UIM7.DE vs. 4UBQ.DE
UIM7.DE (UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - UIM7.DE is a Global Equities fund tracking the MSCI World, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, UIM7.DE returned 12.03%/yr vs 14.28%/yr for 4UBQ.DE. Their correlation of 0.92 suggests significant overlap in exposure. UIM7.DE charges 0.30%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
UIM7.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UIM7.DE having a 12.82% return and 4UBQ.DE slightly lower at 12.61%.
UIM7.DE
- 1D
- 0.19%
- 1M
- 1.64%
- 6M
- 11.29%
- YTD
- 12.82%
- 1Y
- 23.53%
- 3Y*
- 17.89%
- 5Y*
- 12.03%
- 10Y*
- 12.31%
4UBQ.DE
- 1D
- 0.00%
- 1M
- 0.40%
- 6M
- 11.61%
- YTD
- 12.61%
- 1Y
- 25.40%
- 3Y*
- 18.93%
- 5Y*
- 14.28%
- 10Y*
- —
UIM7.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UIM7.DE UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 12.82% | 7.63% | 25.66% | 19.90% | -13.93% | 32.50% | 11.22% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 12.61% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 7.99% |
Correlation
The correlation between UIM7.DE and 4UBQ.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2020 | 0.92 |
The correlation between UIM7.DE and 4UBQ.DE has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
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Return for Risk
UIM7.DE vs. 4UBQ.DE — Risk / Return Rank
UIM7.DE
4UBQ.DE
UIM7.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis (UIM7.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UIM7.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | 3.68 | -0.03 |
| Martin ratioReturn relative to average drawdown | 14.53 | 14.09 | +0.44 |
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Drawdowns
UIM7.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum UIM7.DE drawdown since its inception was -61.36%, which is greater than 4UBQ.DE's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for UIM7.DE and 4UBQ.DE.
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Drawdown Indicators
| UIM7.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.36% | -23.35% | -38.01% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -6.93% | +0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -21.66% | -23.35% | +1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -21.66% | -23.35% | +1.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | — | — |
Current DrawdownCurrent decline from peak | -0.08% | -0.53% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -13.66% | -3.93% | -9.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 1.81% | -0.20% |
Volatility
UIM7.DE vs. 4UBQ.DE - Volatility Comparison
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis (UIM7.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) have volatilities of 2.40% and 2.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIM7.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 2.42% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 8.06% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 11.88% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 15.32% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 15.43% | -0.38% |
UIM7.DE vs. 4UBQ.DE - Expense Ratio Comparison
UIM7.DE has a 0.30% expense ratio, which is higher than 4UBQ.DE's 0.10% expense ratio.
Dividends
UIM7.DE vs. 4UBQ.DE - Dividend Comparison
UIM7.DE's dividend yield for the trailing twelve months is around 0.88%, while 4UBQ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UIM7.DE UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.88% | 1.04% | 1.06% | 1.29% | 1.47% | 0.98% | 1.31% | 1.56% | 1.69% | 1.72% | 1.83% | 1.89% |
Frequently Asked Questions
With a correlation of 0.92, UIM7.DE and 4UBQ.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, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.30% for UIM7.DE.
UIM7.DE is categorized as Global Equities, while 4UBQ.DE is S&P 500. UIM7.DE tracks MSCI World, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.30% for UIM7.DE and 0.10% for 4UBQ.DE.
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