WSO vs. AW1C.DE
WSO (Watsco, Inc.) is a stock, while AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) is S&P 500 fund tracking the S&P 500® ESG Elite. Over the past 5 years, WSO returned 10.26%/yr vs 15.20%/yr for AW1C.DE. At a 0.35 correlation, their price movements are largely independent.
Performance
WSO vs. AW1C.DE - Performance Comparison
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Different Trading Currencies
WSO is traded in USD, while AW1C.DE is traded in EUR. To make them comparable, the AW1C.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, WSO achieves a 19.76% return, which is significantly lower than AW1C.DE's 21.95% return.
WSO
- 1D
- -0.97%
- 1M
- 5.86%
- YTD
- 19.76%
- 6M
- 16.20%
- 1Y
- -2.92%
- 3Y*
- 5.56%
- 5Y*
- 10.26%
- 10Y*
- 14.88%
AW1C.DE
- 1D
- 0.00%
- 1M
- 6.81%
- YTD
- 21.95%
- 6M
- 22.53%
- 1Y
- 44.53%
- 3Y*
- 24.69%
- 5Y*
- 15.20%
- 10Y*
- —
WSO vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 19.76% | -27.02% | 13.22% | 77.00% | -17.74% | 32.59% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.95% | 20.73% | 17.75% | 28.88% | -19.21% | 4.27% |
Correlation
The correlation between WSO and AW1C.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Feb 18, 2021 | 0.35 |
The correlation between WSO and AW1C.DE shifts across timeframes, from 0.23 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WSO vs. AW1C.DE — Risk / Return Rank
WSO
AW1C.DE
WSO vs. AW1C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco, Inc. (WSO) 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.
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.
| WSO | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.50 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.51 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 2.50 | -2.59 |
| Martin ratioReturn relative to average drawdown | -0.15 | 5.17 | -5.31 |
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Drawdowns
WSO vs. AW1C.DE - Drawdown Comparison
The maximum WSO drawdown since its inception was -64.30%, which is greater than AW1C.DE's maximum drawdown of -26.80%. Use the drawdown chart below to compare losses from any high point for WSO and AW1C.DE.
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Drawdown Indicators
| WSO | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.30% | -26.80% | -37.50% |
Max Drawdown (1Y)Largest decline over 1 year | -33.42% | -17.81% | -15.61% |
Max Drawdown (3Y)Largest decline over 3 years | -41.62% | -18.60% | -23.02% |
Max Drawdown (5Y)Largest decline over 5 years | -41.62% | -26.80% | -14.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | — | — |
Current DrawdownCurrent decline from peak | -27.18% | 0.00% | -27.18% |
Average DrawdownAverage peak-to-trough decline | -18.06% | -7.39% | -10.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.97% | 8.62% | +11.35% |
Volatility
WSO vs. AW1C.DE - Volatility Comparison
Watsco, Inc. (WSO) has a higher volatility of 9.43% compared to UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) at 4.94%. This indicates that WSO's price experiences larger fluctuations and is considered to be riskier 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
| WSO | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 4.94% | +4.49% |
Volatility (6M)Calculated over the trailing 6-month period | 22.72% | 10.71% | +12.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.84% | 25.67% | +6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.26% | 19.10% | +11.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.88% | 20.14% | +7.74% |
Dividends
WSO vs. AW1C.DE - Dividend Comparison
WSO's dividend yield for the trailing twelve months is around 3.10%, 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% |
WSO Watsco, Inc. | 3.10% | 3.47% | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% |
Frequently Asked Questions
WSO and AW1C.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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