QDVR.DE vs. UIMP.DE
QDVR.DE (iShares MSCI USA SRI UCITS ETF USD (Acc)) and UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - QDVR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels while UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, QDVR.DE returned 12.24%/yr vs 12.35%/yr for UIMP.DE. With a 0.98 correlation, they move nearly in lockstep. QDVR.DE charges 0.20%/yr vs 0.22%/yr for UIMP.DE.
Performance
QDVR.DE vs. UIMP.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with QDVR.DE having a 14.85% return and UIMP.DE slightly lower at 14.22%.
QDVR.DE
- 1D
- 0.06%
- 1M
- 6.37%
- YTD
- 14.85%
- 6M
- 15.24%
- 1Y
- 22.43%
- 3Y*
- 14.58%
- 5Y*
- 12.24%
- 10Y*
- —
UIMP.DE
- 1D
- -0.69%
- 1M
- 8.03%
- YTD
- 14.22%
- 6M
- 13.86%
- 1Y
- 23.38%
- 3Y*
- 16.45%
- 5Y*
- 12.35%
- 10Y*
- 14.21%
QDVR.DE vs. UIMP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 14.85% | -0.76% | 20.30% | 20.26% | -14.38% | 43.66% | 13.50% | 35.53% | 1.82% | 8.55% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 14.22% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 33.09% | 0.05% | 7.29% |
Correlation
The correlation between QDVR.DE and UIMP.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jul 14, 2016 | 0.98 |
The correlation between QDVR.DE and UIMP.DE has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.
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Return for Risk
QDVR.DE vs. UIMP.DE — Risk / Return Rank
QDVR.DE
UIMP.DE
QDVR.DE vs. UIMP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) and UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.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.
| QDVR.DE | UIMP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 2.47 | +0.62 |
| Martin ratioReturn relative to average drawdown | 10.29 | 8.01 | +2.28 |
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
| QDVR.DE | UIMP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.75 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.74 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.89 | 0.00 |
Drawdowns
QDVR.DE vs. UIMP.DE - Drawdown Comparison
The maximum QDVR.DE drawdown since its inception was -32.87%, roughly equal to the maximum UIMP.DE drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for QDVR.DE and UIMP.DE.
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Drawdown Indicators
| QDVR.DE | UIMP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.87% | -33.37% | +0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.24% | -9.42% | +2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -23.91% | -24.74% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -23.91% | -24.74% | +0.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.69% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -5.22% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.91% | -0.73% |
Volatility
QDVR.DE vs. UIMP.DE - Volatility Comparison
The current volatility for iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) is 3.67%, while UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) has a volatility of 3.98%. This indicates that QDVR.DE experiences smaller price fluctuations and is considered to be less risky than UIMP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVR.DE | UIMP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 3.98% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 9.52% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.69% | 13.27% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 16.53% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 16.82% | -0.48% |
QDVR.DE vs. UIMP.DE - Expense Ratio Comparison
QDVR.DE has a 0.20% expense ratio, which is lower than UIMP.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
QDVR.DE vs. UIMP.DE - Dividend Comparison
QDVR.DE has not paid dividends to shareholders, while UIMP.DE's dividend yield for the trailing twelve months is around 0.42%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (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% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.42% | 0.82% | 0.70% | 0.75% | 0.92% | 0.62% | 0.90% | 0.97% | 1.03% | 1.25% | 1.26% | 1.25% |
Frequently Asked Questions
With a correlation of 0.96, QDVR.DE and UIMP.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, QDVR.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVR.DE is cheaper with a 0.20% expense ratio, compared with 0.22% for UIMP.DE.
QDVR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels, while UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for QDVR.DE and 0.22% for UIMP.DE.
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