UBU3.DE vs. AW10.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and AW10.DE (UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc) are both exchange-traded funds - UBU3.DE is a Large Cap Blend Equities fund tracking the MSCI USA, while AW10.DE is a Global Equities fund tracking the MSCI World Climate Paris Aligned. Both are passively managed. Over the past 5 years, UBU3.DE returned 14.24%/yr vs 12.14%/yr for AW10.DE. Their correlation of 0.89 suggests significant overlap in exposure. UBU3.DE charges 0.07%/yr vs 0.15%/yr for AW10.DE.
Performance
UBU3.DE vs. AW10.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBU3.DE achieves a 11.22% return, which is significantly higher than AW10.DE's 7.93% 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%
AW10.DE
- 1D
- 0.29%
- 1M
- 3.41%
- YTD
- 7.93%
- 6M
- 9.80%
- 1Y
- 16.96%
- 3Y*
- 16.77%
- 5Y*
- 12.14%
- 10Y*
- —
UBU3.DE vs. AW10.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -15.80% | 24.83% |
AW10.DE UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc | 7.93% | 9.11% | 25.31% | 21.54% | -17.22% | 22.34% |
Correlation
The correlation between UBU3.DE and AW10.DE is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.89 |
Over the past year, the correlation between UBU3.DE and AW10.DE has dropped to 0.65 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UBU3.DE vs. AW10.DE — Risk / Return Rank
UBU3.DE
AW10.DE
UBU3.DE vs. AW10.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 World Climate Paris Aligned UCITS ETF (USD) Acc (AW10.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 | AW10.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.45 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.24 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 1.02 | +2.36 |
| Martin ratioReturn relative to average drawdown | 11.75 | 1.98 | +9.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UBU3.DE | AW10.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.69 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.70 | +0.21 |
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 | 0.71 | +0.21 |
Drawdowns
UBU3.DE vs. AW10.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, which is greater than AW10.DE's maximum drawdown of -19.92%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and AW10.DE.
Loading charts...
Drawdown Indicators
| UBU3.DE | AW10.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -19.92% | -14.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -16.56% | +9.17% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -17.58% | -6.15% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -19.92% | -3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -5.44% | +5.03% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -5.91% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 8.55% | -6.42% |
Volatility
UBU3.DE vs. AW10.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 World Climate Paris Aligned UCITS ETF (USD) Acc (AW10.DE) has a volatility of 3.47%. This indicates that UBU3.DE experiences smaller price fluctuations and is considered to be less risky than AW10.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UBU3.DE | AW10.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 3.47% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 10.93% | -3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 24.57% | -12.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 17.11% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 16.95% | -0.73% |
UBU3.DE vs. AW10.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than AW10.DE's 0.15% 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. AW10.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, while AW10.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AW10.DE UBS ETF (IE) MSCI World Climate Paris Aligned 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 AW10.DE have a correlation of 0.65, 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 0.15% for AW10.DE.
UBU3.DE is categorized as Large Cap Blend Equities, while AW10.DE is Global Equities. UBU3.DE tracks MSCI USA, while AW10.DE tracks MSCI World Climate Paris Aligned. Their fees differ too: 0.07% for UBU3.DE and 0.15% for AW10.DE.
Find the right allocation for UBU3.DE and AW10.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer