IBCF.DE vs. AW1C.DE
IBCF.DE (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) and AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) are both S&P 500 funds - IBCF.DE tracks the S&P 500 EUR Hedged Index while AW1C.DE tracks the S&P 500® ESG Elite. Both are passively managed. Over the past 5 years, IBCF.DE returned 11.10%/yr vs 15.78%/yr for AW1C.DE. Their correlation of 0.81 suggests significant overlap in exposure. IBCF.DE charges 0.20%/yr vs 0.15%/yr for AW1C.DE.
Performance
IBCF.DE vs. AW1C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCF.DE achieves a 8.84% return, which is significantly lower than AW1C.DE's 21.11% return.
IBCF.DE
- 1D
- -0.02%
- 1M
- 4.41%
- YTD
- 8.84%
- 6M
- 9.66%
- 1Y
- 24.65%
- 3Y*
- 19.50%
- 5Y*
- 11.10%
- 10Y*
- 12.48%
AW1C.DE
- 1D
- -0.12%
- 1M
- 11.53%
- YTD
- 21.11%
- 6M
- 23.44%
- 1Y
- 39.49%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
IBCF.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IBCF.DE iShares S&P 500 EUR Hedged UCITS ETF (Acc) | 8.84% | 15.42% | 22.97% | 23.21% | -21.83% | 21.85% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.11% | 6.94% | 24.89% | 24.93% | -14.50% | 30.17% |
Correlation
The correlation between IBCF.DE and AW1C.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.81 |
The correlation between IBCF.DE and AW1C.DE has been stable across timeframes, ranging from 0.74 to 0.82 - a consistent structural relationship.
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Return for Risk
IBCF.DE vs. AW1C.DE — Risk / Return Rank
IBCF.DE
AW1C.DE
IBCF.DE vs. AW1C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 EUR Hedged UCITS ETF (Acc) (IBCF.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.
| IBCF.DE | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.48 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.81 | 2.33 | +0.48 |
| Martin ratioReturn relative to average drawdown | 12.07 | 4.43 | +7.65 |
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
| IBCF.DE | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | 1.56 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.85 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.92 | -0.20 |
Drawdowns
IBCF.DE vs. AW1C.DE - Drawdown Comparison
The maximum IBCF.DE drawdown since its inception was -35.06%, which is greater than AW1C.DE's maximum drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for IBCF.DE and AW1C.DE.
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Drawdown Indicators
| IBCF.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.06% | -22.40% | -12.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.72% | -16.86% | +8.14% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -22.40% | +4.06% |
Max Drawdown (5Y)Largest decline over 5 years | -26.23% | -22.40% | -3.83% |
Max Drawdown (10Y)Largest decline over 10 years | -35.06% | — | — |
Current DrawdownCurrent decline from peak | -0.55% | -0.12% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -5.82% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 8.90% | -6.86% |
Volatility
IBCF.DE vs. AW1C.DE - Volatility Comparison
The current volatility for iShares S&P 500 EUR Hedged UCITS ETF (Acc) (IBCF.DE) is 3.08%, while UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a volatility of 3.81%. This indicates that IBCF.DE experiences smaller price fluctuations and is considered to be less risky 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
| IBCF.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 3.81% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 9.14% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.79% | 25.24% | -13.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 18.35% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 18.11% | -1.77% |
IBCF.DE vs. AW1C.DE - Expense Ratio Comparison
IBCF.DE has a 0.20% expense ratio, which is higher than AW1C.DE's 0.15% 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
IBCF.DE vs. AW1C.DE - Dividend Comparison
Neither IBCF.DE nor AW1C.DE has paid dividends to shareholders.
Frequently Asked Questions
IBCF.DE and AW1C.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW1C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW1C.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for IBCF.DE.
IBCF.DE tracks S&P 500 EUR Hedged Index, while AW1C.DE tracks S&P 500® ESG Elite. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for IBCF.DE and 0.15% for AW1C.DE.
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