UBUR.DE vs. 4UBQ.DE
UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - UBUR.DE is a Large Cap Blend Equities fund tracking the MSCI USA Select Dynamic 50% Risk Weighted, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, UBUR.DE returned 6.64%/yr vs 15.51%/yr for 4UBQ.DE. At a 0.41 correlation, their price movements are largely independent. UBUR.DE charges 0.18%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
UBUR.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBUR.DE achieves a 0.53% return, which is significantly lower than 4UBQ.DE's 11.15% return.
UBUR.DE
- 1D
- -0.14%
- 1M
- -0.65%
- YTD
- 0.53%
- 6M
- 0.77%
- 1Y
- -1.23%
- 3Y*
- 5.82%
- 5Y*
- 6.64%
- 10Y*
- —
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
UBUR.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.53% | -5.64% | 20.63% | 2.15% | -0.28% | 33.09% | 5.62% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
Correlation
The correlation between UBUR.DE and 4UBQ.DE is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.41 |
The correlation between UBUR.DE and 4UBQ.DE shifts across timeframes, from -0.02 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBUR.DE vs. 4UBQ.DE — Risk / Return Rank
UBUR.DE
4UBQ.DE
UBUR.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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.
| UBUR.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -3.57 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.46 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 4.10 | -4.39 |
| Martin ratioReturn relative to average drawdown | -0.64 | 15.73 | -16.37 |
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
| UBUR.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 2.47 | -2.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 1.00 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 1.11 | -0.30 |
Drawdowns
UBUR.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum UBUR.DE drawdown since its inception was -35.34%, 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 UBUR.DE and 4UBQ.DE.
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Drawdown Indicators
| UBUR.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.34% | -23.35% | -11.99% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -6.93% | -0.88% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -23.35% | +8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -14.40% | -23.35% | +8.95% |
Current DrawdownCurrent decline from peak | -11.30% | 0.00% | -11.30% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -4.02% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.86% | 1.81% | +8.05% |
Volatility
UBUR.DE vs. 4UBQ.DE - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a higher volatility of 3.22% compared to UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that UBUR.DE's price experiences larger fluctuations and is considered to be riskier than 4UBQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBUR.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 2.81% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 7.61% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.99% | 11.53% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 15.27% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 15.39% | +4.06% |
UBUR.DE vs. 4UBQ.DE - Expense Ratio Comparison
UBUR.DE has a 0.18% expense ratio, which is higher than 4UBQ.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UBUR.DE vs. 4UBQ.DE - Dividend Comparison
UBUR.DE's dividend yield for the trailing twelve months is around 1.60%, while 4UBQ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.60% | 1.87% | 1.44% | 1.39% | 1.28% | 0.93% | 1.62% | 1.40% | 1.37% | 0.68% |
Frequently Asked Questions
UBUR.DE and 4UBQ.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.18% for UBUR.DE.
UBUR.DE is categorized as Large Cap Blend Equities, while 4UBQ.DE is S&P 500. UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.18% for UBUR.DE and 0.10% for 4UBQ.DE.
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