IQQ0.DE vs. 4UBH.DE
IQQ0.DE (iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)) and 4UBH.DE (UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc) are both Global Equities funds - IQQ0.DE tracks the MSCI World Minimum Volatility while 4UBH.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, IQQ0.DE returned 6.14%/yr vs 10.81%/yr for 4UBH.DE. A 0.62 correlation means they provide meaningful diversification when combined. IQQ0.DE charges 0.30%/yr vs 0.19%/yr for 4UBH.DE.
Performance
IQQ0.DE vs. 4UBH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQ0.DE achieves a 1.59% return, which is significantly lower than 4UBH.DE's 9.92% return.
IQQ0.DE
- 1D
- -0.02%
- 1M
- 1.81%
- YTD
- 1.59%
- 6M
- 1.63%
- 1Y
- 0.25%
- 3Y*
- 6.35%
- 5Y*
- 6.14%
- 10Y*
- 6.81%
4UBH.DE
- 1D
- 0.19%
- 1M
- 4.60%
- YTD
- 9.92%
- 6M
- 10.00%
- 1Y
- 17.98%
- 3Y*
- 14.49%
- 5Y*
- 10.81%
- 10Y*
- —
IQQ0.DE vs. 4UBH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IQQ0.DE iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) | 1.59% | -1.26% | 17.64% | 3.73% | -4.34% | 24.86% |
4UBH.DE UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc | 9.92% | 1.56% | 23.21% | 25.08% | -20.30% | 31.51% |
Correlation
The correlation between IQQ0.DE and 4UBH.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.62 |
Over the past year, the correlation between IQQ0.DE and 4UBH.DE has dropped to 0.35 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
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Return for Risk
IQQ0.DE vs. 4UBH.DE — Risk / Return Rank
IQQ0.DE
4UBH.DE
IQQ0.DE vs. 4UBH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (IQQ0.DE) and UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.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.
| IQQ0.DE | 4UBH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.26 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 1.85 | -1.91 |
| Martin ratioReturn relative to average drawdown | -0.12 | 6.41 | -6.53 |
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
| IQQ0.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 1.43 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.70 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.77 | -0.01 |
Drawdowns
IQQ0.DE vs. 4UBH.DE - Drawdown Comparison
The maximum IQQ0.DE drawdown since its inception was -28.65%, which is greater than 4UBH.DE's maximum drawdown of -23.65%. Use the drawdown chart below to compare losses from any high point for IQQ0.DE and 4UBH.DE.
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Drawdown Indicators
| IQQ0.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.65% | -23.65% | -5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -9.61% | +4.39% |
Max Drawdown (3Y)Largest decline over 3 years | -12.82% | -22.46% | +9.64% |
Max Drawdown (5Y)Largest decline over 5 years | -12.82% | -23.65% | +10.83% |
Max Drawdown (10Y)Largest decline over 10 years | -28.65% | — | — |
Current DrawdownCurrent decline from peak | -6.65% | 0.00% | -6.65% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -6.97% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.79% | -0.35% |
Volatility
IQQ0.DE vs. 4UBH.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (IQQ0.DE) is 2.53%, while UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) has a volatility of 3.03%. This indicates that IQQ0.DE experiences smaller price fluctuations and is considered to be less risky than 4UBH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQ0.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 3.03% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 5.36% | 9.19% | -3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.78% | 12.45% | -4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.08% | 15.30% | -5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.62% | 15.20% | -3.58% |
IQQ0.DE vs. 4UBH.DE - Expense Ratio Comparison
IQQ0.DE has a 0.30% expense ratio, which is higher than 4UBH.DE's 0.19% expense ratio.
Dividends
IQQ0.DE vs. 4UBH.DE - Dividend Comparison
Neither IQQ0.DE nor 4UBH.DE has paid dividends to shareholders.
Frequently Asked Questions
IQQ0.DE and 4UBH.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBH.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBH.DE is cheaper with a 0.19% expense ratio, compared with 0.30% for IQQ0.DE.
IQQ0.DE tracks MSCI World Minimum Volatility, while 4UBH.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.30% for IQQ0.DE and 0.19% for 4UBH.DE.
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