PLAN.DE vs. 4UBP.DE
Compare and contrast key facts about Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) and UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc (4UBP.DE).
PLAN.DE and 4UBP.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PLAN.DE is a passively managed fund by Amundi that tracks the performance of the Bloomberg Gbl Agg Corp TR USD. It was launched on Aug 12, 2021. 4UBP.DE is a passively managed fund by UBS that tracks the performance of the Bloomberg MSCI Global Liquid Corporates Sustainable Bond. It was launched on Jun 24, 2020. Both PLAN.DE and 4UBP.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.
Performance
PLAN.DE vs. 4UBP.DE - Performance Comparison
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PLAN.DE vs. 4UBP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PLAN.DE Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | -0.29% | 1.00% | 6.07% | 6.47% | -13.19% | -0.21% |
4UBP.DE UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc | 0.37% | -2.18% | 6.73% | 5.80% | -13.17% | 1.64% |
Returns By Period
In the year-to-date period, PLAN.DE achieves a -0.29% return, which is significantly lower than 4UBP.DE's 0.37% return.
PLAN.DE
- 1D
- 0.24%
- 1M
- -1.07%
- YTD
- -0.29%
- 6M
- 0.13%
- 1Y
- 0.85%
- 3Y*
- 4.02%
- 5Y*
- —
- 10Y*
- —
4UBP.DE
- 1D
- -0.09%
- 1M
- -0.80%
- YTD
- 0.37%
- 6M
- 0.81%
- 1Y
- -1.40%
- 3Y*
- 2.87%
- 5Y*
- 0.24%
- 10Y*
- —
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PLAN.DE vs. 4UBP.DE - Expense Ratio Comparison
PLAN.DE has a 0.20% expense ratio, which is higher than 4UBP.DE's 0.13% 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%.
Return for Risk
PLAN.DE vs. 4UBP.DE — Risk / Return Rank
PLAN.DE
4UBP.DE
PLAN.DE vs. 4UBP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) and UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc (4UBP.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.
| PLAN.DE | 4UBP.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | -0.23 | +0.51 |
Sortino ratioReturn per unit of downside risk | 0.39 | -0.26 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.05 | 0.96 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | -0.18 | +0.90 |
Martin ratioReturn relative to average drawdown | 2.29 | -0.48 | +2.77 |
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
| PLAN.DE | 4UBP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | -0.23 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.04 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.07 | -0.06 | -0.01 |
Correlation
The correlation between PLAN.DE and 4UBP.DE is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PLAN.DE vs. 4UBP.DE - Dividend Comparison
Neither PLAN.DE nor 4UBP.DE has paid dividends to shareholders.
Drawdowns
PLAN.DE vs. 4UBP.DE - Drawdown Comparison
The maximum PLAN.DE drawdown since its inception was -14.57%, roughly equal to the maximum 4UBP.DE drawdown of -15.13%. Use the drawdown chart below to compare losses from any high point for PLAN.DE and 4UBP.DE.
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Drawdown Indicators
| PLAN.DE | 4UBP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.57% | -15.13% | +0.56% |
Max Drawdown (1Y)Largest decline over 1 year | -1.67% | -5.45% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.13% | — |
Current DrawdownCurrent decline from peak | -2.02% | -4.83% | +2.81% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -6.80% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 1.81% | -1.29% |
Volatility
PLAN.DE vs. 4UBP.DE - Volatility Comparison
The current volatility for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) is 1.03%, while UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc (4UBP.DE) has a volatility of 1.50%. This indicates that PLAN.DE experiences smaller price fluctuations and is considered to be less risky than 4UBP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLAN.DE | 4UBP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 1.50% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 2.98% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.11% | 5.99% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.64% | 6.56% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.64% | 6.50% | -1.86% |