EXS1.DE vs. UIMM.DE
EXS1.DE (iShares Core DAX UCITS ETF (DE)) and UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) are both exchange-traded funds - EXS1.DE is a Europe Equities fund tracking the DAX®, while UIMM.DE is a Global Equities fund tracking the MSCI World SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, EXS1.DE returned 8.88%/yr vs 11.94%/yr for UIMM.DE. A 0.76 correlation means they provide meaningful diversification when combined. EXS1.DE charges 0.16%/yr vs 0.22%/yr for UIMM.DE.
Performance
EXS1.DE vs. UIMM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXS1.DE achieves a 1.33% return, which is significantly lower than UIMM.DE's 9.75% return. Over the past 10 years, EXS1.DE has underperformed UIMM.DE with an annualized return of 8.88%, while UIMM.DE has yielded a comparatively higher 11.94% annualized return.
EXS1.DE
- 1D
- 0.59%
- 1M
- 0.00%
- YTD
- 1.33%
- 6M
- 3.41%
- 1Y
- 2.03%
- 3Y*
- 15.45%
- 5Y*
- 9.09%
- 10Y*
- 8.88%
UIMM.DE
- 1D
- 0.19%
- 1M
- 6.64%
- YTD
- 9.75%
- 6M
- 10.41%
- 1Y
- 17.72%
- 3Y*
- 14.38%
- 5Y*
- 10.68%
- 10Y*
- 11.94%
EXS1.DE vs. UIMM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXS1.DE iShares Core DAX UCITS ETF (DE) | 1.33% | 22.63% | 18.07% | 19.45% | -12.79% | 15.16% | 2.98% | 24.67% | -18.48% | 12.30% |
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 9.75% | 1.51% | 23.16% | 24.91% | -20.53% | 36.36% | 7.59% | 32.00% | -3.62% | 8.52% |
Correlation
The correlation between EXS1.DE and UIMM.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.76 |
The correlation between EXS1.DE and UIMM.DE has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.
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Return for Risk
EXS1.DE vs. UIMM.DE — Risk / Return Rank
EXS1.DE
UIMM.DE
EXS1.DE vs. UIMM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core DAX UCITS ETF (DE) (EXS1.DE) and UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.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.
| EXS1.DE | UIMM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.26 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.82 | -1.64 |
| Martin ratioReturn relative to average drawdown | 0.57 | 6.31 | -5.74 |
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
| EXS1.DE | UIMM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 1.40 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.69 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.77 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.84 | -0.62 |
Drawdowns
EXS1.DE vs. UIMM.DE - Drawdown Comparison
The maximum EXS1.DE drawdown since its inception was -68.00%, which is greater than UIMM.DE's maximum drawdown of -32.43%. Use the drawdown chart below to compare losses from any high point for EXS1.DE and UIMM.DE.
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Drawdown Indicators
| EXS1.DE | UIMM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.00% | -32.43% | -35.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -9.67% | -2.68% |
Max Drawdown (3Y)Largest decline over 3 years | -15.93% | -22.60% | +6.67% |
Max Drawdown (5Y)Largest decline over 5 years | -26.69% | -23.71% | -2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -38.68% | -32.43% | -6.25% |
Current DrawdownCurrent decline from peak | -2.23% | 0.00% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -17.04% | -5.06% | -11.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 2.80% | +1.19% |
Volatility
EXS1.DE vs. UIMM.DE - Volatility Comparison
iShares Core DAX UCITS ETF (DE) (EXS1.DE) has a higher volatility of 5.16% compared to UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) at 3.21%. This indicates that EXS1.DE's price experiences larger fluctuations and is considered to be riskier than UIMM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXS1.DE | UIMM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 3.21% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 12.95% | 9.27% | +3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 12.60% | +3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 15.32% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.36% | 15.50% | +2.86% |
EXS1.DE vs. UIMM.DE - Expense Ratio Comparison
EXS1.DE has a 0.16% expense ratio, which is lower than UIMM.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
EXS1.DE vs. UIMM.DE - Dividend Comparison
EXS1.DE has not paid dividends to shareholders, while UIMM.DE's dividend yield for the trailing twelve months is around 0.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXS1.DE iShares Core DAX UCITS ETF (DE) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.51% | 0.48% | 0.73% | 0.66% |
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 0.86% | 1.02% | 1.02% | 1.13% | 1.42% | 0.97% | 1.27% | 1.60% | 1.91% | 1.94% | 1.92% | 1.80% |
Frequently Asked Questions
EXS1.DE and UIMM.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXS1.DE is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXS1.DE is cheaper with a 0.16% expense ratio, compared with 0.22% for UIMM.DE.
EXS1.DE is categorized as Europe Equities, while UIMM.DE is Global Equities. EXS1.DE tracks DAX®, while UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.16% for EXS1.DE and 0.22% for UIMM.DE.
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