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UBU9.DE vs. 4UBQ.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

UBU9.DE vs. 4UBQ.DE

Last updated Apr 2, 2026

Compare and contrast key facts about UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE).

UBU9.DE and 4UBQ.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UBU9.DE is a passively managed fund by UBS that tracks the performance of the S&P 500. It was launched on Aug 5, 2025. 4UBQ.DE is a passively managed fund by UBS that tracks the performance of the S&P 500 ESG. It was launched on Apr 18, 2019. Both UBU9.DE and 4UBQ.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

UBU9.DE vs. 4UBQ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE). The values are adjusted to include any dividend payments, if applicable.

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UBU9.DE vs. 4UBQ.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
UBU9.DE
UBS Core S&P 500 UCITS ETF USD dis		-3.10%4.68%32.18%22.24%-14.31%40.34%9.49%
4UBQ.DE
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc		-2.67%5.39%31.02%24.03%-13.92%43.62%8.66%

Returns By Period

In the year-to-date period, UBU9.DE achieves a -3.10% return, which is significantly lower than 4UBQ.DE's -2.67% return.

UBU9.DE

1D
1.72%
1M
-3.11%
YTD
-3.10%
6M
-0.00%
1Y
10.10%
3Y*
15.95%
5Y*
11.96%
10Y*
13.44%

4UBQ.DE

1D
0.20%
1M
-3.02%
YTD
-2.67%
6M
1.52%
1Y
11.99%
3Y*
16.16%
5Y*
13.00%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

UBS Core S&P 500 UCITS ETF USD dis

UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc

Often compared with UBU9.DE:
UBU9.DE vs. FXAIXUBU9.DE vs. VUSA.DEUBU9.DE vs. VGKUBU9.DE vs. VOOUBU9.DE vs. SPYL.DEUBU9.DE vs. SPX5.LUBU9.DE vs. IBCK.DE
Often compared with 4UBQ.DE:
4UBQ.DE vs. VUAA.L4UBQ.DE vs. ESG4UBQ.DE vs. VUSA.AS4UBQ.DE vs. SPHQ4UBQ.DE vs. VOO4UBQ.DE vs. VUAG.L4UBQ.DE vs. IUIT.L

UBU9.DE vs. 4UBQ.DE - Expense Ratio Comparison

UBU9.DE has a 0.03% expense ratio, which is lower than 4UBQ.DE's 0.10% 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%.

4UBQ.DE
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc
UBU9.DE
UBS Core S&P 500 UCITS ETF USD dis

Return for Risk

UBU9.DE vs. 4UBQ.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UBU9.DE
UBU9.DE Risk / Return Rank: 3333
Overall Rank
UBU9.DE Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
UBU9.DE Sortino Ratio Rank: 2828
Sortino Ratio Rank
UBU9.DE Omega Ratio Rank: 3030
Omega Ratio Rank
UBU9.DE Calmar Ratio Rank: 3939
Calmar Ratio Rank
UBU9.DE Martin Ratio Rank: 4040
Martin Ratio Rank
4UBQ.DE
4UBQ.DE Risk / Return Rank: 5252
Overall Rank
4UBQ.DE Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
4UBQ.DE Sortino Ratio Rank: 3232
Sortino Ratio Rank
4UBQ.DE Omega Ratio Rank: 3535
Omega Ratio Rank
4UBQ.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
4UBQ.DE Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UBU9.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.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.

UBU9.DE4UBQ.DEDifference

Sharpe ratio

Return per unit of total volatility

0.59

0.70

-0.11

Sortino ratio

Return per unit of downside risk

0.89

1.03

-0.13

Omega ratio

Gain probability vs. loss probability

1.13

1.15

-0.02

Calmar ratio

Return relative to maximum drawdown

1.20

2.67

-1.47

Martin ratio

Return relative to average drawdown

4.33

9.65

-5.32

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UBU9.DE vs. 4UBQ.DE - Sharpe Ratio Comparison

The current UBU9.DE Sharpe Ratio is 0.59, which is comparable to the 4UBQ.DE Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of UBU9.DE and 4UBQ.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

UBU9.DE4UBQ.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.59

0.70

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.84

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.96

-0.09

Correlation

The correlation between UBU9.DE and 4UBQ.DE is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

UBU9.DE vs. 4UBQ.DE - Dividend Comparison

UBU9.DE's dividend yield for the trailing twelve months is around 0.92%, while 4UBQ.DE has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
UBU9.DE
UBS Core S&P 500 UCITS ETF USD dis		0.92%0.90%0.88%1.05%1.22%0.75%1.23%1.21%1.30%1.35%1.51%1.38%
4UBQ.DE
UBS ETF (IE) S&P 500 ESG 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%

Drawdowns

UBU9.DE vs. 4UBQ.DE - Drawdown Comparison

The maximum UBU9.DE drawdown since its inception was -33.82%, which is greater than 4UBQ.DE's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for UBU9.DE and 4UBQ.DE.

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Drawdown Indicators

UBU9.DE4UBQ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.82%

-23.35%

-10.47%

Max Drawdown (1Y)

Largest decline over 1 year

-13.43%

-8.72%

-4.71%

Max Drawdown (5Y)

Largest decline over 5 years

-23.30%

-23.35%

+0.05%

Max Drawdown (10Y)

Largest decline over 10 years

-33.82%

—

—

Current Drawdown

Current decline from peak

-5.29%

-4.75%

-0.54%

Average Drawdown

Average peak-to-trough decline

-4.05%

-4.12%

+0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

1.92%

+0.42%

Volatility

UBU9.DE vs. 4UBQ.DE - Volatility Comparison

UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) have volatilities of 3.79% and 3.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

UBU9.DE4UBQ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.79%

3.74%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

8.62%

8.36%

+0.26%

Volatility (1Y)

Calculated over the trailing 1-year period

17.20%

17.05%

+0.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.24%

15.30%

-0.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.15%

15.51%

+0.64%