36B6.DE vs. UIMP.DE
36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) and UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels while UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, 36B6.DE returned 12.25%/yr vs 12.35%/yr for UIMP.DE. With a 0.98 correlation, they move nearly in lockstep. 36B6.DE charges 0.20%/yr vs 0.22%/yr for UIMP.DE.
Performance
36B6.DE vs. UIMP.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with 36B6.DE having a 14.86% return and UIMP.DE slightly lower at 14.22%.
36B6.DE
- 1D
- 0.12%
- 1M
- 4.77%
- YTD
- 14.86%
- 6M
- 14.34%
- 1Y
- 22.45%
- 3Y*
- 14.59%
- 5Y*
- 12.25%
- 10Y*
- —
UIMP.DE
- 1D
- -0.69%
- 1M
- 6.43%
- YTD
- 14.22%
- 6M
- 13.02%
- 1Y
- 23.41%
- 3Y*
- 16.45%
- 5Y*
- 12.35%
- 10Y*
- 14.21%
36B6.DE vs. UIMP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 14.86% | -0.74% | 20.34% | 20.20% | -14.25% | 43.41% | 13.54% | 20.91% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 14.22% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 18.96% |
Correlation
The correlation between 36B6.DE and UIMP.DE is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.98 |
The correlation between 36B6.DE and UIMP.DE has been stable across timeframes, ranging from 0.95 to 0.98 - a consistent structural relationship.
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Return for Risk
36B6.DE vs. UIMP.DE — Risk / Return Rank
36B6.DE
UIMP.DE
36B6.DE vs. UIMP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) and UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.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.
| 36B6.DE | UIMP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 2.47 | +0.63 |
| Martin ratioReturn relative to average drawdown | 10.29 | 8.01 | +2.28 |
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
| 36B6.DE | UIMP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.75 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.74 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.89 | -0.03 |
Drawdowns
36B6.DE vs. UIMP.DE - Drawdown Comparison
The maximum 36B6.DE drawdown since its inception was -34.21%, roughly equal to the maximum UIMP.DE drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for 36B6.DE and UIMP.DE.
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Drawdown Indicators
| 36B6.DE | UIMP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.21% | -33.37% | -0.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | -9.42% | +2.21% |
Max Drawdown (3Y)Largest decline over 3 years | -23.75% | -24.74% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.75% | -24.74% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.69% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -5.22% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.91% | -0.74% |
Volatility
36B6.DE vs. UIMP.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) and UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) have volatilities of 3.79% and 3.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36B6.DE | UIMP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.98% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.52% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.71% | 13.27% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 16.53% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 16.82% | +0.72% |
36B6.DE vs. UIMP.DE - Expense Ratio Comparison
36B6.DE has a 0.20% expense ratio, which is lower than UIMP.DE's 0.22% 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
36B6.DE vs. UIMP.DE - Dividend Comparison
36B6.DE's dividend yield for the trailing twelve months is around 0.85%, more than UIMP.DE's 0.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.85% | 0.97% | 1.10% | 1.27% | 1.40% | 0.91% | 1.05% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.42% | 0.82% | 0.70% | 0.75% | 0.92% | 0.62% | 0.90% | 0.97% | 1.03% | 1.25% | 1.26% | 1.25% |
Frequently Asked Questions
With a correlation of 0.95, 36B6.DE and UIMP.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, 36B6.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36B6.DE is cheaper with a 0.20% expense ratio, compared with 0.22% for UIMP.DE.
36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels, while UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for 36B6.DE and 0.22% for UIMP.DE.
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