PortfoliosLab logoPortfoliosLab logo
UIME.DE vs. CEMS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UIME.DE vs. CEMS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-dis (UIME.DE) and iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, UIME.DE achieves a 7.26% return, which is significantly lower than CEMS.DE's 13.72% return. Over the past 10 years, UIME.DE has underperformed CEMS.DE with an annualized return of 9.94%, while CEMS.DE has yielded a comparatively higher 10.71% annualized return.


UIME.DE

1D
0.47%
1M
0.62%
YTD
7.26%
6M
10.82%
1Y
21.11%
3Y*
20.26%
5Y*
13.26%
10Y*
9.94%

CEMS.DE

1D
0.10%
1M
2.64%
YTD
13.72%
6M
16.98%
1Y
32.08%
3Y*
21.63%
5Y*
14.47%
10Y*
10.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UIME.DE vs. CEMS.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UIME.DE
UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-dis
7.26%37.25%9.43%18.66%-4.81%19.85%-7.50%19.70%-14.45%10.61%
CEMS.DE
iShares Edge MSCI Europe Value Factor UCITS ETF
13.72%35.97%9.93%13.90%-4.54%26.62%-8.86%23.48%-14.04%10.16%

Correlation

The correlation between UIME.DE and CEMS.DE is 0.93, 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

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Jan 21, 2015

0.95

The correlation between UIME.DE and CEMS.DE has been stable across timeframes, ranging from 0.93 to 0.95 - 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

UIME.DE vs. CEMS.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UIME.DE
UIME.DE Risk / Return Rank: 4949
Overall Rank
UIME.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
UIME.DE Sortino Ratio Rank: 4747
Sortino Ratio Rank
UIME.DE Omega Ratio Rank: 4848
Omega Ratio Rank
UIME.DE Calmar Ratio Rank: 5050
Calmar Ratio Rank
UIME.DE Martin Ratio Rank: 5050
Martin Ratio Rank

CEMS.DE
CEMS.DE Risk / Return Rank: 7171
Overall Rank
CEMS.DE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
CEMS.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
CEMS.DE Omega Ratio Rank: 7474
Omega Ratio Rank
CEMS.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
CEMS.DE Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UIME.DE vs. CEMS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-dis (UIME.DE) and iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.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.


UIME.DECEMS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.72

Sortino ratioReturn per unit of downside risk

-0.97

Omega ratioGain probability vs. loss probability

1.30

1.43

-0.13

Calmar ratioReturn relative to maximum drawdown

2.42

3.29

-0.87

Martin ratioReturn relative to average drawdown

8.21

12.37

-4.16

UIME.DE vs. CEMS.DE - Sharpe Ratio Comparison

The current UIME.DE Sharpe Ratio is 1.65, which is lower than the CEMS.DE Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of UIME.DE and CEMS.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


UIME.DECEMS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

2.37

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

0.94

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.61

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.49

-0.17

Drawdowns

UIME.DE vs. CEMS.DE - Drawdown Comparison

The maximum UIME.DE drawdown since its inception was -41.99%, roughly equal to the maximum CEMS.DE drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for UIME.DE and CEMS.DE.


Loading charts...

Drawdown Indicators


UIME.DECEMS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-41.99%

-40.20%

-1.79%

Max Drawdown (1Y)

Largest decline over 1 year

-8.92%

-9.99%

+1.07%

Max Drawdown (3Y)

Largest decline over 3 years

-14.54%

-17.57%

+3.03%

Max Drawdown (5Y)

Largest decline over 5 years

-22.67%

-19.55%

-3.12%

Max Drawdown (10Y)

Largest decline over 10 years

-41.99%

-40.20%

-1.79%

Current Drawdown

Current decline from peak

-1.47%

-1.26%

-0.21%

Average Drawdown

Average peak-to-trough decline

-9.64%

-7.49%

-2.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.63%

2.66%

-0.03%

Volatility

UIME.DE vs. CEMS.DE - Volatility Comparison

The current volatility for UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-dis (UIME.DE) is 3.60%, while iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) has a volatility of 4.65%. This indicates that UIME.DE experiences smaller price fluctuations and is considered to be less risky than CEMS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


UIME.DECEMS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.60%

4.65%

-1.05%

Volatility (6M)

Calculated over the trailing 6-month period

10.31%

11.17%

-0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

13.11%

13.87%

-0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.46%

15.23%

+0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.85%

17.43%

+0.42%

UIME.DE vs. CEMS.DE - Expense Ratio Comparison

Both UIME.DE and CEMS.DE have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

UIME.DE vs. CEMS.DE - Dividend Comparison

UIME.DE's dividend yield for the trailing twelve months is around 3.75%, while CEMS.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CEMS.DE
iShares Edge MSCI Europe Value Factor UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UIME.DE
UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-dis
3.75%3.42%3.51%3.89%4.13%2.67%2.40%3.87%4.07%3.49%5.50%4.19%

Frequently Asked Questions


With a correlation of 0.93, UIME.DE and CEMS.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.

Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

UIME.DE and CEMS.DE have the same expense ratio: 0.25% per year.

UIME.DE tracks MSCI EMU Value, while CEMS.DE tracks MSCI Europe Enhanced Value. They also come from different issuers: UBS and iShares.

Portfolio Optimizer

Find the right allocation for UIME.DE and CEMS.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