UIMA.DE vs. UIMM.DE
UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) and UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) are both exchange-traded funds - UIMA.DE is a Europe Equities fund tracking the MSCI Europe, while UIMM.DE is a Global Equities fund tracking the MSCI World SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, UIMA.DE returned 10.49%/yr vs 12.67%/yr for UIMM.DE. Their correlation of 0.81 suggests significant overlap in exposure. UIMA.DE charges 0.10%/yr vs 0.22%/yr for UIMM.DE.
Performance
UIMA.DE vs. UIMM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMA.DE achieves a 10.59% return, which is significantly lower than UIMM.DE's 11.95% return. Over the past 10 years, UIMA.DE has underperformed UIMM.DE with an annualized return of 10.49%, while UIMM.DE has yielded a comparatively higher 12.67% annualized return.
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%
UIMM.DE
- 1D
- -0.13%
- 1M
- 3.81%
- YTD
- 11.95%
- 6M
- 12.06%
- 1Y
- 21.69%
- 3Y*
- 15.28%
- 5Y*
- 10.35%
- 10Y*
- 12.67%
UIMA.DE vs. UIMM.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 | 10.59% | 20.65% | 8.36% | 15.54% | -9.27% | 24.93% | -3.30% | 27.60% | -11.02% | 11.02% |
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 11.95% | 1.51% | 23.16% | 24.91% | -20.53% | 36.36% | 7.59% | 32.00% | -3.62% | 8.52% |
Correlation
The correlation between UIMA.DE and UIMM.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2011 | 0.81 |
The correlation between UIMA.DE and UIMM.DE has been stable across timeframes, ranging from 0.71 to 0.81 - a consistent structural relationship.
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Return for Risk
UIMA.DE vs. UIMM.DE — Risk / Return Rank
UIMA.DE
UIMM.DE
UIMA.DE vs. UIMM.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) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.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 | UIMM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.30 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.26 | +0.13 |
| Martin ratioReturn relative to average drawdown | 9.20 | 7.93 | +1.27 |
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Drawdowns
UIMA.DE vs. UIMM.DE - Drawdown Comparison
The maximum UIMA.DE drawdown since its inception was -35.79%, which is greater than UIMM.DE's maximum drawdown of -33.54%. Use the drawdown chart below to compare losses from any high point for UIMA.DE and UIMM.DE.
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Drawdown Indicators
| UIMA.DE | UIMM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -33.54% | -2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -9.54% | +0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -22.60% | +6.35% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -23.71% | +4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -32.43% | -3.36% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -9.26% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 2.73% | -0.27% |
Volatility
UIMA.DE vs. UIMM.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) is 2.91%, while UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) has a volatility of 3.66%. This indicates that UIMA.DE experiences smaller price fluctuations and is considered to be less risky than UIMM.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 | UIMM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 3.66% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 9.70% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 12.91% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 15.37% | -1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.28% | 15.48% | -0.20% |
UIMA.DE vs. UIMM.DE - Expense Ratio Comparison
UIMA.DE has a 0.10% expense ratio, which is lower than UIMM.DE's 0.22% 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. UIMM.DE - Dividend Comparison
UIMA.DE's dividend yield for the trailing twelve months is around 3.08%, more than UIMM.DE's 0.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 0.84% | 1.02% | 1.02% | 1.13% | 1.42% | 0.97% | 1.27% | 1.60% | 1.91% | 1.94% | 1.92% | 1.80% |
Frequently Asked Questions
UIMA.DE and UIMM.DE have a correlation of 0.73, 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 0.22% for UIMM.DE.
UIMA.DE is categorized as Europe Equities, while UIMM.DE is Global Equities. UIMA.DE tracks MSCI Europe, while UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.10% for UIMA.DE and 0.22% for UIMM.DE.
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