UIM4.DE vs. EXXX.DE
UIM4.DE (UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis) and EXXX.DE (iShares ATX UCITS ETF (DE)) are both Europe Equities funds - UIM4.DE tracks the MSCI EMU while EXXX.DE tracks the ATX Index. Both are passively managed. Over the past 10 years, UIM4.DE returned 10.36%/yr vs 14.39%/yr for EXXX.DE. A 0.75 correlation means they provide meaningful diversification when combined. UIM4.DE charges 0.12%/yr vs 0.32%/yr for EXXX.DE.
Performance
UIM4.DE vs. EXXX.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UIM4.DE achieves a 11.73% return, which is significantly lower than EXXX.DE's 25.35% return. Over the past 10 years, UIM4.DE has underperformed EXXX.DE with an annualized return of 10.36%, while EXXX.DE has yielded a comparatively higher 14.39% annualized return.
UIM4.DE
- 1D
- 0.96%
- 1M
- -0.48%
- 6M
- 9.99%
- YTD
- 11.73%
- 1Y
- 21.54%
- 3Y*
- 16.14%
- 5Y*
- 11.09%
- 10Y*
- 10.36%
- ALL TIME*
- 4.89%
EXXX.DE
- 1D
- 1.55%
- 1M
- -0.30%
- 6M
- 24.02%
- YTD
- 25.35%
- 1Y
- 47.65%
- 3Y*
- 30.68%
- 5Y*
- 17.87%
- 10Y*
- 14.39%
- ALL TIME*
- 5.40%
UIM4.DE vs. EXXX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIM4.DE UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis | 11.73% | 24.73% | 9.53% | 18.91% | -11.89% | 21.97% | -0.72% | 27.27% | -12.97% | 13.08% |
EXXX.DE iShares ATX UCITS ETF (DE) | 25.35% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 19.95% | -18.96% | 32.71% |
Correlation
The correlation between UIM4.DE and EXXX.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2008 | 0.75 |
The correlation between UIM4.DE and EXXX.DE has been stable across timeframes, ranging from 0.73 to 0.76 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UIM4.DE vs. EXXX.DE — Risk / Return Rank
UIM4.DE
EXXX.DE
UIM4.DE vs. EXXX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis (UIM4.DE) and iShares ATX UCITS ETF (DE) (EXXX.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.
| UIM4.DE | EXXX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.46 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 4.43 | -2.31 |
| Martin ratioReturn relative to average drawdown | 7.77 | 14.83 | -7.07 |
Loading charts...
Drawdowns
UIM4.DE vs. EXXX.DE - Drawdown Comparison
The maximum UIM4.DE drawdown since its inception was -58.61%, smaller than the maximum EXXX.DE drawdown of -71.43%. Use the drawdown chart below to compare losses from any high point for UIM4.DE and EXXX.DE.
Loading charts...
Drawdown Indicators
| UIM4.DE | EXXX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.61% | -71.43% | +12.82% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -10.71% | +0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -15.21% | -16.11% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -32.69% | +8.15% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -52.90% | +14.58% |
Current DrawdownCurrent decline from peak | -2.04% | -1.26% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -16.20% | -28.47% | +12.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.20% | -0.43% |
Volatility
UIM4.DE vs. EXXX.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis (UIM4.DE) is 4.09%, while iShares ATX UCITS ETF (DE) (EXXX.DE) has a volatility of 5.11%. This indicates that UIM4.DE experiences smaller price fluctuations and is considered to be less risky than EXXX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UIM4.DE | EXXX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 5.11% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 14.74% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 17.58% | -2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 19.12% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 19.95% | -3.16% |
UIM4.DE vs. EXXX.DE - Expense Ratio Comparison
UIM4.DE has a 0.12% expense ratio, which is lower than EXXX.DE's 0.32% expense ratio.
Dividends
UIM4.DE vs. EXXX.DE - Dividend Comparison
UIM4.DE's dividend yield for the trailing twelve months is around 2.40%, less than EXXX.DE's 2.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 2.94% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
UIM4.DE UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis | 2.40% | 2.52% | 2.71% | 2.69% | 2.84% | 1.83% | 1.58% | 2.66% | 3.26% | 2.51% | 2.57% | 2.99% |
Frequently Asked Questions
UIM4.DE and EXXX.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIM4.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIM4.DE is cheaper with a 0.12% expense ratio, compared with 0.32% for EXXX.DE.
UIM4.DE tracks MSCI EMU, while EXXX.DE tracks ATX Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.12% for UIM4.DE and 0.32% for EXXX.DE.
Find the right allocation for UIM4.DE and EXXX.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer