UIM5.DE vs. IBC3.DE
UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) and IBC3.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF) are both exchange-traded funds - UIM5.DE is a Japan Equities fund tracking the MSCI Japan, while IBC3.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI). Both are passively managed. Over the past 5 years, UIM5.DE returned 10.07%/yr vs 8.85%/yr for IBC3.DE. A 0.57 correlation means they provide meaningful diversification when combined. UIM5.DE charges 0.12%/yr vs 0.18%/yr for IBC3.DE.
Performance
UIM5.DE vs. IBC3.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 IBC3.DE's 25.91% 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%
IBC3.DE
- 1D
- -1.44%
- 1M
- 5.28%
- YTD
- 25.91%
- 6M
- 27.63%
- 1Y
- 47.26%
- 3Y*
- 20.30%
- 5Y*
- 8.85%
- 10Y*
- —
UIM5.DE vs. IBC3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 16.79% | 12.70% | 13.66% | 16.46% | -12.43% | 10.03% | 5.15% | 22.27% | -7.49% |
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 25.91% | 17.59% | 14.06% | 7.48% | -13.80% | 7.38% | 7.44% | 21.30% | -9.19% |
Correlation
The correlation between UIM5.DE and IBC3.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Apr 9, 2018 | 0.57 |
The correlation between UIM5.DE and IBC3.DE has been stable across timeframes, ranging from 0.51 to 0.57 - a consistent structural relationship.
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Return for Risk
UIM5.DE vs. IBC3.DE — Risk / Return Rank
UIM5.DE
IBC3.DE
UIM5.DE vs. IBC3.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 iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.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 | IBC3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.49 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 4.51 | -1.49 |
| Martin ratioReturn relative to average drawdown | 9.82 | 16.28 | -6.47 |
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 | IBC3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.71 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.54 | +0.06 |
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 | 0.47 | -0.19 |
Drawdowns
UIM5.DE vs. IBC3.DE - Drawdown Comparison
The maximum UIM5.DE drawdown since its inception was -54.88%, which is greater than IBC3.DE's maximum drawdown of -31.89%. Use the drawdown chart below to compare losses from any high point for UIM5.DE and IBC3.DE.
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Drawdown Indicators
| UIM5.DE | IBC3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.88% | -31.89% | -22.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -10.42% | +0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -19.08% | +2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -21.95% | +2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -28.09% | — | — |
Current DrawdownCurrent decline from peak | -0.44% | -2.52% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -14.32% | -7.84% | -6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 2.89% | +0.22% |
Volatility
UIM5.DE vs. IBC3.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) is 3.41%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) has a volatility of 7.06%. This indicates that UIM5.DE experiences smaller price fluctuations and is considered to be less risky than IBC3.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 | IBC3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 7.06% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 15.06% | 14.60% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 17.37% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 16.23% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 18.42% | -1.99% |
UIM5.DE vs. IBC3.DE - Expense Ratio Comparison
UIM5.DE has a 0.12% expense ratio, which is lower than IBC3.DE's 0.18% 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. IBC3.DE - Dividend Comparison
UIM5.DE's dividend yield for the trailing twelve months is around 1.59%, less than IBC3.DE's 1.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 1.88% | 2.26% | 2.44% | 2.69% | 3.36% | 2.18% | 2.09% | 2.56% | 2.08% | 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 IBC3.DE have a correlation of 0.55, 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 0.18% for IBC3.DE.
UIM5.DE is categorized as Japan Equities, while IBC3.DE is Emerging Markets Equities. UIM5.DE tracks MSCI Japan, while IBC3.DE tracks MSCI Emerging Markets Investable Market (IMI). They also come from different issuers: UBS and iShares. Their fees differ too: 0.12% for UIM5.DE and 0.18% for IBC3.DE.
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