WEBC.DE vs. 4UBI.DE
WEBC.DE (Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist)) and 4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) are both Large Cap Blend Equities funds - WEBC.DE tracks the MSCI North America ESG Broad CTB Select Index while 4UBI.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past year, WEBC.DE returned 23.01% vs 24.93% for 4UBI.DE. Their correlation of 0.91 suggests significant overlap in exposure. WEBC.DE charges 0.15%/yr vs 0.19%/yr for 4UBI.DE.
Performance
WEBC.DE vs. 4UBI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WEBC.DE achieves a 11.45% return, which is significantly lower than 4UBI.DE's 16.55% return.
WEBC.DE
- 1D
- 0.29%
- 1M
- 0.85%
- 6M
- 12.39%
- YTD
- 11.45%
- 1Y
- 23.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
4UBI.DE
- 1D
- 0.00%
- 1M
- 1.21%
- 6M
- 17.64%
- YTD
- 16.55%
- 1Y
- 24.93%
- 3Y*
- 16.04%
- 5Y*
- 11.70%
- 10Y*
- —
WEBC.DE vs. 4UBI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WEBC.DE Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) | 11.45% | 3.77% | 30.70% | 6.86% |
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 16.55% | -1.05% | 26.19% | 8.57% |
Correlation
The correlation between WEBC.DE and 4UBI.DE is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2023 | 0.91 |
The correlation between WEBC.DE and 4UBI.DE has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.
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Return for Risk
WEBC.DE vs. 4UBI.DE — Risk / Return Rank
WEBC.DE
4UBI.DE
WEBC.DE vs. 4UBI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.DE) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WEBC.DE | 4UBI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.29 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.84 | 1.23 | +1.60 |
| Martin ratioReturn relative to average drawdown | 9.80 | 2.28 | +7.52 |
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Drawdowns
WEBC.DE vs. 4UBI.DE - Drawdown Comparison
The maximum WEBC.DE drawdown since its inception was -23.69%, roughly equal to the maximum 4UBI.DE drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for WEBC.DE and 4UBI.DE.
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Drawdown Indicators
| WEBC.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.69% | -24.63% | +0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -20.21% | +12.14% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.63% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.63% | — |
Current DrawdownCurrent decline from peak | -0.70% | -1.95% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -7.36% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 10.92% | -8.58% |
Volatility
WEBC.DE vs. 4UBI.DE - Volatility Comparison
The current volatility for Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.DE) is 3.61%, while UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) has a volatility of 4.64%. This indicates that WEBC.DE experiences smaller price fluctuations and is considered to be less risky than 4UBI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEBC.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.61% | 4.64% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.22% | 10.55% | -2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.23% | 25.79% | -13.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.69% | 19.24% | -4.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.69% | 18.39% | -3.70% |
WEBC.DE vs. 4UBI.DE - Expense Ratio Comparison
WEBC.DE has a 0.15% expense ratio, which is lower than 4UBI.DE's 0.19% 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
WEBC.DE vs. 4UBI.DE - Dividend Comparison
WEBC.DE's dividend yield for the trailing twelve months is around 0.78%, while 4UBI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% |
WEBC.DE Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) | 0.78% | 0.99% | 0.75% |
Frequently Asked Questions
WEBC.DE and 4UBI.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WEBC.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WEBC.DE is cheaper with a 0.15% expense ratio, compared with 0.19% for 4UBI.DE.
WEBC.DE tracks MSCI North America ESG Broad CTB Select Index, while 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.15% for WEBC.DE and 0.19% for 4UBI.DE.
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