UIM5.DE vs. AW1C.DE
UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) and AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) are both exchange-traded funds - UIM5.DE is a Japan Equities fund tracking the MSCI Japan, while AW1C.DE is a S&P 500 fund tracking the S&P 500® ESG Elite. Both are passively managed. Over the past 5 years, UIM5.DE returned 10.07%/yr vs 15.78%/yr for AW1C.DE. A 0.55 correlation means they provide meaningful diversification when combined. UIM5.DE charges 0.12%/yr vs 0.15%/yr for AW1C.DE.
Performance
UIM5.DE vs. AW1C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIM5.DE achieves a 16.79% return, which is significantly lower than AW1C.DE's 21.11% return.
UIM5.DE
- 1D
- -0.44%
- 1M
- 5.95%
- YTD
- 16.79%
- 6M
- 16.65%
- 1Y
- 30.63%
- 3Y*
- 15.54%
- 5Y*
- 10.07%
- 10Y*
- 9.20%
AW1C.DE
- 1D
- -0.12%
- 1M
- 11.53%
- YTD
- 21.11%
- 6M
- 23.44%
- 1Y
- 39.49%
- 3Y*
- 21.18%
- 5Y*
- 15.78%
- 10Y*
- —
UIM5.DE vs. AW1C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 16.79% | 12.70% | 13.66% | 16.46% | -12.43% | 4.58% |
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 21.11% | 6.94% | 24.89% | 24.93% | -14.50% | 30.17% |
Correlation
The correlation between UIM5.DE and AW1C.DE is 0.50, 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 | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.55 |
The correlation between UIM5.DE and AW1C.DE has been stable across timeframes, ranging from 0.50 to 0.55 - a consistent structural relationship.
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Return for Risk
UIM5.DE vs. AW1C.DE — Risk / Return Rank
UIM5.DE
AW1C.DE
UIM5.DE vs. AW1C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) and UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.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.
| UIM5.DE | AW1C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.48 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 2.33 | +0.69 |
| Martin ratioReturn relative to average drawdown | 9.82 | 4.43 | +5.39 |
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
| UIM5.DE | AW1C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.56 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.85 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.92 | -0.64 |
Drawdowns
UIM5.DE vs. AW1C.DE - Drawdown Comparison
The maximum UIM5.DE drawdown since its inception was -54.88%, which is greater than AW1C.DE's maximum drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for UIM5.DE and AW1C.DE.
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Drawdown Indicators
| UIM5.DE | AW1C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.88% | -22.40% | -32.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -16.86% | +6.78% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -22.40% | +5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -22.40% | +3.38% |
Max Drawdown (10Y)Largest decline over 10 years | -28.09% | — | — |
Current DrawdownCurrent decline from peak | -0.44% | -0.12% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -14.32% | -5.82% | -8.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 8.90% | -5.79% |
Volatility
UIM5.DE vs. AW1C.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) is 3.41%, while UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) has a volatility of 3.81%. This indicates that UIM5.DE experiences smaller price fluctuations and is considered to be less risky than AW1C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIM5.DE | AW1C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.81% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 15.06% | 9.14% | +5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 25.24% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 18.35% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 18.11% | -1.68% |
UIM5.DE vs. AW1C.DE - Expense Ratio Comparison
UIM5.DE has a 0.12% expense ratio, which is lower than AW1C.DE's 0.15% 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
UIM5.DE vs. AW1C.DE - Dividend Comparison
UIM5.DE's dividend yield for the trailing twelve months is around 1.59%, while AW1C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-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% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 1.59% | 1.71% | 1.67% | 1.80% | 2.11% | 1.52% | 1.66% | 1.65% | 1.58% | 1.32% | 1.54% | 1.20% |
Frequently Asked Questions
UIM5.DE and AW1C.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIM5.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIM5.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for AW1C.DE.
UIM5.DE is categorized as Japan Equities, while AW1C.DE is S&P 500. UIM5.DE tracks MSCI Japan, while AW1C.DE tracks S&P 500® ESG Elite. Their fees differ too: 0.12% for UIM5.DE and 0.15% for AW1C.DE.
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