UIM7.DE vs. JPGL.DE
UIM7.DE (UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis) and JPGL.DE (JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating) are both Global Equities funds - UIM7.DE tracks the MSCI World while JPGL.DE tracks the JP Morgan Diversified Factor Global Developed (Region Aware) Equity. Both are passively managed. Over the past 5 years, UIM7.DE returned 12.03%/yr vs 10.34%/yr for JPGL.DE. Their correlation of 0.87 suggests significant overlap in exposure. UIM7.DE charges 0.30%/yr vs 0.20%/yr for JPGL.DE.
Performance
UIM7.DE vs. JPGL.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIM7.DE achieves a 12.82% return, which is significantly lower than JPGL.DE's 14.78% 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%
JPGL.DE
- 1D
- -0.33%
- 1M
- 1.39%
- 6M
- 11.55%
- YTD
- 14.78%
- 1Y
- 23.15%
- 3Y*
- 14.72%
- 5Y*
- 10.34%
- 10Y*
- —
UIM7.DE vs. JPGL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UIM7.DE UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 12.82% | 7.63% | 25.66% | 19.90% | -13.93% | 32.50% | 5.12% | 8.14% |
JPGL.DE JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating | 14.78% | 5.19% | 16.53% | 9.72% | -4.98% | 33.81% | -3.57% | 6.77% |
Correlation
The correlation between UIM7.DE and JPGL.DE is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2019 | 0.87 |
Over the past year, the correlation between UIM7.DE and JPGL.DE has dropped to 0.67 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
UIM7.DE vs. JPGL.DE — Risk / Return Rank
UIM7.DE
JPGL.DE
UIM7.DE vs. JPGL.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 JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating (JPGL.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 | JPGL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.49 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | 4.84 | -1.19 |
| Martin ratioReturn relative to average drawdown | 14.53 | 19.17 | -4.64 |
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Drawdowns
UIM7.DE vs. JPGL.DE - Drawdown Comparison
The maximum UIM7.DE drawdown since its inception was -61.36%, which is greater than JPGL.DE's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for UIM7.DE and JPGL.DE.
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Drawdown Indicators
| UIM7.DE | JPGL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.36% | -35.54% | -25.82% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -4.76% | -1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -21.66% | -17.34% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -21.66% | -17.34% | -4.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | — | — |
Current DrawdownCurrent decline from peak | -0.08% | -0.51% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -13.66% | -4.73% | -8.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 1.20% | +0.41% |
Volatility
UIM7.DE vs. JPGL.DE - Volatility Comparison
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis (UIM7.DE) has a higher volatility of 2.40% compared to JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating (JPGL.DE) at 1.68%. This indicates that UIM7.DE's price experiences larger fluctuations and is considered to be riskier than JPGL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIM7.DE | JPGL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 1.68% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 5.98% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 8.47% | +2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 11.83% | +2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 14.89% | +0.16% |
UIM7.DE vs. JPGL.DE - Expense Ratio Comparison
UIM7.DE has a 0.30% expense ratio, which is higher than JPGL.DE's 0.20% expense ratio.
Dividends
UIM7.DE vs. JPGL.DE - Dividend Comparison
UIM7.DE's dividend yield for the trailing twelve months is around 0.88%, while JPGL.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGL.DE JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating | 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 JPGL.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPGL.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPGL.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for UIM7.DE.
UIM7.DE tracks MSCI World, while JPGL.DE tracks JP Morgan Diversified Factor Global Developed (Region Aware) Equity. They also come from different issuers: UBS and JPMorgan. Their fees differ too: 0.30% for UIM7.DE and 0.20% for JPGL.DE.
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