PortfoliosLab logoPortfoliosLab logo
UIM7.DE vs. CSY9.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UIM7.DE vs. CSY9.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis (UIM7.DE) and CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, UIM7.DE achieves a 12.82% return, which is significantly higher than CSY9.DE's 6.71% return.


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%

CSY9.DE

1D
0.00%
1M
2.67%
6M
5.96%
YTD
6.71%
1Y
9.84%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UIM7.DE vs. CSY9.DE - Yearly Performance Comparison


Correlation

The correlation between UIM7.DE and CSY9.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.49

Correlation (All Time)
Calculated using the full available price history since Aug 26, 2024

0.61

The correlation between UIM7.DE and CSY9.DE shifts across timeframes, from 0.49 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

UIM7.DE vs. CSY9.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UIM7.DE
UIM7.DE Risk / Return Rank: 8383
Overall Rank
UIM7.DE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
UIM7.DE Sortino Ratio Rank: 8181
Sortino Ratio Rank
UIM7.DE Omega Ratio Rank: 8181
Omega Ratio Rank
UIM7.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
UIM7.DE Martin Ratio Rank: 8787
Martin Ratio Rank

CSY9.DE
CSY9.DE Risk / Return Rank: 4343
Overall Rank
CSY9.DE Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
CSY9.DE Sortino Ratio Rank: 3838
Sortino Ratio Rank
CSY9.DE Omega Ratio Rank: 3838
Omega Ratio Rank
CSY9.DE Calmar Ratio Rank: 5454
Calmar Ratio Rank
CSY9.DE Martin Ratio Rank: 4646
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.

UIM7.DE vs. CSY9.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 CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.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.DECSY9.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.87

Sortino ratioReturn per unit of downside risk

+1.18

Omega ratioGain probability vs. loss probability

1.39

1.21

+0.17

Calmar ratioReturn relative to maximum drawdown

3.65

2.21

+1.44

Martin ratioReturn relative to average drawdown

14.53

6.28

+8.26

UIM7.DE vs. CSY9.DE - Sharpe Ratio Comparison

The current UIM7.DE Sharpe Ratio is 2.08, which is higher than the CSY9.DE Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of UIM7.DE and CSY9.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.


Loading charts...

Drawdowns

UIM7.DE vs. CSY9.DE - Drawdown Comparison

The maximum UIM7.DE drawdown since its inception was -61.36%, which is greater than CSY9.DE's maximum drawdown of -13.92%. Use the drawdown chart below to compare losses from any high point for UIM7.DE and CSY9.DE.


Loading charts...

Drawdown Indicators


UIM7.DECSY9.DEDifference

Max Drawdown

Largest peak-to-trough decline

-61.36%

-13.92%

-47.44%

Max Drawdown (1Y)

Largest decline over 1 year

-6.42%

-4.48%

-1.94%

Max Drawdown (3Y)

Largest decline over 3 years

-21.66%

Max Drawdown (5Y)

Largest decline over 5 years

-21.66%

Max Drawdown (10Y)

Largest decline over 10 years

-33.83%

Current Drawdown

Current decline from peak

-0.08%

-0.83%

+0.75%

Average Drawdown

Average peak-to-trough decline

-13.66%

-4.63%

-9.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.61%

1.57%

+0.04%

Volatility

UIM7.DE vs. CSY9.DE - Volatility Comparison

UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis (UIM7.DE) has a higher volatility of 2.40% compared to CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) at 2.21%. This indicates that UIM7.DE's price experiences larger fluctuations and is considered to be riskier than CSY9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


UIM7.DECSY9.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.40%

2.21%

+0.19%

Volatility (6M)

Calculated over the trailing 6-month period

7.89%

5.66%

+2.23%

Volatility (1Y)

Calculated over the trailing 1-year period

11.25%

8.17%

+3.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.11%

10.87%

+3.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.05%

10.87%

+4.18%

UIM7.DE vs. CSY9.DE - Expense Ratio Comparison

UIM7.DE has a 0.30% expense ratio, which is higher than CSY9.DE's 0.25% expense ratio.


Dividends

UIM7.DE vs. CSY9.DE - Dividend Comparison

UIM7.DE's dividend yield for the trailing twelve months is around 0.88%, while CSY9.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CSY9.DE
CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD
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


UIM7.DE and CSY9.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CSY9.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CSY9.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for UIM7.DE.

UIM7.DE tracks MSCI World, while CSY9.DE tracks MSCI World ESG Leaders Minimum Volatility. They also come from different issuers: UBS and Credit Suisse. Their fees differ too: 0.30% for UIM7.DE and 0.25% for CSY9.DE.

Portfolio Optimizer

Find the right allocation for UIM7.DE and CSY9.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer