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CHSJ.DE vs. UIMA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CHSJ.DE vs. UIMA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS EUR AAA CLO UCITS ETF EUR Acc (CHSJ.DE) and UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CHSJ.DE achieves a 1.67% return, which is significantly lower than UIMA.DE's 10.59% return.


CHSJ.DE

1D
0.00%
1M
0.33%
YTD
1.67%
6M
1.71%
1Y
3Y*
5Y*
10Y*

UIMA.DE

1D
0.81%
1M
2.33%
YTD
10.59%
6M
11.24%
1Y
22.64%
3Y*
15.39%
5Y*
10.28%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHSJ.DE vs. UIMA.DE - Yearly Performance Comparison


Correlation

The correlation between CHSJ.DE and UIMA.DE is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 8, 2025

0.10

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Return for Risk

CHSJ.DE vs. UIMA.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHSJ.DE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


UIMA.DE
UIMA.DE Risk / Return Rank: 6060
Overall Rank
UIMA.DE Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
UIMA.DE Sortino Ratio Rank: 6262
Sortino Ratio Rank
UIMA.DE Omega Ratio Rank: 6262
Omega Ratio Rank
UIMA.DE Calmar Ratio Rank: 5555
Calmar Ratio Rank
UIMA.DE Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHSJ.DE vs. UIMA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS EUR AAA CLO UCITS ETF EUR Acc (CHSJ.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.

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.


CHSJ.DEUIMA.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.39

Martin ratioReturn relative to average drawdown

9.20

CHSJ.DE vs. UIMA.DE - Sharpe Ratio Comparison


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Drawdowns

CHSJ.DE vs. UIMA.DE - Drawdown Comparison

The maximum CHSJ.DE drawdown since its inception was -0.38%, smaller than the maximum UIMA.DE drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for CHSJ.DE and UIMA.DE.


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Drawdown Indicators


CHSJ.DEUIMA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-0.38%

-35.79%

+35.41%

Max Drawdown (1Y)

Largest decline over 1 year

-9.42%

Max Drawdown (3Y)

Largest decline over 3 years

-16.25%

Max Drawdown (5Y)

Largest decline over 5 years

-19.42%

Max Drawdown (10Y)

Largest decline over 10 years

-35.79%

Current Drawdown

Current decline from peak

-0.02%

0.00%

-0.02%

Average Drawdown

Average peak-to-trough decline

-0.06%

-5.32%

+5.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

Volatility

CHSJ.DE vs. UIMA.DE - Volatility Comparison


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Volatility by Period


CHSJ.DEUIMA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.91%

Volatility (6M)

Calculated over the trailing 6-month period

10.77%

Volatility (1Y)

Calculated over the trailing 1-year period

1.26%

12.85%

-11.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.26%

14.21%

-12.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.26%

15.28%

-14.02%

CHSJ.DE vs. UIMA.DE - Expense Ratio Comparison

CHSJ.DE has a 0.25% 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

CHSJ.DE vs. UIMA.DE - Dividend Comparison

CHSJ.DE has not paid dividends to shareholders, while UIMA.DE's dividend yield for the trailing twelve months is around 3.08%.


PositionTTM20252024202320222021202020192018201720162015
CHSJ.DE
UBS EUR AAA CLO UCITS ETF EUR 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
3.08%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


CHSJ.DE and UIMA.DE have a correlation of 0.10, 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 0.25% for CHSJ.DE.

CHSJ.DE is categorized as CLO, while UIMA.DE is Europe Equities. CHSJ.DE tracks J.P. Morgan European Collateralised Loan Obligation Index AAA sub-set (€-CLOIE AAA), while UIMA.DE tracks MSCI Europe. Their fees differ too: 0.25% for CHSJ.DE and 0.10% for UIMA.DE.

Portfolio Optimizer

Find the right allocation for CHSJ.DE and UIMA.DE

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