UIMA.DE vs. VNQ
UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) and VNQ (Vanguard Real Estate ETF) are both exchange-traded funds - UIMA.DE is a Europe Equities fund tracking the MSCI Europe, while VNQ is a REIT fund tracking the MSCI US Investable Market Real Estate 25/50 Index. Both are passively managed. Over the past 10 years, UIMA.DE returned 9.17%/yr vs 5.24%/yr for VNQ. At a 0.30 correlation, their price movements are largely independent. UIMA.DE charges 0.10%/yr vs 0.13%/yr for VNQ.
Performance
UIMA.DE vs. VNQ - Performance Comparison
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Different Trading Currencies
UIMA.DE is traded in EUR, while VNQ is traded in USD. To make them comparable, the VNQ values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UIMA.DE achieves a 7.64% return, which is significantly lower than VNQ's 11.01% return. Over the past 10 years, UIMA.DE has outperformed VNQ with an annualized return of 9.17%, while VNQ has yielded a comparatively lower 5.24% annualized return.
UIMA.DE
- 1D
- 0.62%
- 1M
- 3.43%
- YTD
- 7.64%
- 6M
- 9.99%
- 1Y
- 16.53%
- 3Y*
- 13.82%
- 5Y*
- 10.02%
- 10Y*
- 9.17%
VNQ
- 1D
- 1.65%
- 1M
- 1.02%
- YTD
- 11.01%
- 6M
- 9.22%
- 1Y
- 9.76%
- 3Y*
- 7.13%
- 5Y*
- 3.50%
- 10Y*
- 5.24%
UIMA.DE vs. VNQ - 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% |
VNQ Vanguard Real Estate ETF | 11.01% | -9.01% | 11.73% | 8.50% | -21.68% | 51.05% | -12.47% | 31.82% | -1.62% | -7.99% |
Correlation
The correlation between UIMA.DE and VNQ is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2009 | 0.30 |
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Return for Risk
UIMA.DE vs. VNQ — Risk / Return Rank
UIMA.DE
VNQ
UIMA.DE vs. VNQ - 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 Vanguard Real Estate ETF (VNQ). 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 | VNQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.14 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.40 | +0.35 |
| Martin ratioReturn relative to average drawdown | 6.51 | 3.57 | +2.95 |
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 | VNQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.76 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.19 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.25 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.24 | +0.24 |
Drawdowns
UIMA.DE vs. VNQ - Drawdown Comparison
The maximum UIMA.DE drawdown since its inception was -35.78%, smaller than the maximum VNQ drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for UIMA.DE and VNQ.
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Drawdown Indicators
| UIMA.DE | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -66.71% | +30.93% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -7.01% | -2.41% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -20.46% | +4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -31.09% | +11.67% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | -41.98% | +6.20% |
Current DrawdownCurrent decline from peak | -1.50% | -6.20% | +4.70% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -13.79% | +8.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.74% | -0.21% |
Volatility
UIMA.DE vs. VNQ - Volatility Comparison
UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) has a higher volatility of 4.30% compared to Vanguard Real Estate ETF (VNQ) at 3.58%. This indicates that UIMA.DE's price experiences larger fluctuations and is considered to be riskier than VNQ 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 | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 3.58% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 9.35% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 12.96% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 18.12% | -3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 20.88% | -5.31% |
UIMA.DE vs. VNQ - Expense Ratio Comparison
UIMA.DE has a 0.10% expense ratio, which is lower than VNQ's 0.13% 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. VNQ - Dividend Comparison
UIMA.DE's dividend yield for the trailing twelve months is around 3.16%, less than VNQ's 3.63% 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 | 3.16% | 2.48% | 2.67% | 2.74% | 2.91% | 2.02% | 2.06% | 2.87% | 3.38% | 2.91% | 3.95% | 3.24% |
VNQ Vanguard Real Estate ETF | 3.63% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Frequently Asked Questions
UIMA.DE and VNQ have a correlation of 0.29, 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 0.13% for VNQ.
UIMA.DE is categorized as Europe Equities, while VNQ is REIT. UIMA.DE tracks MSCI Europe, while VNQ tracks MSCI US Investable Market Real Estate 25/50 Index. They also come from different issuers: UBS and Vanguard. Their fees differ too: 0.10% for UIMA.DE and 0.13% for VNQ.
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