UBUS.DE vs. AW1C.DE
UBUS.DE (UBS ETF (IE) Factor MSCI USA Prime Value 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 - UBUS.DE is a Large Cap Value Equities fund tracking the MSCI USA Prime Value, 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, UBUS.DE returned 8.96%/yr vs 15.78%/yr for AW1C.DE. Their correlation of 0.80 suggests significant overlap in exposure. UBUS.DE charges 0.25%/yr vs 0.15%/yr for AW1C.DE.
Performance
UBUS.DE vs. AW1C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBUS.DE achieves a 7.74% return, which is significantly lower than AW1C.DE's 21.11% return.
UBUS.DE
- 1D
- 0.62%
- 1M
- 2.97%
- YTD
- 7.74%
- 6M
- 7.79%
- 1Y
- 17.74%
- 3Y*
- 10.15%
- 5Y*
- 8.96%
- 10Y*
- 11.26%
AW1C.DE
- 1D
- -0.12%
- 1M
- 10.22%
- YTD
- 21.11%
- 6M
- 22.20%
- 1Y
- 39.06%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
UBUS.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 7.74% | 0.31% | 13.88% | 12.22% | -2.99% | 19.97% |
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 UBUS.DE and AW1C.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 | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.80 |
The correlation between UBUS.DE and AW1C.DE shifts across timeframes, from 0.65 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
UBUS.DE vs. AW1C.DE — Risk / Return Rank
UBUS.DE
AW1C.DE
UBUS.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 Prime Value UCITS ETF (USD) A-dis (UBUS.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.
| UBUS.DE | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.48 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.33 | +0.43 |
| Martin ratioReturn relative to average drawdown | 8.74 | 4.43 | +4.31 |
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
| UBUS.DE | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.56 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.85 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.92 | -0.25 |
Drawdowns
UBUS.DE vs. AW1C.DE - Drawdown Comparison
The maximum UBUS.DE drawdown since its inception was -34.63%, 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 UBUS.DE and AW1C.DE.
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Drawdown Indicators
| UBUS.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.63% | -22.40% | -12.23% |
Max Drawdown (1Y)Largest decline over 1 year | -6.23% | -16.86% | +10.63% |
Max Drawdown (3Y)Largest decline over 3 years | -21.86% | -22.40% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -22.40% | +0.54% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.12% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -5.82% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 8.90% | -6.93% |
Volatility
UBUS.DE vs. AW1C.DE - Volatility Comparison
The current volatility for UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (UBUS.DE) is 2.90%, 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 UBUS.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
| UBUS.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 3.81% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 9.14% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.80% | 25.24% | -13.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 18.35% | -3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 18.11% | -1.74% |
UBUS.DE vs. AW1C.DE - Expense Ratio Comparison
UBUS.DE has a 0.25% 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
UBUS.DE vs. AW1C.DE - Dividend Comparison
UBUS.DE's dividend yield for the trailing twelve months is around 0.98%, while AW1C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 0.98% | 1.14% | 0.61% | 1.38% | 1.52% | 1.30% | 1.66% | 1.17% | 1.58% | 1.42% | 1.28% |
Frequently Asked Questions
UBUS.DE and AW1C.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, 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 0.25% for UBUS.DE.
UBUS.DE is categorized as Large Cap Value Equities, while AW1C.DE is S&P 500. UBUS.DE tracks MSCI USA Prime Value, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.25% for UBUS.DE and 0.15% for AW1C.DE.
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