UBU7.DE vs. UIM5.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) are both exchange-traded funds - UBU7.DE is a Global Equities fund tracking the MSCI World, while UIM5.DE is a Japan Equities fund tracking the MSCI Japan. Both are passively managed. Over the past 10 years, UBU7.DE returned 13.19%/yr vs 9.68%/yr for UIM5.DE. A 0.72 correlation means they provide meaningful diversification when combined. UBU7.DE charges 0.10%/yr vs 0.12%/yr for UIM5.DE.
Performance
UBU7.DE vs. UIM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU7.DE achieves a 11.05% return, which is significantly lower than UIM5.DE's 19.97% return. Over the past 10 years, UBU7.DE has outperformed UIM5.DE with an annualized return of 13.19%, while UIM5.DE has yielded a comparatively lower 9.68% annualized return.
UBU7.DE
- 1D
- -0.59%
- 1M
- 0.75%
- YTD
- 11.05%
- 6M
- 11.39%
- 1Y
- 24.87%
- 3Y*
- 18.08%
- 5Y*
- 12.26%
- 10Y*
- 13.19%
UIM5.DE
- 1D
- 0.54%
- 1M
- 3.65%
- YTD
- 19.97%
- 6M
- 20.22%
- 1Y
- 38.49%
- 3Y*
- 17.58%
- 5Y*
- 10.48%
- 10Y*
- 9.68%
UBU7.DE vs. UIM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 11.05% | 8.11% | 26.08% | 20.13% | -13.88% | 32.53% | 5.35% | 31.21% | -5.14% | 7.21% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 19.97% | 12.70% | 13.65% | 16.46% | -12.42% | 10.03% | 5.15% | 22.28% | -9.98% | 9.08% |
Correlation
The correlation between UBU7.DE and UIM5.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.72 |
The correlation between UBU7.DE and UIM5.DE has been stable across timeframes, ranging from 0.63 to 0.72 - a consistent structural relationship.
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Return for Risk
UBU7.DE vs. UIM5.DE — Risk / Return Rank
UBU7.DE
UIM5.DE
UBU7.DE vs. UIM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UBU7.DE | UIM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 3.80 | 0.00 |
| Martin ratioReturn relative to average drawdown | 15.04 | 12.28 | +2.76 |
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Drawdowns
UBU7.DE vs. UIM5.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.85%, smaller than the maximum UIM5.DE drawdown of -99.65%. Use the drawdown chart below to compare losses from any high point for UBU7.DE and UIM5.DE.
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Drawdown Indicators
| UBU7.DE | UIM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.85% | -99.65% | +65.80% |
Max Drawdown (1Y)Largest decline over 1 year | -6.52% | -10.09% | +3.57% |
Max Drawdown (3Y)Largest decline over 3 years | -21.70% | -16.89% | -4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -21.70% | -19.01% | -2.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -28.09% | -5.76% |
Current DrawdownCurrent decline from peak | -0.78% | -98.17% | +97.39% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -94.90% | +89.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 3.13% | -1.48% |
Volatility
UBU7.DE vs. UIM5.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 2.96%, while UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) has a volatility of 6.13%. This indicates that UBU7.DE experiences smaller price fluctuations and is considered to be less risky 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
| UBU7.DE | UIM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 6.13% | -3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 15.99% | -8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.27% | 19.51% | -8.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.15% | 16.81% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.09% | 16.46% | -1.37% |
UBU7.DE vs. UIM5.DE - Expense Ratio Comparison
UBU7.DE has a 0.10% expense ratio, which is lower than UIM5.DE's 0.12% 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
UBU7.DE vs. UIM5.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.32%, less than UIM5.DE's 1.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.32% | 1.56% | 1.33% | 1.44% | 1.61% | 1.08% | 1.46% | 1.72% | 1.70% | 1.80% | 2.20% | 1.80% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 1.54% | 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
UBU7.DE and UIM5.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.12% for UIM5.DE.
UBU7.DE is categorized as Global Equities, while UIM5.DE is Japan Equities. UBU7.DE tracks MSCI World, while UIM5.DE tracks MSCI Japan. Their fees differ too: 0.10% for UBU7.DE and 0.12% for UIM5.DE.
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