UBU3.DE vs. 4UBI.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and 4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) are both Large Cap Blend Equities funds from UBS - UBU3.DE tracks the MSCI USA while 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, UBU3.DE returned 14.24%/yr vs 12.60%/yr for 4UBI.DE. Their correlation of 0.94 suggests significant overlap in exposure. UBU3.DE charges 0.07%/yr vs 0.19%/yr for 4UBI.DE.
Performance
UBU3.DE vs. 4UBI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU3.DE achieves a 11.22% return, which is significantly lower than 4UBI.DE's 14.39% return.
UBU3.DE
- 1D
- -0.11%
- 1M
- 5.37%
- YTD
- 11.22%
- 6M
- 11.16%
- 1Y
- 25.10%
- 3Y*
- 18.90%
- 5Y*
- 14.24%
- 10Y*
- 14.72%
4UBI.DE
- 1D
- -0.66%
- 1M
- 8.11%
- YTD
- 14.39%
- 6M
- 13.96%
- 1Y
- 23.75%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
UBU3.DE vs. 4UBI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -15.80% | 38.39% | 18.03% |
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 UBU3.DE and 4UBI.DE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.94 |
The correlation between UBU3.DE and 4UBI.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
UBU3.DE vs. 4UBI.DE — Risk / Return Rank
UBU3.DE
4UBI.DE
UBU3.DE vs. 4UBI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.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.
| UBU3.DE | 4UBI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.29 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 1.17 | +2.21 |
| Martin ratioReturn relative to average drawdown | 11.75 | 2.16 | +9.58 |
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
| UBU3.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.93 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.65 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.84 | +0.09 |
Drawdowns
UBU3.DE vs. 4UBI.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, 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 UBU3.DE and 4UBI.DE.
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Drawdown Indicators
| UBU3.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -24.63% | -9.41% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -20.21% | +12.82% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -24.63% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -24.63% | +0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -2.14% | +1.73% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -7.53% | +3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 10.95% | -8.82% |
Volatility
UBU3.DE vs. 4UBI.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) is 2.73%, while UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a volatility of 3.91%. This indicates that UBU3.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
| UBU3.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 3.91% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 9.67% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 25.41% | -13.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 19.14% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 18.82% | -2.60% |
UBU3.DE vs. 4UBI.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% 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
UBU3.DE vs. 4UBI.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, while 4UBI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA 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% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 0.72% | 0.90% | 0.85% | 1.01% | 1.18% | 0.71% | 1.16% | 1.18% | 1.27% | 1.18% | 1.48% | 1.31% |
Frequently Asked Questions
UBU3.DE and 4UBI.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU3.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU3.DE is cheaper with a 0.07% expense ratio, compared with 0.19% for 4UBI.DE.
UBU3.DE tracks MSCI USA, while 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.07% for UBU3.DE and 0.19% for 4UBI.DE.
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