UEFI.DE vs. AW1C.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury 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 - UEFI.DE is a Government Bonds fund tracking the Bloomberg US 7-10 Year Treasury Bond Index, 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, UEFI.DE returned -0.43%/yr vs 15.78%/yr for AW1C.DE. At a 0.04 correlation, their price movements are largely independent. UEFI.DE charges 0.05%/yr vs 0.15%/yr for AW1C.DE.
Performance
UEFI.DE vs. AW1C.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 AW1C.DE's 21.11% 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%
AW1C.DE
- 1D
- -0.12%
- 1M
- 10.22%
- YTD
- 21.11%
- 6M
- 22.20%
- 1Y
- 39.06%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
UEFI.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
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% | 6.84% |
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 UEFI.DE and AW1C.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 Mar 16, 2021 | 0.04 |
The correlation between UEFI.DE and AW1C.DE shifts across timeframes, from 0.04 (5 years) to 0.18 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
UEFI.DE vs. AW1C.DE — Risk / Return Rank
UEFI.DE
AW1C.DE
UEFI.DE vs. AW1C.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 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.
| UEFI.DE | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.48 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 2.33 | -2.28 |
| Martin ratioReturn relative to average drawdown | 0.08 | 4.43 | -4.35 |
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 | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 1.56 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.85 | -0.88 |
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 | 0.92 | -0.92 |
Drawdowns
UEFI.DE vs. AW1C.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -32.63%, 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 UEFI.DE and AW1C.DE.
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Drawdown Indicators
| UEFI.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -22.40% | -10.23% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -16.86% | +0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -22.40% | +6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -22.40% | +6.14% |
Max Drawdown (10Y)Largest decline over 10 years | -22.99% | — | — |
Current DrawdownCurrent decline from peak | -17.90% | -0.12% | -17.78% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -5.82% | -8.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 8.90% | +2.03% |
Volatility
UEFI.DE vs. AW1C.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 Elite UCITS ETF (USD) A-acc (AW1C.DE) has a volatility of 3.81%. This indicates that UEFI.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
| UEFI.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 3.81% | -3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 9.14% | -5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 25.24% | -3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 18.35% | -5.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 18.11% | -1.51% |
UEFI.DE vs. AW1C.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than AW1C.DE's 0.15% 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. AW1C.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, while AW1C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 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 AW1C.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 0.15% for AW1C.DE.
UEFI.DE is categorized as Government Bonds, while AW1C.DE is S&P 500. UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.05% for UEFI.DE and 0.15% for AW1C.DE.
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