EDM2.DE vs. UIMI.DE
EDM2.DE (iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc)) and UIMI.DE (UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis) are both Emerging Markets Equities funds - EDM2.DE tracks the MSCI Emerging Markets ESG Enhanced Focus while UIMI.DE tracks the MSCI Emerging Markets. Both are passively managed. Over the past 5 years, EDM2.DE returned 7.59%/yr vs 8.50%/yr for UIMI.DE. With a 0.98 correlation, they move nearly in lockstep. Both charge a 0.18% expense ratio.
Performance
EDM2.DE vs. UIMI.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EDM2.DE having a 26.35% return and UIMI.DE slightly higher at 27.62%.
EDM2.DE
- 1D
- -1.45%
- 1M
- 6.14%
- YTD
- 26.35%
- 6M
- 28.13%
- 1Y
- 47.21%
- 3Y*
- 20.29%
- 5Y*
- 7.59%
- 10Y*
- —
UIMI.DE
- 1D
- -1.51%
- 1M
- 5.91%
- YTD
- 27.62%
- 6M
- 29.93%
- 1Y
- 50.04%
- 3Y*
- 21.00%
- 5Y*
- 8.50%
- 10Y*
- 9.97%
EDM2.DE vs. UIMI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EDM2.DE iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) | 26.35% | 19.81% | 13.36% | 4.56% | -16.00% | 4.73% | 7.76% | 7.05% |
UIMI.DE UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis | 27.62% | 20.10% | 13.22% | 5.76% | -14.07% | 4.14% | 6.29% | 7.92% |
Correlation
The correlation between EDM2.DE and UIMI.DE is 0.99 - 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 | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2019 | 0.98 |
The correlation between EDM2.DE and UIMI.DE has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
EDM2.DE vs. UIMI.DE — Risk / Return Rank
EDM2.DE
UIMI.DE
EDM2.DE vs. UIMI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDM2.DE) and UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis (UIMI.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.
| EDM2.DE | UIMI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.50 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.32 | 4.85 | -0.54 |
| Martin ratioReturn relative to average drawdown | 15.65 | 17.64 | -1.99 |
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
| EDM2.DE | UIMI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 2.81 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.50 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.33 | +0.17 |
Drawdowns
EDM2.DE vs. UIMI.DE - Drawdown Comparison
The maximum EDM2.DE drawdown since its inception was -32.32%, smaller than the maximum UIMI.DE drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for EDM2.DE and UIMI.DE.
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Drawdown Indicators
| EDM2.DE | UIMI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.32% | -36.26% | +3.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -10.26% | -0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -19.52% | -19.74% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -25.43% | -23.93% | -1.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.05% | — |
Current DrawdownCurrent decline from peak | -2.66% | -2.57% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -11.10% | -11.15% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.83% | +0.18% |
Volatility
EDM2.DE vs. UIMI.DE - Volatility Comparison
iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDM2.DE) and UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis (UIMI.DE) have volatilities of 7.43% and 7.28%, 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
| EDM2.DE | UIMI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 7.28% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 14.92% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.92% | 17.74% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.83% | 16.72% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 18.27% | +0.86% |
EDM2.DE vs. UIMI.DE - Expense Ratio Comparison
Both EDM2.DE and UIMI.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
EDM2.DE vs. UIMI.DE - Dividend Comparison
EDM2.DE has not paid dividends to shareholders, while UIMI.DE's dividend yield for the trailing twelve months is around 1.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDM2.DE iShares MSCI EM ESG Enhanced 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% |
UIMI.DE UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis | 1.69% | 2.31% | 2.10% | 2.63% | 2.91% | 1.68% | 1.82% | 2.17% | 2.03% | 1.67% | 2.54% | 2.72% |
Frequently Asked Questions
With a correlation of 0.99, EDM2.DE and UIMI.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.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EDM2.DE and UIMI.DE have the same expense ratio: 0.18% per year.
EDM2.DE tracks MSCI Emerging Markets ESG Enhanced Focus, while UIMI.DE tracks MSCI Emerging Markets. They also come from different issuers: iShares and UBS.
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