UIMA.DE vs. H4ZZ.DE
UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) and H4ZZ.DE (HSBC Euro Stoxx 50 UCITS ETF EUR (Acc)) are both Europe Equities funds - UIMA.DE tracks the MSCI Europe while H4ZZ.DE tracks the EURO STOXX 50. Both are passively managed. Over the past year, UIMA.DE returned 22.64% vs 22.41% for H4ZZ.DE. Their correlation of 0.94 suggests significant overlap in exposure. UIMA.DE charges 0.10%/yr vs 0.05%/yr for H4ZZ.DE.
Performance
UIMA.DE vs. H4ZZ.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UIMA.DE having a 10.59% return and H4ZZ.DE slightly lower at 10.19%.
UIMA.DE
- 1D
- 0.81%
- 1M
- 2.33%
- YTD
- 10.59%
- 6M
- 11.24%
- 1Y
- 22.64%
- 3Y*
- 15.39%
- 5Y*
- 10.28%
- 10Y*
- 10.49%
H4ZZ.DE
- 1D
- 0.79%
- 1M
- 3.49%
- YTD
- 10.19%
- 6M
- 11.16%
- 1Y
- 22.41%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UIMA.DE vs. H4ZZ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 10.59% | 20.65% | -2.06% |
H4ZZ.DE HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) | 10.19% | 22.35% | -2.42% |
Correlation
The correlation between UIMA.DE and H4ZZ.DE is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2024 | 0.94 |
The correlation between UIMA.DE and H4ZZ.DE has been stable across timeframes, ranging from 0.94 to 0.94 - a consistent structural relationship.
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Return for Risk
UIMA.DE vs. H4ZZ.DE — Risk / Return Rank
UIMA.DE
H4ZZ.DE
UIMA.DE vs. H4ZZ.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 HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) (H4ZZ.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 | H4ZZ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.04 | +0.35 |
| Martin ratioReturn relative to average drawdown | 9.20 | 7.07 | +2.13 |
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Drawdowns
UIMA.DE vs. H4ZZ.DE - Drawdown Comparison
The maximum UIMA.DE drawdown since its inception was -35.79%, which is greater than H4ZZ.DE's maximum drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for UIMA.DE and H4ZZ.DE.
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Drawdown Indicators
| UIMA.DE | H4ZZ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -16.46% | -19.33% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -10.94% | +1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.83% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -2.66% | -2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 3.16% | -0.70% |
Volatility
UIMA.DE vs. H4ZZ.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) is 2.91%, while HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) (H4ZZ.DE) has a volatility of 3.53%. This indicates that UIMA.DE experiences smaller price fluctuations and is considered to be less risky than H4ZZ.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 | H4ZZ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 3.53% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 13.18% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 15.98% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 16.81% | -2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.28% | 16.81% | -1.53% |
UIMA.DE vs. H4ZZ.DE - Expense Ratio Comparison
UIMA.DE has a 0.10% expense ratio, which is higher than H4ZZ.DE's 0.05% expense ratio. However, 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. H4ZZ.DE - Dividend Comparison
UIMA.DE's dividend yield for the trailing twelve months is around 3.08%, while H4ZZ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
H4ZZ.DE HSBC Euro Stoxx 50 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 | 3.08% | 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
With a correlation of 0.94, UIMA.DE and H4ZZ.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, H4ZZ.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H4ZZ.DE is cheaper with a 0.05% expense ratio, compared with 0.10% for UIMA.DE.
UIMA.DE tracks MSCI Europe, while H4ZZ.DE tracks EURO STOXX 50. They also come from different issuers: UBS and HSBC. Their fees differ too: 0.10% for UIMA.DE and 0.05% for H4ZZ.DE.
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