UIM4.DE vs. SXRY.DE
UIM4.DE (UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis) and SXRY.DE (iShares FTSE MIB UCITS ETF (Acc)) are both Europe Equities funds - UIM4.DE tracks the MSCI EMU while SXRY.DE tracks the FTSE MIB. Both are passively managed. Over the past 10 years, UIM4.DE returned 11.47%/yr vs 17.09%/yr for SXRY.DE. Their correlation of 0.83 suggests significant overlap in exposure. UIM4.DE charges 0.12%/yr vs 0.33%/yr for SXRY.DE.
Performance
UIM4.DE vs. SXRY.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIM4.DE achieves a 11.84% return, which is significantly lower than SXRY.DE's 18.23% return. Over the past 10 years, UIM4.DE has underperformed SXRY.DE with an annualized return of 11.47%, while SXRY.DE has yielded a comparatively higher 17.09% annualized return.
UIM4.DE
- 1D
- 0.74%
- 1M
- 3.07%
- YTD
- 11.84%
- 6M
- 12.74%
- 1Y
- 24.18%
- 3Y*
- 17.45%
- 5Y*
- 10.91%
- 10Y*
- 11.47%
SXRY.DE
- 1D
- 0.23%
- 1M
- 4.00%
- YTD
- 18.23%
- 6M
- 19.05%
- 1Y
- 37.48%
- 3Y*
- 29.61%
- 5Y*
- 20.54%
- 10Y*
- 17.09%
UIM4.DE vs. SXRY.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 | 11.84% | 24.73% | 9.53% | 18.91% | -11.89% | 21.97% | -0.72% | 27.27% | -12.97% | 13.08% |
SXRY.DE iShares FTSE MIB UCITS ETF (Acc) | 18.23% | 37.80% | 18.15% | 33.34% | -9.13% | 26.71% | -4.02% | 33.22% | -14.32% | 16.72% |
Correlation
The correlation between UIM4.DE and SXRY.DE is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 2010 | 0.83 |
The correlation between UIM4.DE and SXRY.DE has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.
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Return for Risk
UIM4.DE vs. SXRY.DE — Risk / Return Rank
UIM4.DE
SXRY.DE
UIM4.DE vs. SXRY.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 FTSE MIB UCITS ETF (Acc) (SXRY.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 | SXRY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.41 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 3.85 | -1.47 |
| Martin ratioReturn relative to average drawdown | 8.80 | 14.30 | -5.50 |
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Drawdowns
UIM4.DE vs. SXRY.DE - Drawdown Comparison
The maximum UIM4.DE drawdown since its inception was -58.61%, which is greater than SXRY.DE's maximum drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for UIM4.DE and SXRY.DE.
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Drawdown Indicators
| UIM4.DE | SXRY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.61% | -43.59% | -15.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -9.69% | -0.42% |
Max Drawdown (3Y)Largest decline over 3 years | -15.21% | -17.61% | +2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -25.00% | +0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -40.81% | +2.49% |
Current DrawdownCurrent decline from peak | -0.73% | -1.98% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -16.25% | -11.61% | -4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.61% | +0.13% |
Volatility
UIM4.DE vs. SXRY.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis (UIM4.DE) is 3.46%, while iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) has a volatility of 3.90%. This indicates that UIM4.DE experiences smaller price fluctuations and is considered to be less risky than SXRY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIM4.DE | SXRY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 3.90% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.25% | 12.78% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 15.89% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 18.29% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.87% | 19.65% | -2.78% |
UIM4.DE vs. SXRY.DE - Expense Ratio Comparison
UIM4.DE has a 0.12% expense ratio, which is lower than SXRY.DE's 0.33% expense ratio.
Dividends
UIM4.DE vs. SXRY.DE - Dividend Comparison
UIM4.DE's dividend yield for the trailing twelve months is around 2.40%, while SXRY.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXRY.DE iShares FTSE MIB UCITS ETF (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% |
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 SXRY.DE have a correlation of 0.86, 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 0.33% for SXRY.DE.
UIM4.DE tracks MSCI EMU, while SXRY.DE tracks FTSE MIB. They also come from different issuers: UBS and iShares. Their fees differ too: 0.12% for UIM4.DE and 0.33% for SXRY.DE.
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