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UIM5.DE vs. UBUD.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UIM5.DE vs. UBUD.DE

Last updated Jun 5, 2026

UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) and UBUD.DE (UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist) are both exchange-traded funds - UIM5.DE is a Japan Equities fund tracking the MSCI Japan, while UBUD.DE is a Precious Metals fund tracking the Solactive Global Pure Gold Miners. Both are passively managed. Over the past 10 years, UIM5.DE returned 9.20%/yr vs 14.59%/yr for UBUD.DE. At a 0.09 correlation, their price movements are largely independent. UIM5.DE charges 0.12%/yr vs 0.43%/yr for UBUD.DE.

Performance

UIM5.DE vs. UBUD.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) and UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist (UBUD.DE). The values are adjusted to include any dividend payments, if applicable.

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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 UBUD.DE's -6.38% return. Over the past 10 years, UIM5.DE has underperformed UBUD.DE with an annualized return of 9.20%, while UBUD.DE has yielded a comparatively higher 14.59% 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%

UBUD.DE

1D
-0.04%
1M
-9.59%
YTD
-6.38%
6M
0.61%
1Y
48.89%
3Y*
42.44%
5Y*
24.10%
10Y*
14.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UIM5.DE vs. UBUD.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
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%
UBUD.DE
UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist		-6.38%144.52%34.69%6.34%0.11%-8.41%15.71%40.46%-6.02%-3.26%

Correlation

The correlation between UIM5.DE and UBUD.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Jan 25, 2013

0.09

Over the past year, UIM5.DE and UBUD.DE have become more correlated (0.31) than their long-term average of 0.09, meaning their price movements have been converging.

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UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis

UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist

Often compared with UIM5.DE:
UIM5.DE vs. IBC3.DEUIM5.DE vs. VGWD.DEUIM5.DE vs. IQQE.DEUIM5.DE vs. SMLN.DEUIM5.DE vs. JARI.DEUIM5.DE vs. UBU7.DEUIM5.DE vs. XM1D.DE
Often compared with UBUD.DE:
UBUD.DE vs. VVMX.DEUBUD.DE vs. 3GOL.LUBUD.DE vs. ETLX.DEUBUD.DE vs. GDMNUBUD.DE vs. NUKL.DEUBUD.DE vs. SPMOUBUD.DE vs. ARKW

Return for Risk

UIM5.DE vs. UBUD.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UIM5.DE
UIM5.DE Risk / Return Rank: 5454
Overall Rank
UIM5.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
UIM5.DE Sortino Ratio Rank: 5252
Sortino Ratio Rank
UIM5.DE Omega Ratio Rank: 5151
Omega Ratio Rank
UIM5.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
UIM5.DE Martin Ratio Rank: 5757
Martin Ratio Rank
UBUD.DE
UBUD.DE Risk / Return Rank: 3030
Overall Rank
UBUD.DE Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
UBUD.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
UBUD.DE Omega Ratio Rank: 2929
Omega Ratio Rank
UBUD.DE Calmar Ratio Rank: 3434
Calmar Ratio Rank
UBUD.DE Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UIM5.DE vs. UBUD.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) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist (UBUD.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.DEUBUD.DEDifference
Sharpe ratioReturn per unit of total volatility
1.62
1.04

+0.58

Sortino ratioReturn per unit of downside risk
2.46
1.54

+0.92

Omega ratioGain probability vs. loss probability

1.31

1.20

+0.12

Calmar ratioReturn relative to maximum drawdown

3.02

1.65

+1.38

Martin ratioReturn relative to average drawdown

9.82

4.06

+5.76

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UIM5.DE vs. UBUD.DE - Sharpe Ratio Comparison

The current UIM5.DE Sharpe Ratio is 1.62, which is higher than the UBUD.DE Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of UIM5.DE and UBUD.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

UIM5.DEUBUD.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

1.04

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.67

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.41

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.26

+0.02

Drawdowns

UIM5.DE vs. UBUD.DE - Drawdown Comparison

The maximum UIM5.DE drawdown since its inception was -54.88%, smaller than the maximum UBUD.DE drawdown of -57.79%. Use the drawdown chart below to compare losses from any high point for UIM5.DE and UBUD.DE.

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Drawdown Indicators

UIM5.DEUBUD.DEDifference

Max Drawdown

Largest peak-to-trough decline

-54.88%

-57.79%

+2.91%

Max Drawdown (1Y)

Largest decline over 1 year

-10.08%

-28.94%

+18.86%

Max Drawdown (3Y)

Largest decline over 3 years

-16.88%

-28.94%

+12.06%

Max Drawdown (5Y)

Largest decline over 5 years

-19.02%

-38.21%

+19.19%

Max Drawdown (10Y)

Largest decline over 10 years

-28.09%

-50.40%

+22.31%

Current Drawdown

Current decline from peak

-0.44%

-27.15%

+26.71%

Average Drawdown

Average peak-to-trough decline

-14.32%

-28.07%

+13.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

11.75%

-8.64%

Volatility

UIM5.DE vs. UBUD.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) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist (UBUD.DE) has a volatility of 13.71%. This indicates that UIM5.DE experiences smaller price fluctuations and is considered to be less risky than UBUD.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.DEUBUD.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

13.71%

-10.30%

Volatility (6M)

Calculated over the trailing 6-month period

15.06%

35.92%

-20.86%

Volatility (1Y)

Calculated over the trailing 1-year period

18.82%

45.63%

-26.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.64%

35.68%

-19.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.43%

35.58%

-19.15%

UIM5.DE vs. UBUD.DE - Expense Ratio Comparison

UIM5.DE has a 0.12% expense ratio, which is lower than UBUD.DE's 0.43% expense ratio.

Dividends

UIM5.DE vs. UBUD.DE - Dividend Comparison

UIM5.DE's dividend yield for the trailing twelve months is around 1.59%, more than UBUD.DE's 0.59% yield.

PositionTTM20252024202320222021202020192018201720162015
UBUD.DE
UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist		0.59%0.40%0.56%1.74%1.12%1.15%0.44%0.42%0.48%0.46%0.43%1.38%
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 UBUD.DE have a correlation of 0.31, 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 0.43% for UBUD.DE.

UIM5.DE is categorized as Japan Equities, while UBUD.DE is Precious Metals. UIM5.DE tracks MSCI Japan, while UBUD.DE tracks Solactive Global Pure Gold Miners. Their fees differ too: 0.12% for UIM5.DE and 0.43% for UBUD.DE.

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