UBU3.DE vs. AW1P.DE
UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) and AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) are both exchange-traded funds - UBU3.DE is a Large Cap Blend Equities fund tracking the MSCI USA, while AW1P.DE is a Global Equities fund tracking the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 3 years, UBU3.DE returned 18.90%/yr vs 17.31%/yr for AW1P.DE. Their correlation of 0.88 suggests significant overlap in exposure. UBU3.DE charges 0.07%/yr vs 0.25%/yr for AW1P.DE.
Performance
UBU3.DE vs. AW1P.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 AW1P.DE's 14.91% 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%
AW1P.DE
- 1D
- -0.83%
- 1M
- 6.15%
- YTD
- 14.91%
- 6M
- 15.53%
- 1Y
- 25.73%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
UBU3.DE vs. AW1P.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -4.44% |
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 14.91% | 3.61% | 25.39% | 22.76% | -14.89% |
Correlation
The correlation between UBU3.DE and AW1P.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 | 0.86 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.88 |
The correlation between UBU3.DE and AW1P.DE has been stable across timeframes, ranging from 0.86 to 0.88 - a consistent structural relationship.
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Return for Risk
UBU3.DE vs. AW1P.DE — Risk / Return Rank
UBU3.DE
AW1P.DE
UBU3.DE vs. AW1P.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 ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.17 | +0.21 |
| Martin ratioReturn relative to average drawdown | 11.75 | 11.65 | +0.10 |
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 | AW1P.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.85 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | — | — |
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 | 0.69 | +0.24 |
Drawdowns
UBU3.DE vs. AW1P.DE - Drawdown Comparison
The maximum UBU3.DE drawdown since its inception was -34.04%, which is greater than AW1P.DE's maximum drawdown of -23.64%. Use the drawdown chart below to compare losses from any high point for UBU3.DE and AW1P.DE.
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Drawdown Indicators
| UBU3.DE | AW1P.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -23.64% | -10.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -8.07% | +0.68% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -23.64% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -0.83% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -5.35% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.20% | -0.07% |
Volatility
UBU3.DE vs. AW1P.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 ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) has a volatility of 4.21%. This indicates that UBU3.DE experiences smaller price fluctuations and is considered to be less risky than AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 4.21% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 10.23% | -2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 13.86% | -2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 15.73% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 15.73% | +0.49% |
UBU3.DE vs. AW1P.DE - Expense Ratio Comparison
UBU3.DE has a 0.07% expense ratio, which is lower than AW1P.DE'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%.
Dividends
UBU3.DE vs. AW1P.DE - Dividend Comparison
UBU3.DE's dividend yield for the trailing twelve months is around 0.72%, while AW1P.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AW1P.DE UBS ETF (IE) MSCI ACWI 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 AW1P.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 0.25% for AW1P.DE.
UBU3.DE is categorized as Large Cap Blend Equities, while AW1P.DE is Global Equities. UBU3.DE tracks MSCI USA, while AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.07% for UBU3.DE and 0.25% for AW1P.DE.
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