UBU7.DE vs. 4UBH.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and 4UBH.DE (UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc) are both Global Equities funds from UBS - UBU7.DE tracks the MSCI World while 4UBH.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, UBU7.DE returned 12.72%/yr vs 10.81%/yr for 4UBH.DE. With a 0.95 correlation, they move nearly in lockstep. UBU7.DE charges 0.10%/yr vs 0.19%/yr for 4UBH.DE.
Performance
UBU7.DE vs. 4UBH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU7.DE achieves a 10.81% return, which is significantly higher than 4UBH.DE's 9.92% return.
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
4UBH.DE
- 1D
- 0.19%
- 1M
- 4.60%
- YTD
- 9.92%
- 6M
- 10.00%
- 1Y
- 17.98%
- 3Y*
- 14.49%
- 5Y*
- 10.81%
- 10Y*
- —
UBU7.DE vs. 4UBH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 25.99% |
4UBH.DE UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc | 9.92% | 1.56% | 23.21% | 25.08% | -20.30% | 31.51% |
Correlation
The correlation between UBU7.DE and 4UBH.DE is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.95 |
The correlation between UBU7.DE and 4UBH.DE has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.
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Return for Risk
UBU7.DE vs. 4UBH.DE — Risk / Return Rank
UBU7.DE
4UBH.DE
UBU7.DE vs. 4UBH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) and UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.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.
| UBU7.DE | 4UBH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.71 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.26 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 1.85 | +1.72 |
| Martin ratioReturn relative to average drawdown | 14.23 | 6.41 | +7.82 |
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
| UBU7.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.43 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.70 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.77 | +0.05 |
Drawdowns
UBU7.DE vs. 4UBH.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.84%, which is greater than 4UBH.DE's maximum drawdown of -23.65%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and 4UBH.DE.
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Drawdown Indicators
| UBU7.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -23.65% | -10.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -9.61% | +3.00% |
Max Drawdown (3Y)Largest decline over 3 years | -21.69% | -22.46% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -23.65% | +1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | — | — |
Current DrawdownCurrent decline from peak | -0.31% | 0.00% | -0.31% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -6.97% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.79% | -1.13% |
Volatility
UBU7.DE vs. 4UBH.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 2.57%, while UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) has a volatility of 3.03%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky than 4UBH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBU7.DE | 4UBH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 3.03% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 9.19% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.04% | 12.45% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 15.30% | -1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 15.20% | -0.09% |
UBU7.DE vs. 4UBH.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than 4UBH.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
UBU7.DE vs. 4UBH.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.13%, while 4UBH.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBH.DE UBS ETF (IE) MSCI World 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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
With a correlation of 0.91, UBU7.DE and 4UBH.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.19% for 4UBH.DE.
UBU7.DE tracks MSCI World, while 4UBH.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.10% for UBU7.DE and 0.19% for 4UBH.DE.
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