UEFI.DE vs. UIMA.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) are both exchange-traded funds - UEFI.DE is a Government Bonds fund tracking the Bloomberg US 7-10 Year Treasury Bond Index, while UIMA.DE is a Europe Equities fund tracking the MSCI Europe. Both are passively managed. Over the past 10 years, UEFI.DE returned 0.15%/yr vs 9.17%/yr for UIMA.DE. At a correlation of -0.12, they often move in opposite directions. UEFI.DE charges 0.05%/yr vs 0.10%/yr for UIMA.DE.
Performance
UEFI.DE vs. UIMA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEFI.DE achieves a 1.01% return, which is significantly lower than UIMA.DE's 7.64% return. Over the past 10 years, UEFI.DE has underperformed UIMA.DE with an annualized return of 0.15%, while UIMA.DE has yielded a comparatively higher 9.17% annualized return.
UEFI.DE
- 1D
- 0.03%
- 1M
- 0.90%
- YTD
- 1.01%
- 6M
- 0.27%
- 1Y
- 1.25%
- 3Y*
- -0.59%
- 5Y*
- -0.43%
- 10Y*
- 0.15%
UIMA.DE
- 1D
- 0.62%
- 1M
- 1.25%
- YTD
- 7.64%
- 6M
- 10.05%
- 1Y
- 16.12%
- 3Y*
- 13.82%
- 5Y*
- 10.02%
- 10Y*
- 9.17%
UEFI.DE vs. UIMA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 1.01% | -5.01% | 4.87% | -0.30% | -9.82% | 4.88% | -0.27% | 10.89% | 5.09% | -10.40% |
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 7.64% | 20.65% | 8.36% | 15.54% | -9.27% | 24.93% | -3.30% | 27.60% | -11.02% | 11.02% |
Correlation
The correlation between UEFI.DE and UIMA.DE is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.14 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2012 | -0.12 |
The correlation between UEFI.DE and UIMA.DE shifts across timeframes, from -0.16 (5 years) to -0.05 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
UEFI.DE vs. UIMA.DE — Risk / Return Rank
UEFI.DE
UIMA.DE
UEFI.DE vs. UIMA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) and UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.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.
| UEFI.DE | UIMA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.24 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 1.75 | -1.69 |
| Martin ratioReturn relative to average drawdown | 0.08 | 6.51 | -6.43 |
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
| UEFI.DE | UIMA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 1.29 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.70 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.59 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.49 | -0.49 |
Drawdowns
UEFI.DE vs. UIMA.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -32.63%, smaller than the maximum UIMA.DE drawdown of -35.78%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and UIMA.DE.
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Drawdown Indicators
| UEFI.DE | UIMA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -35.78% | +3.15% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -9.42% | -6.84% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -16.25% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -19.42% | +3.16% |
Max Drawdown (10Y)Largest decline over 10 years | -22.99% | -35.78% | +12.79% |
Current DrawdownCurrent decline from peak | -17.90% | -1.50% | -16.40% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -5.66% | -8.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 2.53% | +8.40% |
Volatility
UEFI.DE vs. UIMA.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) is 0.74%, while UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) has a volatility of 4.30%. This indicates that UEFI.DE experiences smaller price fluctuations and is considered to be less risky than UIMA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEFI.DE | UIMA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 4.30% | -3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 10.54% | -6.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 12.75% | +9.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 14.19% | -1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 15.57% | +1.03% |
UEFI.DE vs. UIMA.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than UIMA.DE's 0.10% 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
UEFI.DE vs. UIMA.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, less than UIMA.DE's 3.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.64% | 1.93% | 2.25% | 2.54% | 1.33% | 0.82% | 1.66% | 1.68% | 2.29% | 1.74% | 0.76% | 0.80% |
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 3.16% | 2.48% | 2.67% | 2.74% | 2.91% | 2.02% | 2.06% | 2.87% | 3.38% | 2.91% | 3.95% | 3.24% |
Frequently Asked Questions
UEFI.DE and UIMA.DE have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.10% for UIMA.DE.
UEFI.DE is categorized as Government Bonds, while UIMA.DE is Europe Equities. UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while UIMA.DE tracks MSCI Europe. Their fees differ too: 0.05% for UEFI.DE and 0.10% for UIMA.DE.
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