UBUS.DE vs. AW1P.DE
UBUS.DE (UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis) and AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) are both exchange-traded funds - UBUS.DE is a Large Cap Value Equities fund tracking the MSCI USA Prime Value, while AW1P.DE is a Global Equities fund tracking the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 3 years, UBUS.DE returned 10.15%/yr vs 17.31%/yr for AW1P.DE. A 0.73 correlation means they provide meaningful diversification when combined. Both charge a 0.25% expense ratio.
Performance
UBUS.DE vs. AW1P.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 AW1P.DE's 14.91% return.
UBUS.DE
- 1D
- 0.62%
- 1M
- 3.91%
- YTD
- 7.74%
- 6M
- 8.30%
- 1Y
- 17.28%
- 3Y*
- 10.15%
- 5Y*
- 8.96%
- 10Y*
- 11.26%
AW1P.DE
- 1D
- -0.83%
- 1M
- 6.15%
- YTD
- 14.91%
- 6M
- 15.53%
- 1Y
- 25.73%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
UBUS.DE vs. AW1P.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UBUS.DE UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF (USD) A-dis | 7.74% | 0.31% | 13.88% | 12.22% | 3.52% |
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 14.91% | 3.61% | 25.39% | 22.76% | -14.89% |
Correlation
The correlation between UBUS.DE and AW1P.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 | 0.70 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.73 |
The correlation between UBUS.DE and AW1P.DE has been stable across timeframes, ranging from 0.65 to 0.73 - a consistent structural relationship.
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Return for Risk
UBUS.DE vs. AW1P.DE — Risk / Return Rank
UBUS.DE
AW1P.DE
UBUS.DE vs. AW1P.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) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 3.17 | -0.41 |
| Martin ratioReturn relative to average drawdown | 8.74 | 11.65 | -2.91 |
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 | AW1P.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.85 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | — | — |
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 | 0.69 | -0.02 |
Drawdowns
UBUS.DE vs. AW1P.DE - Drawdown Comparison
The maximum UBUS.DE drawdown since its inception was -34.63%, which is greater than AW1P.DE's maximum drawdown of -23.64%. Use the drawdown chart below to compare losses from any high point for UBUS.DE and AW1P.DE.
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Drawdown Indicators
| UBUS.DE | AW1P.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.63% | -23.64% | -10.99% |
Max Drawdown (1Y)Largest decline over 1 year | -6.23% | -8.07% | +1.84% |
Max Drawdown (3Y)Largest decline over 3 years | -21.86% | -23.64% | +1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.83% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -5.35% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.20% | -0.23% |
Volatility
UBUS.DE vs. AW1P.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) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) has a volatility of 4.21%. This indicates that UBUS.DE experiences smaller price fluctuations and is considered to be less risky than AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 4.21% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 10.23% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.80% | 13.86% | -2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 15.73% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 15.73% | +0.64% |
UBUS.DE vs. AW1P.DE - Expense Ratio Comparison
Both UBUS.DE and AW1P.DE have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
UBUS.DE vs. AW1P.DE - Dividend Comparison
UBUS.DE's dividend yield for the trailing twelve months is around 0.98%, while AW1P.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible 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% |
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 AW1P.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.
Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
UBUS.DE and AW1P.DE have the same expense ratio: 0.25% per year.
UBUS.DE is categorized as Large Cap Value Equities, while AW1P.DE is Global Equities. UBUS.DE tracks MSCI USA Prime Value, while AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped.
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