UIMA.DE vs. 4UBQ.DE
UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - UIMA.DE is a Europe Equities fund tracking the MSCI Europe, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, UIMA.DE returned 10.02%/yr vs 15.51%/yr for 4UBQ.DE. A 0.66 correlation means they provide meaningful diversification when combined. Both charge a 0.10% expense ratio.
Performance
UIMA.DE vs. 4UBQ.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 lower than 4UBQ.DE's 11.15% 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%
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
UIMA.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 7.64% | 20.65% | 8.36% | 15.54% | -9.27% | 24.93% | 9.55% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
Correlation
The correlation between UIMA.DE and 4UBQ.DE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.66 |
The correlation between UIMA.DE and 4UBQ.DE shifts across timeframes, from 0.56 (3 years) to 0.66 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMA.DE vs. 4UBQ.DE — Risk / Return Rank
UIMA.DE
4UBQ.DE
UIMA.DE vs. 4UBQ.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 (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.
| UIMA.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.46 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 4.10 | -2.36 |
| Martin ratioReturn relative to average drawdown | 6.51 | 15.73 | -9.22 |
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 | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 2.47 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 1.00 | -0.31 |
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 | 1.11 | -0.62 |
Drawdowns
UIMA.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum UIMA.DE drawdown since its inception was -35.78%, 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 UIMA.DE and 4UBQ.DE.
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Drawdown Indicators
| UIMA.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -23.35% | -12.43% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -6.93% | -2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -23.35% | +7.10% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -23.35% | +3.93% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | — | — |
Current DrawdownCurrent decline from peak | -1.50% | 0.00% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -4.02% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.81% | +0.72% |
Volatility
UIMA.DE vs. 4UBQ.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 (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that UIMA.DE's price experiences larger fluctuations and is considered to be riskier than 4UBQ.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 | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 2.81% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 7.61% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 11.53% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 15.27% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 15.39% | +0.18% |
UIMA.DE vs. 4UBQ.DE - Expense Ratio Comparison
Both UIMA.DE and 4UBQ.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
UIMA.DE vs. 4UBQ.DE - Dividend Comparison
UIMA.DE's dividend yield for the trailing twelve months is around 3.16%, 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% |
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 4UBQ.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
UIMA.DE and 4UBQ.DE have the same expense ratio: 0.10% per year.
UIMA.DE is categorized as Europe Equities, while 4UBQ.DE is S&P 500. UIMA.DE tracks MSCI Europe, while 4UBQ.DE tracks S&P 500 ESG.
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