UEF5.DE vs. AW1P.DE
UEF5.DE (UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis) and AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) are both exchange-traded funds - UEF5.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped, 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, UEF5.DE returned 24.16%/yr vs 17.31%/yr for AW1P.DE. A 0.65 correlation means they provide meaningful diversification when combined. UEF5.DE charges 0.24%/yr vs 0.25%/yr for AW1P.DE.
Performance
UEF5.DE vs. AW1P.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEF5.DE achieves a 34.15% return, which is significantly higher than AW1P.DE's 14.91% return.
UEF5.DE
- 1D
- -1.52%
- 1M
- 6.86%
- YTD
- 34.15%
- 6M
- 35.47%
- 1Y
- 59.20%
- 3Y*
- 24.16%
- 5Y*
- 10.12%
- 10Y*
- 9.52%
AW1P.DE
- 1D
- -0.83%
- 1M
- 4.47%
- YTD
- 14.91%
- 6M
- 14.81%
- 1Y
- 26.28%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
UEF5.DE vs. AW1P.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 34.15% | 21.04% | 15.43% | 3.76% | -10.65% |
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 UEF5.DE and AW1P.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.65 |
The correlation between UEF5.DE and AW1P.DE has been stable across timeframes, ranging from 0.65 to 0.74 - a consistent structural relationship.
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Return for Risk
UEF5.DE vs. AW1P.DE — Risk / Return Rank
UEF5.DE
AW1P.DE
UEF5.DE vs. AW1P.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.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.
| UEF5.DE | AW1P.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.30 | ||
| Sortino ratioReturn per unit of downside risk | +1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.33 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 6.29 | 3.17 | +3.12 |
| Martin ratioReturn relative to average drawdown | 21.83 | 11.65 | +10.18 |
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
| UEF5.DE | AW1P.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.14 | 1.85 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.69 | -0.28 |
Drawdowns
UEF5.DE vs. AW1P.DE - Drawdown Comparison
The maximum UEF5.DE drawdown since its inception was -36.71%, 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 UEF5.DE and AW1P.DE.
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Drawdown Indicators
| UEF5.DE | AW1P.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.71% | -23.64% | -13.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -8.07% | -1.45% |
Max Drawdown (3Y)Largest decline over 3 years | -20.41% | -23.64% | +3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.34% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.71% | — | — |
Current DrawdownCurrent decline from peak | -2.55% | -0.83% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -9.99% | -5.35% | -4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.20% | +0.55% |
Volatility
UEF5.DE vs. AW1P.DE - Volatility Comparison
UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) has a higher volatility of 8.72% compared to UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) at 4.21%. This indicates that UEF5.DE's price experiences larger fluctuations and is considered to be riskier 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
| UEF5.DE | AW1P.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.72% | 4.21% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 15.86% | 10.23% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.10% | 13.86% | +5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 15.73% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 15.73% | +3.15% |
UEF5.DE vs. AW1P.DE - Expense Ratio Comparison
UEF5.DE has a 0.24% expense ratio, which is lower than AW1P.DE's 0.25% 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
UEF5.DE vs. AW1P.DE - Dividend Comparison
UEF5.DE's dividend yield for the trailing twelve months is around 1.58%, while AW1P.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 1.58% | 2.19% | 1.73% | 2.36% | 2.19% | 1.32% | 1.89% | 2.00% | 2.16% | 2.00% | 2.30% | 1.65% |
Frequently Asked Questions
UEF5.DE and AW1P.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEF5.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEF5.DE is cheaper with a 0.24% expense ratio, compared with 0.25% for AW1P.DE.
UEF5.DE is categorized as Emerging Markets Equities, while AW1P.DE is Global Equities. UEF5.DE tracks MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped, while AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.24% for UEF5.DE and 0.25% for AW1P.DE.
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