IBC3.DE vs. UIM5.DE
IBC3.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF) and UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) are both exchange-traded funds - IBC3.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI), while UIM5.DE is a Japan Equities fund tracking the MSCI Japan. Both are passively managed. Over the past 5 years, IBC3.DE returned 8.85%/yr vs 10.07%/yr for UIM5.DE. A 0.57 correlation means they provide meaningful diversification when combined. IBC3.DE charges 0.18%/yr vs 0.12%/yr for UIM5.DE.
Performance
IBC3.DE vs. UIM5.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBC3.DE achieves a 25.91% return, which is significantly higher than UIM5.DE's 16.79% return.
IBC3.DE
- 1D
- -1.44%
- 1M
- 5.28%
- YTD
- 25.91%
- 6M
- 27.63%
- 1Y
- 47.26%
- 3Y*
- 20.30%
- 5Y*
- 8.85%
- 10Y*
- —
UIM5.DE
- 1D
- -0.44%
- 1M
- 5.95%
- YTD
- 16.79%
- 6M
- 16.65%
- 1Y
- 30.63%
- 3Y*
- 15.54%
- 5Y*
- 10.07%
- 10Y*
- 9.20%
IBC3.DE vs. UIM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 25.91% | 17.59% | 14.06% | 7.48% | -13.80% | 7.38% | 7.44% | 21.30% | -9.19% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 16.79% | 12.70% | 13.66% | 16.46% | -12.43% | 10.03% | 5.15% | 22.27% | -7.49% |
Correlation
The correlation between IBC3.DE and UIM5.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Apr 9, 2018 | 0.57 |
The correlation between IBC3.DE and UIM5.DE has been stable across timeframes, ranging from 0.51 to 0.57 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBC3.DE vs. UIM5.DE — Risk / Return Rank
IBC3.DE
UIM5.DE
IBC3.DE vs. UIM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) and UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.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.
| IBC3.DE | UIM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.31 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 3.02 | +1.49 |
| Martin ratioReturn relative to average drawdown | 16.28 | 9.82 | +6.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IBC3.DE | UIM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.71 | 1.62 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.60 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.28 | +0.19 |
Drawdowns
IBC3.DE vs. UIM5.DE - Drawdown Comparison
The maximum IBC3.DE drawdown since its inception was -31.89%, smaller than the maximum UIM5.DE drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for IBC3.DE and UIM5.DE.
Loading charts...
Drawdown Indicators
| IBC3.DE | UIM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.89% | -54.88% | +22.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -10.08% | -0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -19.08% | -16.88% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | -19.02% | -2.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.09% | — |
Current DrawdownCurrent decline from peak | -2.52% | -0.44% | -2.08% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -14.32% | +6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.11% | -0.22% |
Volatility
IBC3.DE vs. UIM5.DE - Volatility Comparison
iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) has a higher volatility of 7.06% compared to UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) at 3.41%. This indicates that IBC3.DE's price experiences larger fluctuations and is considered to be riskier than UIM5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBC3.DE | UIM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 3.41% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 14.60% | 15.06% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 18.82% | -1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 16.64% | -0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 16.43% | +1.99% |
IBC3.DE vs. UIM5.DE - Expense Ratio Comparison
IBC3.DE has a 0.18% expense ratio, which is higher than UIM5.DE's 0.12% 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
IBC3.DE vs. UIM5.DE - Dividend Comparison
IBC3.DE's dividend yield for the trailing twelve months is around 1.88%, more than UIM5.DE's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 1.88% | 2.26% | 2.44% | 2.69% | 3.36% | 2.18% | 2.09% | 2.56% | 2.08% | 0.00% | 0.00% | 0.00% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 1.59% | 1.71% | 1.67% | 1.80% | 2.11% | 1.52% | 1.66% | 1.65% | 1.58% | 1.32% | 1.54% | 1.20% |
Frequently Asked Questions
IBC3.DE and UIM5.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIM5.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIM5.DE is cheaper with a 0.12% expense ratio, compared with 0.18% for IBC3.DE.
IBC3.DE is categorized as Emerging Markets Equities, while UIM5.DE is Japan Equities. IBC3.DE tracks MSCI Emerging Markets Investable Market (IMI), while UIM5.DE tracks MSCI Japan. They also come from different issuers: iShares and UBS. Their fees differ too: 0.18% for IBC3.DE and 0.12% for UIM5.DE.
Find the right allocation for IBC3.DE and UIM5.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer