LYM7.DE vs. UEF5.DE
LYM7.DE (Amundi MSCI Emerging Markets III UCITS ETF EUR Acc) and UEF5.DE (UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis) are both Emerging Markets Equities funds - LYM7.DE tracks the MSCI Emerging Markets while UEF5.DE tracks the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, LYM7.DE returned 9.49%/yr vs 9.52%/yr for UEF5.DE. Their correlation of 0.93 suggests significant overlap in exposure. LYM7.DE charges 0.55%/yr vs 0.24%/yr for UEF5.DE.
Performance
LYM7.DE vs. UEF5.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LYM7.DE achieves a 27.20% return, which is significantly lower than UEF5.DE's 34.15% return. Both investments have delivered pretty close results over the past 10 years, with LYM7.DE having a 9.49% annualized return and UEF5.DE not far ahead at 9.52%.
LYM7.DE
- 1D
- -1.67%
- 1M
- 3.59%
- YTD
- 27.20%
- 6M
- 27.77%
- 1Y
- 48.14%
- 3Y*
- 20.29%
- 5Y*
- 7.98%
- 10Y*
- 9.49%
UEF5.DE
- 1D
- -1.52%
- 1M
- 6.86%
- YTD
- 34.15%
- 6M
- 35.47%
- 1Y
- 59.20%
- 3Y*
- 24.16%
- 5Y*
- 10.12%
- 10Y*
- 9.52%
LYM7.DE vs. UEF5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LYM7.DE Amundi MSCI Emerging Markets III UCITS ETF EUR Acc | 27.20% | 18.53% | 13.45% | 4.98% | -14.29% | 4.13% | 5.83% | 21.44% | -11.71% | 20.16% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 34.15% | 21.04% | 15.43% | 3.76% | -15.31% | 7.01% | 5.32% | 14.48% | -7.65% | 16.40% |
Correlation
The correlation between LYM7.DE and UEF5.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2014 | 0.93 |
The correlation between LYM7.DE and UEF5.DE has been stable across timeframes, ranging from 0.92 to 0.94 - 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
LYM7.DE vs. UEF5.DE — Risk / Return Rank
LYM7.DE
UEF5.DE
LYM7.DE vs. UEF5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Emerging Markets III UCITS ETF EUR Acc (LYM7.DE) and UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.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.
| LYM7.DE | UEF5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.55 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.59 | 6.29 | -1.70 |
| Martin ratioReturn relative to average drawdown | 16.48 | 21.83 | -5.35 |
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
| LYM7.DE | UEF5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.74 | 3.14 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.57 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.50 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.41 | -0.17 |
Drawdowns
LYM7.DE vs. UEF5.DE - Drawdown Comparison
The maximum LYM7.DE drawdown since its inception was -61.32%, which is greater than UEF5.DE's maximum drawdown of -36.71%. Use the drawdown chart below to compare losses from any high point for LYM7.DE and UEF5.DE.
Loading charts...
Drawdown Indicators
| LYM7.DE | UEF5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.32% | -36.71% | -24.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.64% | -9.52% | -1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -19.19% | -20.41% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -24.34% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -31.90% | -36.71% | +4.81% |
Current DrawdownCurrent decline from peak | -2.53% | -2.55% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -14.45% | -9.99% | -4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 2.75% | +0.22% |
Volatility
LYM7.DE vs. UEF5.DE - Volatility Comparison
The current volatility for Amundi MSCI Emerging Markets III UCITS ETF EUR Acc (LYM7.DE) is 7.27%, while UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) has a volatility of 8.72%. This indicates that LYM7.DE experiences smaller price fluctuations and is considered to be less risky than UEF5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LYM7.DE | UEF5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 8.72% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 15.15% | 15.86% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 19.10% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 17.66% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 18.88% | -0.57% |
LYM7.DE vs. UEF5.DE - Expense Ratio Comparison
LYM7.DE has a 0.55% expense ratio, which is higher than UEF5.DE's 0.24% expense ratio.
Dividends
LYM7.DE vs. UEF5.DE - Dividend Comparison
LYM7.DE has not paid dividends to shareholders, while UEF5.DE's dividend yield for the trailing twelve months is around 1.58%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYM7.DE Amundi MSCI Emerging Markets III UCITS ETF EUR 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% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 1.58% | 2.19% | 1.73% | 2.36% | 2.19% | 1.32% | 1.89% | 2.00% | 2.16% | 2.00% | 2.30% | 1.65% |
Frequently Asked Questions
With a correlation of 0.93, LYM7.DE and UEF5.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.
On fees, UEF5.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEF5.DE is cheaper with a 0.24% expense ratio, compared with 0.55% for LYM7.DE.
LYM7.DE tracks MSCI Emerging Markets, while UEF5.DE tracks MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.55% for LYM7.DE and 0.24% for UEF5.DE.
Find the right allocation for LYM7.DE and UEF5.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