UIMA.DE vs. UBU7.DE
UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UIMA.DE is a Europe Equities fund tracking the MSCI Europe, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UIMA.DE returned 9.17%/yr vs 12.53%/yr for UBU7.DE. Their correlation of 0.84 suggests significant overlap in exposure. Both charge a 0.10% expense ratio.
Performance
UIMA.DE vs. UBU7.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 UBU7.DE's 10.81% return. Over the past 10 years, UIMA.DE has underperformed UBU7.DE with an annualized return of 9.17%, while UBU7.DE has yielded a comparatively higher 12.53% annualized 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%
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UIMA.DE vs. UBU7.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 | 7.64% | 20.65% | 8.36% | 15.54% | -9.27% | 24.93% | -3.30% | 27.60% | -11.02% | 11.02% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UIMA.DE and UBU7.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since May 31, 2012 | 0.84 |
The correlation between UIMA.DE and UBU7.DE shifts across timeframes, from 0.72 (3 years) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMA.DE vs. UBU7.DE — Risk / Return Rank
UIMA.DE
UBU7.DE
UIMA.DE vs. UBU7.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) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.40 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.58 | -1.83 |
| Martin ratioReturn relative to average drawdown | 6.51 | 14.23 | -7.72 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 2.14 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.89 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.82 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.82 | -0.33 |
Drawdowns
UIMA.DE vs. UBU7.DE - Drawdown Comparison
The maximum UIMA.DE drawdown since its inception was -35.78%, which is greater than UBU7.DE's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UIMA.DE and UBU7.DE.
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Drawdown Indicators
| UIMA.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -33.84% | -1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -6.61% | -2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -21.69% | +5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -21.69% | +2.27% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | -33.84% | -1.94% |
Current DrawdownCurrent decline from peak | -1.50% | -0.31% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -4.24% | -1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.66% | +0.87% |
Volatility
UIMA.DE vs. UBU7.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) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UIMA.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 2.57% | +1.73% |
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% | 11.04% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 14.11% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 15.11% | +0.46% |
UIMA.DE vs. UBU7.DE - Expense Ratio Comparison
Both UIMA.DE and UBU7.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. UBU7.DE - Dividend Comparison
UIMA.DE's dividend yield for the trailing twelve months is around 3.16%, more than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
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 UBU7.DE have a correlation of 0.76, 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 UBU7.DE have the same expense ratio: 0.10% per year.
UIMA.DE is categorized as Europe Equities, while UBU7.DE is Global Equities. UIMA.DE tracks MSCI Europe, while UBU7.DE tracks MSCI World.
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