UEFE.DE vs. AW1C.DE
UEFE.DE (UBS ETF (LU) J.P. Morgan EM Multi-Factor Enhanced Local Currency Bond 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 - UEFE.DE is a Emerging Markets Bonds fund tracking the JP Morgan Emerging Markets Multi-Factor Enhanced Local Currency Bond, 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, UEFE.DE returned 4.93%/yr vs 15.78%/yr for AW1C.DE. At a 0.27 correlation, their price movements are largely independent. UEFE.DE charges 0.40%/yr vs 0.15%/yr for AW1C.DE.
Performance
UEFE.DE vs. AW1C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEFE.DE achieves a 2.04% return, which is significantly lower than AW1C.DE's 21.11% return.
UEFE.DE
- 1D
- -0.42%
- 1M
- 1.09%
- YTD
- 2.04%
- 6M
- 2.04%
- 1Y
- 7.90%
- 3Y*
- 7.16%
- 5Y*
- 4.93%
- 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*
- —
UEFE.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UEFE.DE UBS ETF (LU) J.P. Morgan EM Multi-Factor Enhanced Local Currency Bond UCITS ETF (USD) A-dis | 2.04% | 5.88% | 6.93% | 15.75% | -6.22% | 3.27% |
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 UEFE.DE and AW1C.DE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.27 |
Over the past year, UEFE.DE and AW1C.DE have become more correlated (0.50) than their long-term average of 0.27, meaning their price movements have been converging.
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Return for Risk
UEFE.DE vs. AW1C.DE — Risk / Return Rank
UEFE.DE
AW1C.DE
UEFE.DE vs. AW1C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) J.P. Morgan EM Multi-Factor Enhanced Local Currency Bond UCITS ETF (USD) A-dis (UEFE.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.
| UEFE.DE | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.48 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.33 | -0.28 |
| Martin ratioReturn relative to average drawdown | 7.08 | 4.43 | +2.66 |
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
| UEFE.DE | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.56 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.85 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.92 | -0.25 |
Drawdowns
UEFE.DE vs. AW1C.DE - Drawdown Comparison
The maximum UEFE.DE drawdown since its inception was -23.72%, 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 UEFE.DE and AW1C.DE.
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Drawdown Indicators
| UEFE.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.72% | -22.40% | -1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -3.93% | -16.86% | +12.93% |
Max Drawdown (3Y)Largest decline over 3 years | -8.02% | -22.40% | +14.38% |
Max Drawdown (5Y)Largest decline over 5 years | -12.46% | -22.40% | +9.94% |
Current DrawdownCurrent decline from peak | -1.03% | -0.12% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -5.82% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 8.90% | -7.76% |
Volatility
UEFE.DE vs. AW1C.DE - Volatility Comparison
The current volatility for UBS ETF (LU) J.P. Morgan EM Multi-Factor Enhanced Local Currency Bond UCITS ETF (USD) A-dis (UEFE.DE) is 1.93%, 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 UEFE.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
| UEFE.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 3.81% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 4.64% | 9.14% | -4.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.46% | 25.24% | -19.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 18.35% | -9.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.82% | 18.11% | -8.29% |
UEFE.DE vs. AW1C.DE - Expense Ratio Comparison
UEFE.DE has a 0.40% expense ratio, which is higher than AW1C.DE's 0.15% expense ratio.
Dividends
UEFE.DE vs. AW1C.DE - Dividend Comparison
UEFE.DE's dividend yield for the trailing twelve months is around 4.67%, while AW1C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
UEFE.DE UBS ETF (LU) J.P. Morgan EM Multi-Factor Enhanced Local Currency Bond UCITS ETF (USD) A-dis | 4.67% | 5.37% | 7.09% | 8.64% | 6.79% | 8.96% | 9.53% | 9.22% |
Frequently Asked Questions
UEFE.DE and AW1C.DE have a correlation of 0.50, 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 0.40% for UEFE.DE.
UEFE.DE is categorized as Emerging Markets Bonds, while AW1C.DE is S&P 500. UEFE.DE tracks JP Morgan Emerging Markets Multi-Factor Enhanced Local Currency Bond, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.40% for UEFE.DE and 0.15% for AW1C.DE.
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