UIM5.DE vs. LYY4.DE
UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) and LYY4.DE (Amundi Japan TOPIX II UCITS ETF EUR Dist) are both Japan Equities funds - UIM5.DE tracks the MSCI Japan while LYY4.DE tracks the TOPIX®. Both are passively managed. Over the past 10 years, UIM5.DE returned 9.20%/yr vs 8.60%/yr for LYY4.DE. Their correlation of 0.90 suggests significant overlap in exposure. UIM5.DE charges 0.12%/yr vs 0.45%/yr for LYY4.DE.
Performance
UIM5.DE vs. LYY4.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 higher than LYY4.DE's 15.21% return. Over the past 10 years, UIM5.DE has outperformed LYY4.DE with an annualized return of 9.20%, while LYY4.DE has yielded a comparatively lower 8.60% annualized 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%
LYY4.DE
- 1D
- -0.17%
- 1M
- 5.36%
- YTD
- 15.21%
- 6M
- 15.57%
- 1Y
- 28.20%
- 3Y*
- 14.84%
- 5Y*
- 9.48%
- 10Y*
- 8.60%
UIM5.DE vs. LYY4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -9.99% | 9.08% |
LYY4.DE Amundi Japan TOPIX II UCITS ETF EUR Dist | 15.21% | 13.10% | 12.42% | 14.70% | -10.26% | 8.20% | 3.15% | 20.97% | -11.07% | 10.82% |
Correlation
The correlation between UIM5.DE and LYY4.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2006 | 0.90 |
The correlation between UIM5.DE and LYY4.DE has been stable across timeframes, ranging from 0.90 to 0.99 - a consistent structural relationship.
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Return for Risk
UIM5.DE vs. LYY4.DE — Risk / Return Rank
UIM5.DE
LYY4.DE
UIM5.DE vs. LYY4.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 Amundi Japan TOPIX II UCITS ETF EUR Dist (LYY4.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 | LYY4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 2.95 | +0.08 |
| Martin ratioReturn relative to average drawdown | 9.82 | 9.67 | +0.15 |
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 | LYY4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.59 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.59 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.53 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.25 | +0.03 |
Drawdowns
UIM5.DE vs. LYY4.DE - Drawdown Comparison
The maximum UIM5.DE drawdown since its inception was -54.88%, roughly equal to the maximum LYY4.DE drawdown of -54.07%. Use the drawdown chart below to compare losses from any high point for UIM5.DE and LYY4.DE.
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Drawdown Indicators
| UIM5.DE | LYY4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.88% | -54.07% | -0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -9.61% | -0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -15.82% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -19.34% | +0.32% |
Max Drawdown (10Y)Largest decline over 10 years | -28.09% | -28.62% | +0.53% |
Current DrawdownCurrent decline from peak | -0.44% | -0.17% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -14.32% | -14.30% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 2.93% | +0.18% |
Volatility
UIM5.DE vs. LYY4.DE - Volatility Comparison
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) has a higher volatility of 3.41% compared to Amundi Japan TOPIX II UCITS ETF EUR Dist (LYY4.DE) at 3.04%. This indicates that UIM5.DE's price experiences larger fluctuations and is considered to be riskier than LYY4.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 | LYY4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.04% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 15.06% | 14.29% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 17.82% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 16.25% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 16.33% | +0.10% |
UIM5.DE vs. LYY4.DE - Expense Ratio Comparison
UIM5.DE has a 0.12% expense ratio, which is lower than LYY4.DE's 0.45% expense ratio.
Dividends
UIM5.DE vs. LYY4.DE - Dividend Comparison
UIM5.DE's dividend yield for the trailing twelve months is around 1.59%, more than LYY4.DE's 0.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYY4.DE Amundi Japan TOPIX II UCITS ETF EUR Dist | 0.62% | 0.71% | 0.74% | 1.24% | 1.88% | 1.34% | 1.14% | 1.94% | 1.86% | 1.44% | 1.98% | 1.80% |
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
With a correlation of 0.98, UIM5.DE and LYY4.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.45% for LYY4.DE.
UIM5.DE tracks MSCI Japan, while LYY4.DE tracks TOPIX®. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.12% for UIM5.DE and 0.45% for LYY4.DE.
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