UIM5.DE vs. VGWD.DE
UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) and VGWD.DE (Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing) are both exchange-traded funds - UIM5.DE is a Japan Equities fund tracking the MSCI Japan, while VGWD.DE is a Global Equities fund tracking the FTSE All-World High Dividend Yield index. Both are passively managed. Over the past 5 years, UIM5.DE returned 10.07%/yr vs 11.49%/yr for VGWD.DE. A 0.70 correlation means they provide meaningful diversification when combined. UIM5.DE charges 0.12%/yr vs 0.29%/yr for VGWD.DE.
Performance
UIM5.DE vs. VGWD.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 VGWD.DE's 12.49% 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%
VGWD.DE
- 1D
- 0.19%
- 1M
- 3.35%
- YTD
- 12.49%
- 6M
- 14.15%
- 1Y
- 25.00%
- 3Y*
- 15.87%
- 5Y*
- 11.49%
- 10Y*
- —
UIM5.DE vs. VGWD.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% | 1.79% |
VGWD.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing | 12.49% | 13.16% | 15.75% | 7.29% | 0.08% | 27.90% | -9.60% | 25.03% | -8.03% | 1.24% |
Correlation
The correlation between UIM5.DE and VGWD.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2017 | 0.70 |
The correlation between UIM5.DE and VGWD.DE has been stable across timeframes, ranging from 0.65 to 0.70 - a consistent structural relationship.
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Return for Risk
UIM5.DE vs. VGWD.DE — Risk / Return Rank
UIM5.DE
VGWD.DE
UIM5.DE vs. VGWD.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 Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VGWD.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 | VGWD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.50 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 4.28 | -1.26 |
| Martin ratioReturn relative to average drawdown | 9.82 | 16.37 | -6.55 |
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 | VGWD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.70 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.99 | -0.39 |
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 | 0.64 | -0.36 |
Drawdowns
UIM5.DE vs. VGWD.DE - Drawdown Comparison
The maximum UIM5.DE drawdown since its inception was -54.88%, which is greater than VGWD.DE's maximum drawdown of -34.57%. Use the drawdown chart below to compare losses from any high point for UIM5.DE and VGWD.DE.
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Drawdown Indicators
| UIM5.DE | VGWD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.88% | -34.57% | -20.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -5.82% | -4.26% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -16.86% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -16.86% | -2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -28.09% | — | — |
Current DrawdownCurrent decline from peak | -0.44% | -0.32% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -14.32% | -4.05% | -10.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 1.52% | +1.59% |
Volatility
UIM5.DE vs. VGWD.DE - Volatility Comparison
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) has a higher volatility of 3.41% compared to Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VGWD.DE) at 2.33%. This indicates that UIM5.DE's price experiences larger fluctuations and is considered to be riskier than VGWD.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 | VGWD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.33% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 15.06% | 6.95% | +8.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 9.21% | +9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 11.52% | +5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 14.23% | +2.20% |
UIM5.DE vs. VGWD.DE - Expense Ratio Comparison
UIM5.DE has a 0.12% expense ratio, which is lower than VGWD.DE's 0.29% expense ratio.
Dividends
UIM5.DE vs. VGWD.DE - Dividend Comparison
UIM5.DE's dividend yield for the trailing twelve months is around 1.59%, less than VGWD.DE's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VGWD.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing | 2.49% | 2.84% | 3.05% | 3.39% | 3.78% | 3.03% | 3.08% | 3.21% | 3.70% | 0.58% | 0.00% | 0.00% |
Frequently Asked Questions
UIM5.DE and VGWD.DE have a correlation of 0.68, 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 0.29% for VGWD.DE.
UIM5.DE is categorized as Japan Equities, while VGWD.DE is Global Equities. UIM5.DE tracks MSCI Japan, while VGWD.DE tracks FTSE All-World High Dividend Yield index. They also come from different issuers: UBS and Vanguard. Their fees differ too: 0.12% for UIM5.DE and 0.29% for VGWD.DE.
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