LYPE.DE vs. UIMR.DE
Compare and contrast key facts about Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) and UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE).
LYPE.DE and UIMR.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LYPE.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World Health Care. It was launched on Aug 19, 2010. UIMR.DE is a passively managed fund by UBS that tracks the performance of the MSCI EMU SRI Low Carbon Select 5% Issuer Capped. It was launched on Aug 18, 2011. Both LYPE.DE and UIMR.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LYPE.DE or UIMR.DE.
Key characteristics
| LYPE.DE | UIMR.DE | |
|---|---|---|
| YTD Return | 14.28% | 10.19% |
| 1Y Return | 14.72% | 17.28% |
| 3Y Return (Ann) | 7.15% | 2.20% |
| 5Y Return (Ann) | 10.69% | 6.12% |
| 10Y Return (Ann) | 10.10% | 8.04% |
| Sharpe Ratio | 1.50 | 1.58 |
| Daily Std Dev | 9.99% | 11.68% |
| Max Drawdown | -25.95% | -37.55% |
| Current Drawdown | -2.70% | -1.94% |
Correlation
The correlation between LYPE.DE and UIMR.DE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LYPE.DE vs. UIMR.DE - Performance Comparison
In the year-to-date period, LYPE.DE achieves a 14.28% return, which is significantly higher than UIMR.DE's 10.19% return. Over the past 10 years, LYPE.DE has outperformed UIMR.DE with an annualized return of 10.10%, while UIMR.DE has yielded a comparatively lower 8.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LYPE.DE vs. UIMR.DE - Expense Ratio Comparison
LYPE.DE has a 0.30% expense ratio, which is higher than UIMR.DE's 0.20% expense ratio.
Risk-Adjusted Performance
LYPE.DE vs. UIMR.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) and UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.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.
Dividends
LYPE.DE vs. UIMR.DE - Dividend Comparison
LYPE.DE has not paid dividends to shareholders, while UIMR.DE's dividend yield for the trailing twelve months is around 1.95%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYPE.DE Amundi MSCI World Health Care 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% |
UIMR.DE UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 1.95% | 2.26% | 2.80% | 2.10% | 1.69% | 2.61% | 3.34% | 2.69% | 3.34% | 2.66% | 6.24% | 2.50% |
Drawdowns
LYPE.DE vs. UIMR.DE - Drawdown Comparison
The maximum LYPE.DE drawdown since its inception was -25.95%, smaller than the maximum UIMR.DE drawdown of -37.55%. Use the drawdown chart below to compare losses from any high point for LYPE.DE and UIMR.DE. For additional features, visit the drawdowns tool.
Volatility
LYPE.DE vs. UIMR.DE - Volatility Comparison
The current volatility for Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) is 2.49%, while UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) has a volatility of 3.26%. This indicates that LYPE.DE experiences smaller price fluctuations and is considered to be less risky than UIMR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.