UEF5.DE vs. IQQE.DE
UEF5.DE (UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis) and IQQE.DE (iShares MSCI EM UCITS ETF (Dist)) are both Emerging Markets Equities funds - UEF5.DE tracks the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped while IQQE.DE tracks the MSCI Emerging Markets. Both are passively managed. Over the past 10 years, UEF5.DE returned 9.93%/yr vs 10.20%/yr for IQQE.DE. Their correlation of 0.93 suggests significant overlap in exposure. UEF5.DE charges 0.24%/yr vs 0.18%/yr for IQQE.DE.
Performance
UEF5.DE vs. IQQE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEF5.DE achieves a 35.39% return, which is significantly higher than IQQE.DE's 28.50% return. Both investments have delivered pretty close results over the past 10 years, with UEF5.DE having a 9.93% annualized return and IQQE.DE not far ahead at 10.20%.
UEF5.DE
- 1D
- -0.15%
- 1M
- 2.43%
- YTD
- 35.39%
- 6M
- 37.90%
- 1Y
- 55.38%
- 3Y*
- 25.01%
- 5Y*
- 9.65%
- 10Y*
- 9.93%
IQQE.DE
- 1D
- 0.34%
- 1M
- 2.64%
- YTD
- 28.50%
- 6M
- 30.45%
- 1Y
- 47.99%
- 3Y*
- 21.69%
- 5Y*
- 8.31%
- 10Y*
- 10.20%
UEF5.DE vs. IQQE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 35.39% | 20.99% | 15.47% | 3.78% | -15.32% | 6.96% | 5.36% | 14.51% | -7.68% | 16.40% |
IQQE.DE iShares MSCI EM UCITS ETF (Dist) | 28.50% | 19.78% | 13.75% | 5.62% | -14.16% | 4.19% | 7.48% | 20.27% | -11.32% | 19.91% |
Correlation
The correlation between UEF5.DE and IQQE.DE is 0.91, 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 | 0.91 |
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 4, 2014 | 0.93 |
The correlation between UEF5.DE and IQQE.DE has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
UEF5.DE vs. IQQE.DE — Risk / Return Rank
UEF5.DE
IQQE.DE
UEF5.DE vs. IQQE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) and iShares MSCI EM UCITS ETF (Dist) (IQQE.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.
| UEF5.DE | IQQE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.45 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 5.77 | 4.42 | +1.34 |
| Martin ratioReturn relative to average drawdown | 19.03 | 15.28 | +3.75 |
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Drawdowns
UEF5.DE vs. IQQE.DE - Drawdown Comparison
The maximum UEF5.DE drawdown since its inception was -38.64%, smaller than the maximum IQQE.DE drawdown of -59.91%. Use the drawdown chart below to compare losses from any high point for UEF5.DE and IQQE.DE.
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Drawdown Indicators
| UEF5.DE | IQQE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.64% | -59.91% | +21.27% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -10.79% | +1.23% |
Max Drawdown (3Y)Largest decline over 3 years | -20.35% | -19.42% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.36% | -24.01% | -0.35% |
Max Drawdown (10Y)Largest decline over 10 years | -36.70% | -31.68% | -5.02% |
Current DrawdownCurrent decline from peak | -4.84% | -4.16% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -13.02% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 3.13% | -0.23% |
Volatility
UEF5.DE vs. IQQE.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) is 7.79%, while iShares MSCI EM UCITS ETF (Dist) (IQQE.DE) has a volatility of 8.78%. This indicates that UEF5.DE experiences smaller price fluctuations and is considered to be less risky than IQQE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEF5.DE | IQQE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 8.78% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 16.75% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.96% | 19.19% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.92% | 17.11% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.94% | 18.43% | +0.51% |
UEF5.DE vs. IQQE.DE - Expense Ratio Comparison
UEF5.DE has a 0.24% expense ratio, which is higher than IQQE.DE's 0.18% 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
UEF5.DE vs. IQQE.DE - Dividend Comparison
UEF5.DE's dividend yield for the trailing twelve months is around 1.57%, more than IQQE.DE's 1.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQE.DE iShares MSCI EM UCITS ETF (Dist) | 1.47% | 1.87% | 2.19% | 2.34% | 2.92% | 1.99% | 1.53% | 1.76% | 1.94% | 1.42% | 1.61% | 2.23% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 1.57% | 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 0.91, UEF5.DE and IQQE.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, IQQE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQQE.DE is cheaper with a 0.18% expense ratio, compared with 0.24% for UEF5.DE.
UEF5.DE tracks MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped, while IQQE.DE tracks MSCI Emerging Markets. They also come from different issuers: UBS and iShares. Their fees differ too: 0.24% for UEF5.DE and 0.18% for IQQE.DE.
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