UIM4.DE vs. UBU7.DE
UIM4.DE (UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UIM4.DE is a Europe Equities fund tracking the MSCI EMU, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UIM4.DE returned 10.00%/yr vs 12.53%/yr for UBU7.DE. A 0.74 correlation means they provide meaningful diversification when combined. UIM4.DE charges 0.12%/yr vs 0.10%/yr for UBU7.DE.
Performance
UIM4.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIM4.DE achieves a 8.95% return, which is significantly lower than UBU7.DE's 10.81% return. Over the past 10 years, UIM4.DE has underperformed UBU7.DE with an annualized return of 10.00%, while UBU7.DE has yielded a comparatively higher 12.53% annualized return.
UIM4.DE
- 1D
- 0.60%
- 1M
- 2.13%
- YTD
- 8.95%
- 6M
- 10.66%
- 1Y
- 17.91%
- 3Y*
- 16.13%
- 5Y*
- 10.60%
- 10Y*
- 10.00%
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UIM4.DE vs. UBU7.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 | 8.95% | 24.73% | 9.53% | 18.91% | -11.89% | 21.97% | -0.72% | 27.27% | -12.97% | 13.08% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UIM4.DE and UBU7.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2012 | 0.74 |
The correlation between UIM4.DE and UBU7.DE has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
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Return for Risk
UIM4.DE vs. UBU7.DE — Risk / Return Rank
UIM4.DE
UBU7.DE
UIM4.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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.
| UIM4.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.40 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 3.58 | -1.79 |
| Martin ratioReturn relative to average drawdown | 6.46 | 14.23 | -7.77 |
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
| UIM4.DE | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 2.14 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.89 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.82 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.82 | -0.38 |
Drawdowns
UIM4.DE vs. UBU7.DE - Drawdown Comparison
The maximum UIM4.DE drawdown since its inception was -57.87%, which is greater than UBU7.DE's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UIM4.DE and UBU7.DE.
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Drawdown Indicators
| UIM4.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.87% | -33.84% | -24.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -6.61% | -3.50% |
Max Drawdown (3Y)Largest decline over 3 years | -15.21% | -21.69% | +6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -21.69% | -2.85% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -33.84% | -4.48% |
Current DrawdownCurrent decline from peak | -0.54% | -0.31% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -4.24% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 1.66% | +1.13% |
Volatility
UIM4.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis (UIM4.DE) has a higher volatility of 4.77% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UIM4.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 2.57% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 7.61% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.61% | 11.04% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 14.11% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.33% | 15.11% | +2.22% |
UIM4.DE vs. UBU7.DE - Expense Ratio Comparison
UIM4.DE has a 0.12% expense ratio, which is higher than UBU7.DE's 0.10% 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
UIM4.DE vs. UBU7.DE - Dividend Comparison
UIM4.DE's dividend yield for the trailing twelve months is around 2.46%, more than UBU7.DE's 1.13% 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 | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
UIM4.DE UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis | 2.46% | 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 UBU7.DE have a correlation of 0.77, 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 UIM4.DE.
UIM4.DE is categorized as Europe Equities, while UBU7.DE is Global Equities. UIM4.DE tracks MSCI EMU, while UBU7.DE tracks MSCI World. Their fees differ too: 0.12% for UIM4.DE and 0.10% for UBU7.DE.
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