UIMA.DE vs. EXXX.DE
UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) and EXXX.DE (iShares ATX UCITS ETF (DE)) are both Europe Equities funds - UIMA.DE tracks the MSCI Europe while EXXX.DE tracks the ATX Index. Both are passively managed. Over the past 10 years, UIMA.DE returned 9.54%/yr vs 14.31%/yr for EXXX.DE. A 0.71 correlation means they provide meaningful diversification when combined. UIMA.DE charges 0.10%/yr vs 0.32%/yr for EXXX.DE.
Performance
UIMA.DE vs. EXXX.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UIMA.DE achieves a 11.15% return, which is significantly lower than EXXX.DE's 24.46% return. Over the past 10 years, UIMA.DE has underperformed EXXX.DE with an annualized return of 9.54%, while EXXX.DE has yielded a comparatively higher 14.31% annualized return.
UIMA.DE
- 1D
- 0.11%
- 1M
- 1.40%
- 6M
- 7.11%
- YTD
- 11.15%
- 1Y
- 22.34%
- 3Y*
- 15.14%
- 5Y*
- 10.54%
- 10Y*
- 9.54%
EXXX.DE
- 1D
- -0.33%
- 1M
- 0.50%
- 6M
- 21.01%
- YTD
- 24.46%
- 1Y
- 48.74%
- 3Y*
- 31.18%
- 5Y*
- 17.82%
- 10Y*
- 14.31%
UIMA.DE vs. EXXX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 11.15% | 20.65% | 8.36% | 15.54% | -9.27% | 24.93% | -3.30% | 27.60% | -11.02% | 11.02% |
EXXX.DE iShares ATX UCITS ETF (DE) | 24.46% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 19.95% | -18.96% | 32.71% |
Correlation
The correlation between UIMA.DE and EXXX.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2009 | 0.71 |
The correlation between UIMA.DE and EXXX.DE has been stable across timeframes, ranging from 0.70 to 0.73 - a consistent structural relationship.
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
UIMA.DE vs. EXXX.DE — Risk / Return Rank
UIMA.DE
EXXX.DE
UIMA.DE vs. EXXX.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 iShares ATX UCITS ETF (DE) (EXXX.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.
| UIMA.DE | EXXX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.06 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.47 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 4.53 | -2.17 |
| Martin ratioReturn relative to average drawdown | 9.10 | 15.23 | -6.14 |
Loading charts...
Drawdowns
UIMA.DE vs. EXXX.DE - Drawdown Comparison
The maximum UIMA.DE drawdown since its inception was -35.79%, smaller than the maximum EXXX.DE drawdown of -71.43%. Use the drawdown chart below to compare losses from any high point for UIMA.DE and EXXX.DE.
Loading charts...
Drawdown Indicators
| UIMA.DE | EXXX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -71.43% | +35.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -10.71% | +1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -16.11% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -32.69% | +13.27% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -52.90% | +17.11% |
Current DrawdownCurrent decline from peak | -1.44% | -1.97% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -28.46% | +23.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 3.19% | -0.74% |
Volatility
UIMA.DE vs. EXXX.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) is 3.08%, while iShares ATX UCITS ETF (DE) (EXXX.DE) has a volatility of 4.66%. This indicates that UIMA.DE experiences smaller price fluctuations and is considered to be less risky than EXXX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UIMA.DE | EXXX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 4.66% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 14.66% | -3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.93% | 17.46% | -4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 19.14% | -4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 19.93% | -4.76% |
UIMA.DE vs. EXXX.DE - Expense Ratio Comparison
UIMA.DE has a 0.10% expense ratio, which is lower than EXXX.DE's 0.32% expense ratio.
Dividends
UIMA.DE vs. EXXX.DE - Dividend Comparison
UIMA.DE's dividend yield for the trailing twelve months is around 3.06%, more than EXXX.DE's 2.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 2.96% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 3.06% | 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 EXXX.DE have a correlation of 0.72, 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 0.32% for EXXX.DE.
UIMA.DE tracks MSCI Europe, while EXXX.DE tracks ATX Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.10% for UIMA.DE and 0.32% for EXXX.DE.
Find the right allocation for UIMA.DE and EXXX.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