
Compare and contrast key facts about UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc (CHSR.DE) and UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE).
CHSR.DE and AW1C.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHSR.DE is a passively managed fund by UBS that tracks the performance of the MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped. It was launched on Feb 26, 2021. AW1C.DE is a passively managed fund by UBS that tracks the performance of the S&P 500® ESG Elite. It was launched on Feb 18, 2021. Both CHSR.DE and AW1C.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CHSR.DE vs. AW1C.DE - Performance Comparison
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CHSR.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CHSR.DE UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc | -1.27% | 12.43% | 6.02% | 15.54% | -16.93% | 26.11% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | -3.40% | 6.94% | 24.89% | 24.93% | -14.50% | 30.29% |
Returns By Period
In the year-to-date period, CHSR.DE achieves a -1.27% return, which is significantly higher than AW1C.DE's -3.40% return.
CHSR.DE
- 1D
- -0.05%
- 1M
- -3.98%
- YTD
- -1.27%
- 6M
- 3.72%
- 1Y
- 7.67%
- 3Y*
- 9.25%
- 5Y*
- 6.61%
- 10Y*
- —
AW1C.DE
- 1D
- 0.07%
- 1M
- -3.26%
- YTD
- -3.40%
- 6M
- 2.53%
- 1Y
- 10.26%
- 3Y*
- 14.86%
- 5Y*
- 11.57%
- 10Y*
- —
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CHSR.DE vs. AW1C.DE - Expense Ratio Comparison
CHSR.DE has a 0.28% expense ratio, which is higher than AW1C.DE's 0.15% expense ratio.
Return for Risk
CHSR.DE vs. AW1C.DE — Risk / Return Rank
CHSR.DE
AW1C.DE
CHSR.DE vs. AW1C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc (CHSR.DE) and UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.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.
| CHSR.DE | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.37 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.70 | 0.75 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.13 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.95 | -0.06 |
Martin ratioReturn relative to average drawdown | 2.96 | 1.89 | +1.07 |
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
| CHSR.DE | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.37 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.63 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.67 | -0.17 |
Correlation
The correlation between CHSR.DE and AW1C.DE is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CHSR.DE vs. AW1C.DE - Dividend Comparison
Neither CHSR.DE nor AW1C.DE has paid dividends to shareholders.
Drawdowns
CHSR.DE vs. AW1C.DE - Drawdown Comparison
The maximum CHSR.DE drawdown since its inception was -21.84%, roughly equal to the maximum AW1C.DE drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for CHSR.DE and AW1C.DE.
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Drawdown Indicators
| CHSR.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.84% | -22.40% | +0.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -16.86% | +5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -22.40% | +0.56% |
Current DrawdownCurrent decline from peak | -7.92% | -14.90% | +6.98% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -5.85% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 8.49% | -5.15% |
Volatility
CHSR.DE vs. AW1C.DE - Volatility Comparison
UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc (CHSR.DE) has a higher volatility of 5.36% compared to UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) at 4.20%. This indicates that CHSR.DE's price experiences larger fluctuations and is considered to be riskier than AW1C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHSR.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 4.20% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 23.28% | -13.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 27.75% | -9.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 18.27% | -3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.45% | 18.21% | -3.76% |