UBU7.DE vs. AW1C.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) are both exchange-traded funds - UBU7.DE is a Global Equities fund tracking the MSCI World, while AW1C.DE is a S&P 500 fund tracking the S&P 500® ESG Elite. Both are passively managed. Over the past 5 years, UBU7.DE returned 12.72%/yr vs 15.78%/yr for AW1C.DE. Their correlation of 0.93 suggests significant overlap in exposure. UBU7.DE charges 0.10%/yr vs 0.15%/yr for AW1C.DE.
Performance
UBU7.DE vs. AW1C.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 lower than AW1C.DE's 21.11% 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%
AW1C.DE
- 1D
- -0.12%
- 1M
- 10.22%
- YTD
- 21.11%
- 6M
- 22.20%
- 1Y
- 39.06%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
UBU7.DE vs. AW1C.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% | 22.86% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.11% | 6.94% | 24.89% | 24.93% | -14.50% | 30.17% |
Correlation
The correlation between UBU7.DE and AW1C.DE is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.93 |
The correlation between UBU7.DE and AW1C.DE has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
UBU7.DE vs. AW1C.DE — Risk / Return Rank
UBU7.DE
AW1C.DE
UBU7.DE vs. AW1C.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) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.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 | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.48 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 2.33 | +1.25 |
| Martin ratioReturn relative to average drawdown | 14.23 | 4.43 | +9.81 |
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 | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.56 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.85 | +0.04 |
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 | 0.92 | -0.09 |
Drawdowns
UBU7.DE vs. AW1C.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.84%, which is greater than AW1C.DE's maximum drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and AW1C.DE.
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Drawdown Indicators
| UBU7.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -22.40% | -11.44% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -16.86% | +10.25% |
Max Drawdown (3Y)Largest decline over 3 years | -21.69% | -22.40% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -22.40% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | — | — |
Current DrawdownCurrent decline from peak | -0.31% | -0.12% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -5.82% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 8.90% | -7.24% |
Volatility
UBU7.DE vs. AW1C.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) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a volatility of 3.81%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky than AW1C.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 | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 3.81% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 9.14% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.04% | 25.24% | -14.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 18.35% | -4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 18.11% | -3.00% |
UBU7.DE vs. AW1C.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than AW1C.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
UBU7.DE vs. AW1C.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.13%, while AW1C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-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
UBU7.DE and AW1C.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.15% for AW1C.DE.
UBU7.DE is categorized as Global Equities, while AW1C.DE is S&P 500. UBU7.DE tracks MSCI World, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.10% for UBU7.DE and 0.15% for AW1C.DE.
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