IQQE.DE vs. UIM5.DE
IQQE.DE (iShares MSCI EM UCITS ETF (Dist)) and UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) are both exchange-traded funds - IQQE.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets, while UIM5.DE is a Japan Equities fund tracking the MSCI Japan. Both are passively managed. Over the past 10 years, IQQE.DE returned 9.82%/yr vs 9.20%/yr for UIM5.DE. A 0.55 correlation means they provide meaningful diversification when combined. IQQE.DE charges 0.18%/yr vs 0.12%/yr for UIM5.DE.
Performance
IQQE.DE vs. UIM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQE.DE achieves a 27.09% return, which is significantly higher than UIM5.DE's 16.79% return. Over the past 10 years, IQQE.DE has outperformed UIM5.DE with an annualized return of 9.82%, while UIM5.DE has yielded a comparatively lower 9.20% annualized return.
IQQE.DE
- 1D
- -1.70%
- 1M
- 3.86%
- YTD
- 27.09%
- 6M
- 27.76%
- 1Y
- 48.91%
- 3Y*
- 20.70%
- 5Y*
- 8.39%
- 10Y*
- 9.82%
UIM5.DE
- 1D
- -0.44%
- 1M
- 3.65%
- YTD
- 16.79%
- 6M
- 16.75%
- 1Y
- 31.82%
- 3Y*
- 15.54%
- 5Y*
- 10.07%
- 10Y*
- 9.20%
IQQE.DE vs. UIM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQE.DE iShares MSCI EM UCITS ETF (Dist) | 27.09% | 19.76% | 13.75% | 5.63% | -14.17% | 4.20% | 7.47% | 20.26% | -11.31% | 19.90% |
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% | -9.99% | 9.08% |
Correlation
The correlation between IQQE.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 | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2006 | 0.55 |
The correlation between IQQE.DE and UIM5.DE has been stable across timeframes, ranging from 0.50 to 0.57 - a consistent structural relationship.
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Return for Risk
IQQE.DE vs. UIM5.DE — Risk / Return Rank
IQQE.DE
UIM5.DE
IQQE.DE vs. UIM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM UCITS ETF (Dist) (IQQE.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.
| IQQE.DE | UIM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.31 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.59 | 3.02 | +1.57 |
| Martin ratioReturn relative to average drawdown | 16.67 | 9.82 | +6.85 |
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
| IQQE.DE | UIM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.78 | 1.62 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.60 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.56 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.28 | -0.01 |
Drawdowns
IQQE.DE vs. UIM5.DE - Drawdown Comparison
The maximum IQQE.DE drawdown since its inception was -59.33%, which is greater than UIM5.DE's maximum drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for IQQE.DE and UIM5.DE.
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Drawdown Indicators
| IQQE.DE | UIM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.33% | -54.88% | -4.45% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -10.08% | -0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -19.41% | -16.88% | -2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -24.02% | -19.02% | -5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -31.66% | -28.09% | -3.57% |
Current DrawdownCurrent decline from peak | -2.60% | -0.44% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -12.99% | -14.32% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 3.11% | -0.13% |
Volatility
IQQE.DE vs. UIM5.DE - Volatility Comparison
iShares MSCI EM UCITS ETF (Dist) (IQQE.DE) has a higher volatility of 7.24% compared to UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) at 3.41%. This indicates that IQQE.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.
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Volatility by Period
| IQQE.DE | UIM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 3.41% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 15.03% | 15.06% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.83% | 18.82% | -0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.78% | 16.64% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 16.43% | +1.90% |
IQQE.DE vs. UIM5.DE - Expense Ratio Comparison
IQQE.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
IQQE.DE vs. UIM5.DE - Dividend Comparison
IQQE.DE's dividend yield for the trailing twelve months is around 1.49%, less than UIM5.DE's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQE.DE iShares MSCI EM UCITS ETF (Dist) | 1.49% | 1.87% | 2.19% | 2.34% | 2.91% | 1.99% | 1.53% | 1.75% | 1.94% | 1.42% | 1.83% | 2.22% |
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
IQQE.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 IQQE.DE.
IQQE.DE is categorized as Emerging Markets Equities, while UIM5.DE is Japan Equities. IQQE.DE tracks MSCI Emerging Markets, while UIM5.DE tracks MSCI Japan. They also come from different issuers: iShares and UBS. Their fees differ too: 0.18% for IQQE.DE and 0.12% for UIM5.DE.
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