MIVU.DE vs. 4UBI.DE
MIVU.DE (Amundi MSCI USA Minimum Volatility Factor UCITS ETF) and 4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) are both Large Cap Blend Equities funds - MIVU.DE tracks the MSCI USA Minimum Volatility while 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, MIVU.DE returned 8.13%/yr vs 12.60%/yr for 4UBI.DE. A 0.73 correlation means they provide meaningful diversification when combined. MIVU.DE charges 0.18%/yr vs 0.19%/yr for 4UBI.DE.
Performance
MIVU.DE vs. 4UBI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, MIVU.DE achieves a 2.88% return, which is significantly lower than 4UBI.DE's 14.39% return.
MIVU.DE
- 1D
- -0.26%
- 1M
- 3.60%
- YTD
- 2.88%
- 6M
- 2.79%
- 1Y
- 3.11%
- 3Y*
- 8.40%
- 5Y*
- 8.13%
- 10Y*
- —
4UBI.DE
- 1D
- -0.66%
- 1M
- 6.42%
- YTD
- 14.39%
- 6M
- 13.20%
- 1Y
- 23.80%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
MIVU.DE vs. 4UBI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MIVU.DE Amundi MSCI USA Minimum Volatility Factor UCITS ETF | 2.88% | -3.87% | 22.89% | 5.36% | -4.28% | 31.88% | 2.35% |
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 26.19% | 28.05% | -21.21% | 43.58% | 18.50% |
Correlation
The correlation between MIVU.DE and 4UBI.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.73 |
Over the past year, the correlation between MIVU.DE and 4UBI.DE has dropped to 0.45 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.
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Return for Risk
MIVU.DE vs. 4UBI.DE — Risk / Return Rank
MIVU.DE
4UBI.DE
MIVU.DE vs. 4UBI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.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.
| MIVU.DE | 4UBI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.29 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | 1.17 | -0.65 |
| Martin ratioReturn relative to average drawdown | 1.15 | 2.16 | -1.01 |
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
| MIVU.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.93 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.65 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.84 | -0.24 |
Drawdowns
MIVU.DE vs. 4UBI.DE - Drawdown Comparison
The maximum MIVU.DE drawdown since its inception was -32.69%, which is greater than 4UBI.DE's maximum drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for MIVU.DE and 4UBI.DE.
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Drawdown Indicators
| MIVU.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.69% | -24.63% | -8.06% |
Max Drawdown (1Y)Largest decline over 1 year | -4.83% | -20.21% | +15.38% |
Max Drawdown (3Y)Largest decline over 3 years | -14.89% | -24.63% | +9.74% |
Max Drawdown (5Y)Largest decline over 5 years | -14.89% | -24.63% | +9.74% |
Current DrawdownCurrent decline from peak | -6.68% | -2.14% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -7.53% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 10.95% | -8.75% |
Volatility
MIVU.DE vs. 4UBI.DE - Volatility Comparison
The current volatility for Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE) is 2.83%, while UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a volatility of 3.91%. This indicates that MIVU.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
| MIVU.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 3.91% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.02% | 9.67% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.94% | 25.41% | -16.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.89% | 19.14% | -7.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.97% | 18.82% | -4.85% |
MIVU.DE vs. 4UBI.DE - Expense Ratio Comparison
MIVU.DE has a 0.18% 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%.
Dividends
MIVU.DE vs. 4UBI.DE - Dividend Comparison
Neither MIVU.DE nor 4UBI.DE has paid dividends to shareholders.
Frequently Asked Questions
MIVU.DE and 4UBI.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MIVU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MIVU.DE is cheaper with a 0.18% expense ratio, compared with 0.19% for 4UBI.DE.
MIVU.DE tracks MSCI USA Minimum Volatility, while 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.18% for MIVU.DE and 0.19% for 4UBI.DE.
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