UBUR.DE vs. AW1C.DE
UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) and AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-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 AW1C.DE is a S&P 500 fund tracking the S&P 500® ESG Elite. Both are passively managed. Over the past 5 years, UBUR.DE returned 6.64%/yr vs 15.78%/yr for AW1C.DE. At a 0.35 correlation, their price movements are largely independent. UBUR.DE charges 0.18%/yr vs 0.15%/yr for AW1C.DE.
Performance
UBUR.DE vs. AW1C.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 AW1C.DE's 21.11% 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*
- —
AW1C.DE
- 1D
- -0.12%
- 1M
- 10.22%
- YTD
- 21.11%
- 6M
- 22.20%
- 1Y
- 39.06%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
UBUR.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
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% | 26.05% |
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 UBUR.DE and AW1C.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 | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.35 |
The correlation between UBUR.DE and AW1C.DE shifts across timeframes, from -0.02 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBUR.DE vs. AW1C.DE — Risk / Return Rank
UBUR.DE
AW1C.DE
UBUR.DE vs. AW1C.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 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.
| UBUR.DE | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.48 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 2.33 | -2.62 |
| Martin ratioReturn relative to average drawdown | -0.64 | 4.43 | -5.07 |
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 | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 1.56 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.85 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.92 | -0.11 |
Drawdowns
UBUR.DE vs. AW1C.DE - Drawdown Comparison
The maximum UBUR.DE drawdown since its inception was -35.34%, 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 UBUR.DE and AW1C.DE.
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Drawdown Indicators
| UBUR.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.34% | -22.40% | -12.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -16.86% | +9.05% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -22.40% | +8.00% |
Max Drawdown (5Y)Largest decline over 5 years | -14.40% | -22.40% | +8.00% |
Current DrawdownCurrent decline from peak | -11.30% | -0.12% | -11.18% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -5.82% | -1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.86% | 8.90% | +0.96% |
Volatility
UBUR.DE vs. AW1C.DE - Volatility Comparison
The current volatility for UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) is 3.22%, 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 UBUR.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
| UBUR.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 3.81% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 9.14% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.99% | 25.24% | -14.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 18.35% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 18.11% | +1.34% |
UBUR.DE vs. AW1C.DE - Expense Ratio Comparison
UBUR.DE has a 0.18% expense ratio, which is higher than AW1C.DE's 0.15% 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. AW1C.DE - Dividend Comparison
UBUR.DE's dividend yield for the trailing twelve months is around 1.60%, while AW1C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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 AW1C.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, AW1C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW1C.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for UBUR.DE.
UBUR.DE is categorized as Large Cap Blend Equities, while AW1C.DE is S&P 500. UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.18% for UBUR.DE and 0.15% for AW1C.DE.
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