EXI3.DE vs. UIMP.DE
EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - EXI3.DE tracks the Dow Jones Industrial Average while UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, EXI3.DE returned 12.50%/yr vs 14.71%/yr for UIMP.DE. Their correlation of 0.86 suggests significant overlap in exposure. EXI3.DE charges 0.51%/yr vs 0.22%/yr for UIMP.DE.
Performance
EXI3.DE vs. UIMP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI3.DE achieves a 11.81% return, which is significantly lower than UIMP.DE's 15.73% return. Over the past 10 years, EXI3.DE has underperformed UIMP.DE with an annualized return of 12.50%, while UIMP.DE has yielded a comparatively higher 14.71% annualized return.
EXI3.DE
- 1D
- 0.76%
- 1M
- 5.20%
- YTD
- 11.81%
- 6M
- 12.38%
- 1Y
- 25.09%
- 3Y*
- 15.05%
- 5Y*
- 10.67%
- 10Y*
- 12.50%
UIMP.DE
- 1D
- -0.18%
- 1M
- 3.59%
- YTD
- 15.73%
- 6M
- 16.07%
- 1Y
- 25.88%
- 3Y*
- 16.74%
- 5Y*
- 11.85%
- 10Y*
- 14.71%
EXI3.DE vs. UIMP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 11.81% | 1.62% | 20.65% | 11.22% | -3.01% | 31.25% | -2.14% | 27.50% | -1.13% | 11.26% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 15.73% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 33.09% | 0.15% | 7.18% |
Correlation
The correlation between EXI3.DE and UIMP.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2011 | 0.86 |
Over the past year, the correlation between EXI3.DE and UIMP.DE has dropped to 0.63 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
EXI3.DE vs. UIMP.DE — Risk / Return Rank
EXI3.DE
UIMP.DE
EXI3.DE vs. UIMP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.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.
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.
| EXI3.DE | UIMP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.33 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 2.73 | +0.60 |
| Martin ratioReturn relative to average drawdown | 11.48 | 8.82 | +2.66 |
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Drawdowns
EXI3.DE vs. UIMP.DE - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -54.00%, which is greater than UIMP.DE's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for EXI3.DE and UIMP.DE.
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Drawdown Indicators
| EXI3.DE | UIMP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -33.37% | -20.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -9.42% | +1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -21.22% | -24.74% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -24.74% | +3.52% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | -33.37% | -2.98% |
Current DrawdownCurrent decline from peak | 0.00% | -0.31% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -8.06% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.93% | -0.75% |
Volatility
EXI3.DE vs. UIMP.DE - Volatility Comparison
The current volatility for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) is 3.20%, while UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) has a volatility of 4.04%. This indicates that EXI3.DE experiences smaller price fluctuations and is considered to be less risky than UIMP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXI3.DE | UIMP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 4.04% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 10.01% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 13.63% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.25% | 16.59% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 16.87% | -0.75% |
EXI3.DE vs. UIMP.DE - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than UIMP.DE's 0.22% expense ratio.
Dividends
EXI3.DE vs. UIMP.DE - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, more than UIMP.DE's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.59% | 0.63% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.41% | 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
EXI3.DE and UIMP.DE have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMP.DE is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMP.DE is cheaper with a 0.22% expense ratio, compared with 0.51% for EXI3.DE.
EXI3.DE tracks Dow Jones Industrial Average, 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: 0.51% for EXI3.DE and 0.22% for UIMP.DE.
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