4UBI.DE vs. UIMA.DE
4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) and UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) are both exchange-traded funds - 4UBI.DE is a Large Cap Blend Equities fund tracking the MSCI USA SRI Low Carbon Select 5% Issuer Capped, while UIMA.DE is a Europe Equities fund tracking the MSCI Europe. Both are passively managed. Over the past 5 years, 4UBI.DE returned 12.60%/yr vs 10.02%/yr for UIMA.DE. A 0.68 correlation means they provide meaningful diversification when combined. 4UBI.DE charges 0.19%/yr vs 0.10%/yr for UIMA.DE.
Performance
4UBI.DE vs. UIMA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 4UBI.DE achieves a 14.39% return, which is significantly higher than UIMA.DE's 7.64% return.
4UBI.DE
- 1D
- -0.66%
- 1M
- 8.11%
- YTD
- 14.39%
- 6M
- 13.96%
- 1Y
- 23.75%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
UIMA.DE
- 1D
- 0.62%
- 1M
- 3.43%
- YTD
- 7.64%
- 6M
- 9.99%
- 1Y
- 16.53%
- 3Y*
- 13.82%
- 5Y*
- 10.02%
- 10Y*
- 9.17%
4UBI.DE vs. UIMA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 26.19% | 28.05% | -21.21% | 43.58% | 18.50% |
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 7.64% | 20.65% | 8.36% | 15.54% | -9.27% | 24.93% | 20.61% |
Correlation
The correlation between 4UBI.DE and UIMA.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 0.68 |
The correlation between 4UBI.DE and UIMA.DE has been stable across timeframes, ranging from 0.59 to 0.68 - a consistent structural relationship.
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Return for Risk
4UBI.DE vs. UIMA.DE — Risk / Return Rank
4UBI.DE
UIMA.DE
4UBI.DE vs. UIMA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) and UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.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.
| 4UBI.DE | UIMA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.75 | -0.58 |
| Martin ratioReturn relative to average drawdown | 2.16 | 6.51 | -4.35 |
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
| 4UBI.DE | UIMA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.29 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.49 | +0.35 |
Drawdowns
4UBI.DE vs. UIMA.DE - Drawdown Comparison
The maximum 4UBI.DE drawdown since its inception was -24.63%, smaller than the maximum UIMA.DE drawdown of -35.78%. Use the drawdown chart below to compare losses from any high point for 4UBI.DE and UIMA.DE.
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Drawdown Indicators
| 4UBI.DE | UIMA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -35.78% | +11.15% |
Max Drawdown (1Y)Largest decline over 1 year | -20.21% | -9.42% | -10.79% |
Max Drawdown (3Y)Largest decline over 3 years | -24.63% | -16.25% | -8.38% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -19.42% | -5.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.78% | — |
Current DrawdownCurrent decline from peak | -2.14% | -1.50% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -5.66% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 2.53% | +8.42% |
Volatility
4UBI.DE vs. UIMA.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) is 3.91%, while UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) has a volatility of 4.30%. This indicates that 4UBI.DE experiences smaller price fluctuations and is considered to be less risky than UIMA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 4UBI.DE | UIMA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 4.30% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 10.54% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 12.75% | +12.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 14.19% | +4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 15.57% | +3.25% |
4UBI.DE vs. UIMA.DE - Expense Ratio Comparison
4UBI.DE has a 0.19% expense ratio, which is higher than UIMA.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
4UBI.DE vs. UIMA.DE - Dividend Comparison
4UBI.DE has not paid dividends to shareholders, while UIMA.DE's dividend yield for the trailing twelve months is around 3.16%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) 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% |
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 3.16% | 2.48% | 2.67% | 2.74% | 2.91% | 2.02% | 2.06% | 2.87% | 3.38% | 2.91% | 3.95% | 3.24% |
Frequently Asked Questions
4UBI.DE and UIMA.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMA.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMA.DE is cheaper with a 0.10% expense ratio, compared with 0.19% for 4UBI.DE.
4UBI.DE is categorized as Large Cap Blend Equities, while UIMA.DE is Europe Equities. 4UBI.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while UIMA.DE tracks MSCI Europe. Their fees differ too: 0.19% for 4UBI.DE and 0.10% for UIMA.DE.
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