UIMA.DE vs. 4UBF.DE
UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) and 4UBF.DE (UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc) are both exchange-traded funds - UIMA.DE is a Europe Equities fund tracking the MSCI Europe, while 4UBF.DE is a European Corporate Bonds fund tracking the Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Both are passively managed. Over the past 5 years, UIMA.DE returned 10.02%/yr vs -0.23%/yr for 4UBF.DE. At a 0.31 correlation, their price movements are largely independent. UIMA.DE charges 0.10%/yr vs 0.13%/yr for 4UBF.DE.
Performance
UIMA.DE vs. 4UBF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMA.DE achieves a 7.64% return, which is significantly higher than 4UBF.DE's 0.73% return.
UIMA.DE
- 1D
- 0.62%
- 1M
- 1.25%
- YTD
- 7.64%
- 6M
- 10.05%
- 1Y
- 16.12%
- 3Y*
- 13.82%
- 5Y*
- 10.02%
- 10Y*
- 9.17%
4UBF.DE
- 1D
- 0.12%
- 1M
- 0.33%
- YTD
- 0.73%
- 6M
- 0.23%
- 1Y
- 2.32%
- 3Y*
- 4.95%
- 5Y*
- -0.23%
- 10Y*
- —
UIMA.DE vs. 4UBF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 7.64% | 20.65% | 8.36% | 15.54% | -9.27% | 12.70% |
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | 0.73% | 3.23% | 4.51% | 8.22% | -15.67% | -0.28% |
Correlation
The correlation between UIMA.DE and 4UBF.DE is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2021 | 0.31 |
Over the past year, UIMA.DE and 4UBF.DE have become more correlated (0.53) than their long-term average of 0.31, meaning their price movements have been converging.
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Return for Risk
UIMA.DE vs. 4UBF.DE — Risk / Return Rank
UIMA.DE
4UBF.DE
UIMA.DE vs. 4UBF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) and UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.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.
| UIMA.DE | 4UBF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.75 | ||
| Sortino ratioReturn per unit of downside risk | +1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.10 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 0.69 | +1.05 |
| Martin ratioReturn relative to average drawdown | 6.51 | 2.30 | +4.21 |
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
| UIMA.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.55 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | -0.04 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | -0.04 | +0.53 |
Drawdowns
UIMA.DE vs. 4UBF.DE - Drawdown Comparison
The maximum UIMA.DE drawdown since its inception was -35.78%, which is greater than 4UBF.DE's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for UIMA.DE and 4UBF.DE.
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Drawdown Indicators
| UIMA.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -19.99% | -15.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -2.88% | -6.54% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -2.88% | -13.37% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -19.99% | +0.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | — | — |
Current DrawdownCurrent decline from peak | -1.50% | -2.81% | +1.31% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -8.54% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.87% | +1.66% |
Volatility
UIMA.DE vs. 4UBF.DE - Volatility Comparison
UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) has a higher volatility of 4.30% compared to UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) at 1.25%. This indicates that UIMA.DE's price experiences larger fluctuations and is considered to be riskier than 4UBF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMA.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 1.25% | +3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 3.11% | +7.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 3.67% | +9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 5.08% | +9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 5.02% | +10.55% |
UIMA.DE vs. 4UBF.DE - Expense Ratio Comparison
UIMA.DE has a 0.10% expense ratio, which is lower than 4UBF.DE's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UIMA.DE vs. 4UBF.DE - Dividend Comparison
UIMA.DE's dividend yield for the trailing twelve months is around 3.16%, while 4UBF.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) 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% |
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 3.16% | 2.48% | 2.67% | 2.74% | 2.91% | 2.02% | 2.06% | 2.87% | 3.38% | 2.91% | 3.95% | 3.24% |
Frequently Asked Questions
UIMA.DE and 4UBF.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMA.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMA.DE is cheaper with a 0.10% expense ratio, compared with 0.13% for 4UBF.DE.
UIMA.DE is categorized as Europe Equities, while 4UBF.DE is European Corporate Bonds. UIMA.DE tracks MSCI Europe, while 4UBF.DE tracks Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Their fees differ too: 0.10% for UIMA.DE and 0.13% for 4UBF.DE.
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