UEFI.DE vs. 4UBQ.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - UEFI.DE is a Government Bonds fund tracking the Bloomberg US 7-10 Year Treasury Bond Index, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, UEFI.DE returned -0.43%/yr vs 15.51%/yr for 4UBQ.DE. At a 0.04 correlation, their price movements are largely independent. UEFI.DE charges 0.05%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
UEFI.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEFI.DE achieves a 1.01% return, which is significantly lower than 4UBQ.DE's 11.15% return.
UEFI.DE
- 1D
- 0.03%
- 1M
- 0.90%
- YTD
- 1.01%
- 6M
- 0.27%
- 1Y
- 1.25%
- 3Y*
- -0.59%
- 5Y*
- -0.43%
- 10Y*
- 0.15%
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
UEFI.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 1.01% | -5.01% | 4.87% | -0.30% | -9.82% | 4.88% | -9.51% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
Correlation
The correlation between UEFI.DE and 4UBQ.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.04 |
The correlation between UEFI.DE and 4UBQ.DE shifts across timeframes, from 0.04 (all time) to 0.18 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
UEFI.DE vs. 4UBQ.DE — Risk / Return Rank
UEFI.DE
4UBQ.DE
UEFI.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.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.
| UEFI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.14 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.46 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 4.10 | -4.05 |
| Martin ratioReturn relative to average drawdown | 0.08 | 15.73 | -15.65 |
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
| UEFI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 2.47 | -2.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 1.00 | -1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 1.11 | -1.11 |
Drawdowns
UEFI.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -32.63%, which is greater than 4UBQ.DE's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and 4UBQ.DE.
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Drawdown Indicators
| UEFI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -23.35% | -9.28% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -6.93% | -9.33% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -23.35% | +7.09% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -23.35% | +7.09% |
Max Drawdown (10Y)Largest decline over 10 years | -22.99% | — | — |
Current DrawdownCurrent decline from peak | -17.90% | 0.00% | -17.90% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -4.02% | -10.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 1.81% | +9.12% |
Volatility
UEFI.DE vs. 4UBQ.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) is 0.74%, while UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) has a volatility of 2.81%. This indicates that UEFI.DE experiences smaller price fluctuations and is considered to be less risky than 4UBQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEFI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 2.81% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 7.61% | -3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 11.53% | +10.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 15.27% | -2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 15.39% | +1.21% |
UEFI.DE vs. 4UBQ.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than 4UBQ.DE's 0.10% 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
UEFI.DE vs. 4UBQ.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, while 4UBQ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG 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% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.64% | 1.93% | 2.25% | 2.54% | 1.33% | 0.82% | 1.66% | 1.68% | 2.29% | 1.74% | 0.76% | 0.80% |
Frequently Asked Questions
UEFI.DE and 4UBQ.DE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.10% for 4UBQ.DE.
UEFI.DE is categorized as Government Bonds, while 4UBQ.DE is S&P 500. UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.05% for UEFI.DE and 0.10% for 4UBQ.DE.
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