CSY2.DE vs. 4UBI.DE
Compare and contrast key facts about CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.DE) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE).
CSY2.DE and 4UBI.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CSY2.DE is a passively managed fund by Credit Suisse that tracks the performance of the MSCI USA ESG Leaders. It was launched on Mar 13, 2020. 4UBI.DE is a passively managed fund by UBS that tracks the performance of the MSCI USA SRI Low Carbon Select 5% Issuer Capped. It was launched on Apr 30, 2020. Both CSY2.DE and 4UBI.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
CSY2.DE vs. 4UBI.DE - Performance Comparison
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CSY2.DE vs. 4UBI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CSY2.DE CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD | -4.39% | 6.30% | 30.42% | 25.14% | -16.59% | 44.53% | 13.92% |
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | -4.55% | -1.05% | 26.19% | 28.05% | -21.21% | 43.58% | 18.50% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CSY2.DE having a -4.39% return and 4UBI.DE slightly lower at -4.55%.
CSY2.DE
- 1D
- 1.98%
- 1M
- -3.55%
- YTD
- -4.39%
- 6M
- -0.29%
- 1Y
- 12.43%
- 3Y*
- 16.17%
- 5Y*
- 11.98%
- 10Y*
- —
4UBI.DE
- 1D
- 2.20%
- 1M
- -3.56%
- YTD
- -4.55%
- 6M
- -2.17%
- 1Y
- 4.24%
- 3Y*
- 11.97%
- 5Y*
- 9.01%
- 10Y*
- —
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CSY2.DE vs. 4UBI.DE - Expense Ratio Comparison
CSY2.DE has a 0.10% expense ratio, which is lower than 4UBI.DE's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
CSY2.DE vs. 4UBI.DE — Risk / Return Rank
CSY2.DE
4UBI.DE
CSY2.DE vs. 4UBI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.DE) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.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.
| CSY2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.15 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.06 | 0.44 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.07 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.21 | +1.15 |
Martin ratioReturn relative to average drawdown | 4.56 | 0.42 | +4.14 |
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
| CSY2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.15 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.47 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.67 | +0.36 |
Correlation
The correlation between CSY2.DE and 4UBI.DE is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CSY2.DE vs. 4UBI.DE - Dividend Comparison
Neither CSY2.DE nor 4UBI.DE has paid dividends to shareholders.
Drawdowns
CSY2.DE vs. 4UBI.DE - Drawdown Comparison
The maximum CSY2.DE drawdown since its inception was -24.56%, roughly equal to the maximum 4UBI.DE drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for CSY2.DE and 4UBI.DE.
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Drawdown Indicators
| CSY2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.56% | -24.63% | +0.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.74% | -20.21% | +7.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -24.63% | +0.07% |
Current DrawdownCurrent decline from peak | -6.81% | -18.34% | +11.53% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -7.48% | +2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 10.19% | -7.46% |
Volatility
CSY2.DE vs. 4UBI.DE - Volatility Comparison
The current volatility for CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.DE) is 4.04%, while UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a volatility of 4.38%. This indicates that CSY2.DE experiences smaller price fluctuations and is considered to be less risky than 4UBI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSY2.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 4.38% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 23.49% | -14.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 27.99% | -10.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.25% | 19.08% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.31% | 18.93% | -1.62% |