ESG vs. 4UBQ.DE
Compare and contrast key facts about FlexShares STOXX US ESG Select Index Fund (ESG) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE).
ESG and 4UBQ.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESG is a passively managed fund by Northern Trust that tracks the performance of the STOXX USA ESG Select KPIs Index. It was launched on Jul 13, 2016. 4UBQ.DE is a passively managed fund by UBS that tracks the performance of the S&P 500 ESG. It was launched on Apr 18, 2019. Both ESG and 4UBQ.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESG or 4UBQ.DE.
Correlation
The correlation between ESG and 4UBQ.DE is 0.53, 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.
Performance
ESG vs. 4UBQ.DE - Performance Comparison
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Key characteristics
ESG:
0.54
4UBQ.DE:
0.15
ESG:
0.91
4UBQ.DE:
0.30
ESG:
1.14
4UBQ.DE:
1.04
ESG:
0.57
4UBQ.DE:
0.11
ESG:
2.20
4UBQ.DE:
0.36
ESG:
4.72%
4UBQ.DE:
6.95%
ESG:
18.35%
4UBQ.DE:
18.18%
ESG:
-32.53%
4UBQ.DE:
-32.93%
ESG:
-7.32%
4UBQ.DE:
-15.07%
Returns By Period
In the year-to-date period, ESG achieves a -1.66% return, which is significantly higher than 4UBQ.DE's -12.46% return.
ESG
-1.66%
7.43%
-2.70%
9.58%
15.28%
N/A
4UBQ.DE
-12.46%
6.80%
-11.59%
2.48%
13.12%
N/A
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ESG vs. 4UBQ.DE - Expense Ratio Comparison
ESG has a 0.32% expense ratio, which is higher than 4UBQ.DE's 0.10% expense ratio.
Risk-Adjusted Performance
ESG vs. 4UBQ.DE — Risk-Adjusted Performance Rank
ESG
4UBQ.DE
ESG vs. 4UBQ.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares STOXX US ESG Select Index Fund (ESG) 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.
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Dividends
ESG vs. 4UBQ.DE - Dividend Comparison
ESG's dividend yield for the trailing twelve months is around 1.18%, while 4UBQ.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESG FlexShares STOXX US ESG Select Index Fund | 1.18% | 1.18% | 1.10% | 1.38% | 1.03% | 1.33% | 1.51% | 1.72% | 1.93% | 0.92% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ESG vs. 4UBQ.DE - Drawdown Comparison
The maximum ESG drawdown since its inception was -32.53%, roughly equal to the maximum 4UBQ.DE drawdown of -32.93%. Use the drawdown chart below to compare losses from any high point for ESG and 4UBQ.DE. For additional features, visit the drawdowns tool.
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Volatility
ESG vs. 4UBQ.DE - Volatility Comparison
The current volatility for FlexShares STOXX US ESG Select Index Fund (ESG) is 6.35%, while UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) has a volatility of 9.66%. This indicates that ESG experiences smaller price fluctuations and is considered to be less risky than 4UBQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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