UIM5.DE vs. UBU7.DE
UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UIM5.DE is a Japan Equities fund tracking the MSCI Japan, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UIM5.DE returned 9.20%/yr vs 12.53%/yr for UBU7.DE. A 0.72 correlation means they provide meaningful diversification when combined. UIM5.DE charges 0.12%/yr vs 0.10%/yr for UBU7.DE.
Performance
UIM5.DE vs. UBU7.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 UBU7.DE's 10.81% return. Over the past 10 years, UIM5.DE has underperformed UBU7.DE with an annualized return of 9.20%, while UBU7.DE has yielded a comparatively higher 12.53% 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%
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UIM5.DE vs. UBU7.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% |
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 UIM5.DE and UBU7.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since May 31, 2012 | 0.72 |
The correlation between UIM5.DE and UBU7.DE has been stable across timeframes, ranging from 0.63 to 0.72 - a consistent structural relationship.
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Return for Risk
UIM5.DE vs. UBU7.DE — Risk / Return Rank
UIM5.DE
UBU7.DE
UIM5.DE vs. UBU7.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) 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.
| UIM5.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.40 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 3.58 | -0.55 |
| Martin ratioReturn relative to average drawdown | 9.82 | 14.23 | -4.42 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.14 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.89 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.82 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.82 | -0.55 |
Drawdowns
UIM5.DE vs. UBU7.DE - Drawdown Comparison
The maximum UIM5.DE drawdown since its inception was -54.88%, 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 UIM5.DE and UBU7.DE.
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Drawdown Indicators
| UIM5.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.88% | -33.84% | -21.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -6.61% | -3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -21.69% | +4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -21.69% | +2.67% |
Max Drawdown (10Y)Largest decline over 10 years | -28.09% | -33.84% | +5.75% |
Current DrawdownCurrent decline from peak | -0.44% | -0.31% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -14.32% | -4.24% | -10.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 1.66% | +1.45% |
Volatility
UIM5.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) has a higher volatility of 3.41% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UIM5.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
| UIM5.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.57% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 15.06% | 7.61% | +7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 11.04% | +7.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 14.11% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 15.11% | +1.32% |
UIM5.DE vs. UBU7.DE - Expense Ratio Comparison
UIM5.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
UIM5.DE vs. UBU7.DE - Dividend Comparison
UIM5.DE's dividend yield for the trailing twelve months is around 1.59%, 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% |
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 UBU7.DE have a correlation of 0.63, 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 UIM5.DE.
UIM5.DE is categorized as Japan Equities, while UBU7.DE is Global Equities. UIM5.DE tracks MSCI Japan, while UBU7.DE tracks MSCI World. Their fees differ too: 0.12% for UIM5.DE and 0.10% for UBU7.DE.
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