IQQI.DE vs. 4UBH.DE
IQQI.DE (iShares Global Infrastructure UCITS ETF) and 4UBH.DE (UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc) are both Global Equities funds - IQQI.DE tracks the FTSE Global Core Infrastructure Index while 4UBH.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, IQQI.DE returned 6.76%/yr vs 10.81%/yr for 4UBH.DE. At a 0.46 correlation, their price movements are largely independent. IQQI.DE charges 0.65%/yr vs 0.19%/yr for 4UBH.DE.
Performance
IQQI.DE vs. 4UBH.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IQQI.DE having a 10.36% return and 4UBH.DE slightly lower at 9.92%.
IQQI.DE
- 1D
- -1.37%
- 1M
- -1.18%
- YTD
- 10.36%
- 6M
- 9.16%
- 1Y
- 13.12%
- 3Y*
- 8.46%
- 5Y*
- 6.76%
- 10Y*
- 6.89%
4UBH.DE
- 1D
- 0.19%
- 1M
- 4.60%
- YTD
- 9.92%
- 6M
- 10.00%
- 1Y
- 17.98%
- 3Y*
- 14.49%
- 5Y*
- 10.81%
- 10Y*
- —
IQQI.DE vs. 4UBH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IQQI.DE iShares Global Infrastructure UCITS ETF | 10.36% | 0.54% | 14.51% | -3.16% | -0.37% | 25.51% |
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 IQQI.DE and 4UBH.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.46 |
Over the past year, the correlation between IQQI.DE and 4UBH.DE has dropped to 0.17 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
IQQI.DE vs. 4UBH.DE — Risk / Return Rank
IQQI.DE
4UBH.DE
IQQI.DE vs. 4UBH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure UCITS ETF (IQQI.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.
| IQQI.DE | 4UBH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.85 | +0.70 |
| Martin ratioReturn relative to average drawdown | 6.21 | 6.41 | -0.20 |
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
| IQQI.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.43 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.77 | -0.44 |
Drawdowns
IQQI.DE vs. 4UBH.DE - Drawdown Comparison
The maximum IQQI.DE drawdown since its inception was -42.25%, 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 IQQI.DE and 4UBH.DE.
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Drawdown Indicators
| IQQI.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.25% | -23.65% | -18.60% |
Max Drawdown (1Y)Largest decline over 1 year | -4.81% | -9.61% | +4.80% |
Max Drawdown (3Y)Largest decline over 3 years | -14.76% | -22.46% | +7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -23.65% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | — | — |
Current DrawdownCurrent decline from peak | -3.21% | 0.00% | -3.21% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -6.97% | -4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.79% | -0.81% |
Volatility
IQQI.DE vs. 4UBH.DE - Volatility Comparison
iShares Global Infrastructure UCITS ETF (IQQI.DE) has a higher volatility of 3.88% compared to UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) at 3.03%. This indicates that IQQI.DE's price experiences larger fluctuations and is considered to be riskier 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
| IQQI.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.03% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.71% | 9.19% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.48% | 12.45% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.70% | 15.30% | -2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.23% | 15.20% | -0.97% |
IQQI.DE vs. 4UBH.DE - Expense Ratio Comparison
IQQI.DE has a 0.65% expense ratio, which is higher than 4UBH.DE's 0.19% expense ratio.
Dividends
IQQI.DE vs. 4UBH.DE - Dividend Comparison
IQQI.DE's dividend yield for the trailing twelve months is around 2.09%, while 4UBH.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBH.DE UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 2.09% | 2.30% | 2.28% | 2.42% | 2.14% | 1.85% | 2.25% | 2.05% | 2.30% | 2.76% | 2.64% | 3.14% |
Frequently Asked Questions
IQQI.DE and 4UBH.DE have a correlation of 0.17, 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 0.65% for IQQI.DE.
IQQI.DE tracks FTSE Global Core Infrastructure Index, 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: 0.65% for IQQI.DE and 0.19% for 4UBH.DE.
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