XDEW.DE vs. 4UBQ.DE
XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both S&P 500 funds - XDEW.DE tracks the S&P 500 Equal Weight Index while 4UBQ.DE tracks the S&P 500 ESG. Both are passively managed. Over the past 5 years, XDEW.DE returned 9.22%/yr vs 15.51%/yr for 4UBQ.DE. Their correlation of 0.82 suggests significant overlap in exposure. XDEW.DE charges 0.20%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
XDEW.DE vs. 4UBQ.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XDEW.DE achieves a 10.39% return, which is significantly lower than 4UBQ.DE's 11.15% return.
XDEW.DE
- 1D
- 0.30%
- 1M
- 3.90%
- YTD
- 10.39%
- 6M
- 10.29%
- 1Y
- 18.10%
- 3Y*
- 12.12%
- 5Y*
- 9.22%
- 10Y*
- 11.25%
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
XDEW.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 10.39% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 15.62% |
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 XDEW.DE and 4UBQ.DE is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.82 |
The correlation between XDEW.DE and 4UBQ.DE shifts across timeframes, from 0.69 (1 year) to 0.82 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XDEW.DE vs. 4UBQ.DE — Risk / Return Rank
XDEW.DE
4UBQ.DE
XDEW.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.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.
| XDEW.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.46 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.51 | 4.10 | -0.60 |
| Martin ratioReturn relative to average drawdown | 10.36 | 15.73 | -5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XDEW.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 2.47 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 1.00 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 1.11 | -0.43 |
Drawdowns
XDEW.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum XDEW.DE drawdown since its inception was -38.79%, 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 XDEW.DE and 4UBQ.DE.
Loading charts...
Drawdown Indicators
| XDEW.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -23.35% | -15.44% |
Max Drawdown (1Y)Largest decline over 1 year | -5.06% | -6.93% | +1.87% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -23.35% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -22.70% | -23.35% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -4.02% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.81% | -0.09% |
Volatility
XDEW.DE vs. 4UBQ.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) is 2.06%, while UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) has a volatility of 2.81%. This indicates that XDEW.DE experiences smaller price fluctuations and is considered to be less risky than 4UBQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XDEW.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.06% | 2.81% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 6.75% | 7.61% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 11.53% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.89% | 15.27% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 15.39% | +1.47% |
XDEW.DE vs. 4UBQ.DE - Expense Ratio Comparison
XDEW.DE has a 0.20% expense ratio, which is higher than 4UBQ.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDEW.DE vs. 4UBQ.DE - Dividend Comparison
Neither XDEW.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
XDEW.DE and 4UBQ.DE have a correlation of 0.69, 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 0.20% for XDEW.DE.
XDEW.DE tracks S&P 500 Equal Weight Index, while 4UBQ.DE tracks S&P 500 ESG. They also come from different issuers: Xtrackers and UBS. Their fees differ too: 0.20% for XDEW.DE and 0.10% for 4UBQ.DE.
Find the right allocation for XDEW.DE and 4UBQ.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer