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S5EE.L vs. XWQS.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

S5EE.L vs. XWQS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS S&P 500 ESG Elite UCITS ETF USD acc (S5EE.L) and Xtrackers MSCI World Quality ESG UCITS ETF 1C (XWQS.L). The values are adjusted to include any dividend payments, if applicable.

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S5EE.L vs. XWQS.L - Yearly Performance Comparison


2026 (YTD)202520242023
S5EE.L
UBS S&P 500 ESG Elite UCITS ETF USD acc
-3.50%11.67%20.01%9.95%
XWQS.L
Xtrackers MSCI World Quality ESG UCITS ETF 1C
-0.78%9.12%20.95%-12.78%
Different Trading Currencies

S5EE.L is traded in GBp, while XWQS.L is traded in GBP. To make them comparable, the XWQS.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, S5EE.L achieves a -3.50% return, which is significantly lower than XWQS.L's -0.78% return.


S5EE.L

1D
2.18%
1M
-3.93%
YTD
-3.50%
6M
3.09%
1Y
14.44%
3Y*
14.65%
5Y*
12.08%
10Y*

XWQS.L

1D
2.09%
1M
-4.29%
YTD
-0.78%
6M
4.37%
1Y
17.03%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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S5EE.L vs. XWQS.L - Expense Ratio Comparison

S5EE.L has a 0.15% expense ratio, which is lower than XWQS.L's 0.25% 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%.


Return for Risk

S5EE.L vs. XWQS.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

S5EE.L
S5EE.L Risk / Return Rank: 5050
Overall Rank
S5EE.L Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
S5EE.L Sortino Ratio Rank: 4646
Sortino Ratio Rank
S5EE.L Omega Ratio Rank: 4444
Omega Ratio Rank
S5EE.L Calmar Ratio Rank: 5959
Calmar Ratio Rank
S5EE.L Martin Ratio Rank: 5555
Martin Ratio Rank

XWQS.L
XWQS.L Risk / Return Rank: 6666
Overall Rank
XWQS.L Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
XWQS.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
XWQS.L Omega Ratio Rank: 5858
Omega Ratio Rank
XWQS.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
XWQS.L Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

S5EE.L vs. XWQS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS S&P 500 ESG Elite UCITS ETF USD acc (S5EE.L) and Xtrackers MSCI World Quality ESG UCITS ETF 1C (XWQS.L). 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.


S5EE.LXWQS.LDifference

Sharpe ratio

Return per unit of total volatility

0.92

1.17

-0.25

Sortino ratio

Return per unit of downside risk

1.34

1.68

-0.34

Omega ratio

Gain probability vs. loss probability

1.19

1.23

-0.05

Calmar ratio

Return relative to maximum drawdown

1.70

2.22

-0.52

Martin ratio

Return relative to average drawdown

6.07

8.79

-2.72

S5EE.L vs. XWQS.L - Sharpe Ratio Comparison

The current S5EE.L Sharpe Ratio is 0.92, which is comparable to the XWQS.L Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of S5EE.L and XWQS.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


S5EE.LXWQS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

1.17

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

0.26

+0.60

Correlation

The correlation between S5EE.L and XWQS.L is 0.90, 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

S5EE.L vs. XWQS.L - Dividend Comparison

Neither S5EE.L nor XWQS.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

S5EE.L vs. XWQS.L - Drawdown Comparison

The maximum S5EE.L drawdown since its inception was -20.25%, smaller than the maximum XWQS.L drawdown of -23.95%. Use the drawdown chart below to compare losses from any high point for S5EE.L and XWQS.L.


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Drawdown Indicators


S5EE.LXWQS.LDifference

Max Drawdown

Largest peak-to-trough decline

-20.25%

-23.95%

+3.70%

Max Drawdown (1Y)

Largest decline over 1 year

-10.40%

-9.47%

-0.93%

Max Drawdown (5Y)

Largest decline over 5 years

-20.25%

Current Drawdown

Current decline from peak

-6.07%

-4.93%

-1.14%

Average Drawdown

Average peak-to-trough decline

-3.88%

-7.49%

+3.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

1.98%

+0.43%

Volatility

S5EE.L vs. XWQS.L - Volatility Comparison

UBS S&P 500 ESG Elite UCITS ETF USD acc (S5EE.L) and Xtrackers MSCI World Quality ESG UCITS ETF 1C (XWQS.L) have volatilities of 4.41% and 4.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


S5EE.LXWQS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.41%

4.41%

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

8.74%

8.63%

+0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

15.65%

14.51%

+1.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.69%

18.97%

-4.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.64%

18.97%

-4.33%