UIM4.DE vs. VTI
Compare and contrast key facts about UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis (UIM4.DE) and Vanguard Total Stock Market ETF (VTI).
UIM4.DE and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIM4.DE is a passively managed fund by UBS that tracks the performance of the MSCI EMU. It was launched on Sep 19, 2002. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both UIM4.DE and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UIM4.DE or VTI.
Correlation
The correlation between UIM4.DE and VTI is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UIM4.DE vs. VTI - Performance Comparison
Key characteristics
UIM4.DE:
1.40
VTI:
1.78
UIM4.DE:
1.97
VTI:
2.41
UIM4.DE:
1.24
VTI:
1.33
UIM4.DE:
1.83
VTI:
2.68
UIM4.DE:
5.75
VTI:
10.68
UIM4.DE:
2.97%
VTI:
2.15%
UIM4.DE:
12.18%
VTI:
12.90%
UIM4.DE:
-57.87%
VTI:
-55.45%
UIM4.DE:
0.00%
VTI:
0.00%
Returns By Period
In the year-to-date period, UIM4.DE achieves a 9.66% return, which is significantly higher than VTI's 4.59% return. Over the past 10 years, UIM4.DE has underperformed VTI with an annualized return of 6.94%, while VTI has yielded a comparatively higher 12.70% annualized return.
UIM4.DE
9.66%
4.29%
10.30%
15.90%
8.29%
6.94%
VTI
4.59%
2.34%
10.34%
24.42%
14.06%
12.70%
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UIM4.DE vs. VTI - Expense Ratio Comparison
UIM4.DE has a 0.12% expense ratio, which is higher than VTI's 0.03% 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%.
Risk-Adjusted Performance
UIM4.DE vs. VTI — Risk-Adjusted Performance Rank
UIM4.DE
VTI
UIM4.DE vs. VTI - Risk-Adjusted Performance 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 Vanguard Total Stock Market ETF (VTI). 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.
Dividends
UIM4.DE vs. VTI - Dividend Comparison
UIM4.DE's dividend yield for the trailing twelve months is around 2.71%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UIM4.DE UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis | 2.71% | 2.71% | 2.69% | 2.84% | 1.83% | 1.58% | 2.66% | 3.26% | 2.51% | 2.57% | 2.99% | 3.23% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
UIM4.DE vs. VTI - Drawdown Comparison
The maximum UIM4.DE drawdown since its inception was -57.87%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for UIM4.DE and VTI. For additional features, visit the drawdowns tool.
Volatility
UIM4.DE vs. VTI - Volatility Comparison
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis (UIM4.DE) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.10% and 3.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.