UET5.DE vs. 4UBQ.DE
Compare and contrast key facts about UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE).
UET5.DE and 4UBQ.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UET5.DE is a passively managed fund by UBS that tracks the performance of the EURO STOXX® 50 ESG. It was launched on Jul 25, 2019. 4UBQ.DE is a passively managed fund by UBS that tracks the performance of the S&P 500 ESG. It was launched on Apr 18, 2019. Both UET5.DE and 4UBQ.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UET5.DE vs. 4UBQ.DE - Performance Comparison
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UET5.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | -0.82% | 25.92% | 12.78% | 25.36% | -9.35% | 26.94% | 7.94% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | -2.87% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
Returns By Period
In the year-to-date period, UET5.DE achieves a -0.82% return, which is significantly higher than 4UBQ.DE's -2.87% return.
UET5.DE
- 1D
- 3.21%
- 1M
- -4.58%
- YTD
- -0.82%
- 6M
- 4.03%
- 1Y
- 13.93%
- 3Y*
- 16.22%
- 5Y*
- 12.95%
- 10Y*
- —
4UBQ.DE
- 1D
- 1.72%
- 1M
- -3.53%
- YTD
- -2.87%
- 6M
- 1.74%
- 1Y
- 11.68%
- 3Y*
- 16.27%
- 5Y*
- 12.96%
- 10Y*
- —
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UET5.DE vs. 4UBQ.DE - Expense Ratio Comparison
Both UET5.DE and 4UBQ.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
UET5.DE vs. 4UBQ.DE — Risk / Return Rank
UET5.DE
4UBQ.DE
UET5.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.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.
| UET5.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.68 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.01 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.35 | -0.17 |
Martin ratioReturn relative to average drawdown | 4.27 | 5.33 | -1.06 |
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
| UET5.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.68 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.84 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.96 | -0.27 |
Correlation
The correlation between UET5.DE and 4UBQ.DE is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UET5.DE vs. 4UBQ.DE - Dividend Comparison
UET5.DE's dividend yield for the trailing twelve months is around 3.20%, while 4UBQ.DE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 3.20% | 2.15% | 3.28% | 2.96% | 3.06% | 1.90% | 1.93% |
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% |
Drawdowns
UET5.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum UET5.DE drawdown since its inception was -37.03%, 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 UET5.DE and 4UBQ.DE.
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Drawdown Indicators
| UET5.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -23.35% | -13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -13.74% | +1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.13% | -23.35% | +0.22% |
Current DrawdownCurrent decline from peak | -7.83% | -4.95% | -2.88% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -4.12% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.21% | +1.06% |
Volatility
UET5.DE vs. 4UBQ.DE - Volatility Comparison
UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) has a higher volatility of 7.17% compared to UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 3.81%. This indicates that UET5.DE's price experiences larger fluctuations and is considered to be riskier 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
| UET5.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 3.81% | +3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 8.38% | +3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 17.10% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 15.30% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 15.51% | +4.11% |