USUP.DE vs. 4UBQ.DE
USUP.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - USUP.DE is a Asia Pacific Equities fund tracking the MSCI Pacific SRI Low Carbon Select 5% Issuer Capped, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, USUP.DE returned 4.92%/yr vs 15.51%/yr for 4UBQ.DE. A 0.58 correlation means they provide meaningful diversification when combined. USUP.DE charges 0.28%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
USUP.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, USUP.DE achieves a 9.01% return, which is significantly lower than 4UBQ.DE's 11.15% return.
USUP.DE
- 1D
- -0.16%
- 1M
- 4.19%
- YTD
- 9.01%
- 6M
- 9.62%
- 1Y
- 13.62%
- 3Y*
- 7.72%
- 5Y*
- 4.92%
- 10Y*
- —
4UBQ.DE
- 1D
- 0.58%
- 1M
- 5.42%
- YTD
- 11.15%
- 6M
- 11.64%
- 1Y
- 28.57%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
USUP.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
USUP.DE UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc | 9.01% | 4.91% | 9.07% | 10.08% | -14.14% | 9.68% | 12.99% |
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 USUP.DE and 4UBQ.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.58 |
The correlation between USUP.DE and 4UBQ.DE shifts across timeframes, from 0.46 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
USUP.DE vs. 4UBQ.DE — Risk / Return Rank
USUP.DE
4UBQ.DE
USUP.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc (USUP.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.
| USUP.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.46 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 4.10 | -2.58 |
| Martin ratioReturn relative to average drawdown | 4.89 | 15.73 | -10.84 |
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
| USUP.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 2.47 | -1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 1.00 | -0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.11 | -0.67 |
Drawdowns
USUP.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum USUP.DE drawdown since its inception was -19.61%, smaller than the maximum 4UBQ.DE drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for USUP.DE and 4UBQ.DE.
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Drawdown Indicators
| USUP.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.61% | -23.35% | +3.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -6.93% | -1.97% |
Max Drawdown (3Y)Largest decline over 3 years | -17.36% | -23.35% | +5.99% |
Max Drawdown (5Y)Largest decline over 5 years | -19.61% | -23.35% | +3.74% |
Current DrawdownCurrent decline from peak | -0.16% | 0.00% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -4.02% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.81% | +0.97% |
Volatility
USUP.DE vs. 4UBQ.DE - Volatility Comparison
UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc (USUP.DE) has a higher volatility of 3.49% compared to UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that USUP.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
| USUP.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 2.81% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 13.06% | 7.61% | +5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 11.53% | +5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 15.27% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.21% | 15.39% | -0.18% |
USUP.DE vs. 4UBQ.DE - Expense Ratio Comparison
USUP.DE has a 0.28% expense ratio, which is higher than 4UBQ.DE's 0.10% expense ratio.
Dividends
USUP.DE vs. 4UBQ.DE - Dividend Comparison
Neither USUP.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
USUP.DE and 4UBQ.DE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.28% for USUP.DE.
USUP.DE is categorized as Asia Pacific Equities, while 4UBQ.DE is S&P 500. USUP.DE tracks MSCI Pacific SRI Low Carbon Select 5% Issuer Capped, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.28% for USUP.DE and 0.10% for 4UBQ.DE.
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