UBU9.DE vs. AW10.DE
UBU9.DE (UBS Core S&P 500 UCITS ETF USD dis) and AW10.DE (UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc) are both exchange-traded funds - UBU9.DE is a S&P 500 fund tracking the S&P 500, while AW10.DE is a Global Equities fund tracking the MSCI World Climate Paris Aligned. Both are passively managed. Over the past 5 years, UBU9.DE returned 14.63%/yr vs 12.14%/yr for AW10.DE. Their correlation of 0.89 suggests significant overlap in exposure. UBU9.DE charges 0.03%/yr vs 0.15%/yr for AW10.DE.
Performance
UBU9.DE vs. AW10.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU9.DE achieves a 11.29% return, which is significantly higher than AW10.DE's 7.93% return.
UBU9.DE
- 1D
- -0.13%
- 1M
- 4.33%
- YTD
- 11.29%
- 6M
- 10.76%
- 1Y
- 25.48%
- 3Y*
- 18.75%
- 5Y*
- 14.63%
- 10Y*
- 14.73%
AW10.DE
- 1D
- 0.29%
- 1M
- 1.14%
- YTD
- 7.93%
- 6M
- 9.56%
- 1Y
- 16.83%
- 3Y*
- 16.77%
- 5Y*
- 12.14%
- 10Y*
- —
UBU9.DE vs. AW10.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 11.29% | 4.68% | 32.18% | 22.24% | -14.31% | 25.68% |
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 UBU9.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 UBU9.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.
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Return for Risk
UBU9.DE vs. AW10.DE — Risk / Return Rank
UBU9.DE
AW10.DE
UBU9.DE vs. AW10.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) 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.
| UBU9.DE | AW10.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.51 | ||
| Sortino ratioReturn per unit of downside risk | +1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.24 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 1.02 | +2.51 |
| Martin ratioReturn relative to average drawdown | 12.53 | 1.98 | +10.55 |
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
| UBU9.DE | AW10.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 0.69 | +1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.70 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.71 | +0.22 |
Drawdowns
UBU9.DE vs. AW10.DE - Drawdown Comparison
The maximum UBU9.DE drawdown since its inception was -33.82%, 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 UBU9.DE and AW10.DE.
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Drawdown Indicators
| UBU9.DE | AW10.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -19.92% | -13.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -16.56% | +9.37% |
Max Drawdown (3Y)Largest decline over 3 years | -23.30% | -17.58% | -5.72% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -19.92% | -3.38% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -0.45% | -5.44% | +4.99% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -5.91% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 8.55% | -6.52% |
Volatility
UBU9.DE vs. AW10.DE - Volatility Comparison
The current volatility for UBS Core S&P 500 UCITS ETF USD dis (UBU9.DE) is 2.66%, while UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc (AW10.DE) has a volatility of 3.47%. This indicates that UBU9.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.
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Volatility by Period
| UBU9.DE | AW10.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 3.47% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 10.93% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.55% | 24.57% | -13.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 17.11% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 16.95% | -0.85% |
UBU9.DE vs. AW10.DE - Expense Ratio Comparison
UBU9.DE has a 0.03% 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
UBU9.DE vs. AW10.DE - Dividend Comparison
UBU9.DE's dividend yield for the trailing twelve months is around 0.80%, 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% |
UBU9.DE UBS Core S&P 500 UCITS ETF USD dis | 0.80% | 0.90% | 0.88% | 1.05% | 1.22% | 0.75% | 1.23% | 1.21% | 1.30% | 1.35% | 1.51% | 1.38% |
Frequently Asked Questions
UBU9.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, UBU9.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU9.DE is cheaper with a 0.03% expense ratio, compared with 0.15% for AW10.DE.
UBU9.DE is categorized as S&P 500, while AW10.DE is Global Equities. UBU9.DE tracks S&P 500, while AW10.DE tracks MSCI World Climate Paris Aligned. Their fees differ too: 0.03% for UBU9.DE and 0.15% for AW10.DE.
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