UIMI.DE vs. EDM2.DE
UIMI.DE (UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis) and EDM2.DE (iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc)) are both Emerging Markets Equities funds - UIMI.DE tracks the MSCI Emerging Markets while EDM2.DE tracks the MSCI Emerging Markets ESG Enhanced Focus. Both are passively managed. Over the past 5 years, UIMI.DE returned 8.50%/yr vs 7.59%/yr for EDM2.DE. With a 0.98 correlation, they move nearly in lockstep. Both charge a 0.18% expense ratio.
Performance
UIMI.DE vs. EDM2.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UIMI.DE having a 27.62% return and EDM2.DE slightly lower at 26.35%.
UIMI.DE
- 1D
- -1.51%
- 1M
- 5.91%
- YTD
- 27.62%
- 6M
- 29.93%
- 1Y
- 50.04%
- 3Y*
- 21.00%
- 5Y*
- 8.50%
- 10Y*
- 9.97%
EDM2.DE
- 1D
- -1.45%
- 1M
- 6.14%
- YTD
- 26.35%
- 6M
- 28.13%
- 1Y
- 47.21%
- 3Y*
- 20.29%
- 5Y*
- 7.59%
- 10Y*
- —
UIMI.DE vs. EDM2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UIMI.DE UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis | 27.62% | 20.10% | 13.22% | 5.76% | -14.07% | 4.14% | 6.29% | 7.92% |
EDM2.DE iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) | 26.35% | 19.81% | 13.36% | 4.56% | -16.00% | 4.73% | 7.76% | 7.05% |
Correlation
The correlation between UIMI.DE and EDM2.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2019 | 0.98 |
The correlation between UIMI.DE and EDM2.DE has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
UIMI.DE vs. EDM2.DE — Risk / Return Rank
UIMI.DE
EDM2.DE
UIMI.DE vs. EDM2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis (UIMI.DE) and iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDM2.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.
| UIMI.DE | EDM2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.48 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.85 | 4.32 | +0.54 |
| Martin ratioReturn relative to average drawdown | 17.64 | 15.65 | +1.99 |
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
| UIMI.DE | EDM2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.81 | 2.63 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.49 | -0.17 |
Drawdowns
UIMI.DE vs. EDM2.DE - Drawdown Comparison
The maximum UIMI.DE drawdown since its inception was -36.26%, which is greater than EDM2.DE's maximum drawdown of -32.32%. Use the drawdown chart below to compare losses from any high point for UIMI.DE and EDM2.DE.
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Drawdown Indicators
| UIMI.DE | EDM2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.26% | -32.32% | -3.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.26% | -10.88% | +0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -19.74% | -19.52% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -23.93% | -25.43% | +1.50% |
Max Drawdown (10Y)Largest decline over 10 years | -32.05% | — | — |
Current DrawdownCurrent decline from peak | -2.57% | -2.66% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -11.15% | -11.10% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.01% | -0.18% |
Volatility
UIMI.DE vs. EDM2.DE - Volatility Comparison
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis (UIMI.DE) and iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDM2.DE) have volatilities of 7.28% and 7.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMI.DE | EDM2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 7.43% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 15.11% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.74% | 17.92% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 16.83% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.27% | 19.13% | -0.86% |
UIMI.DE vs. EDM2.DE - Expense Ratio Comparison
Both UIMI.DE and EDM2.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
UIMI.DE vs. EDM2.DE - Dividend Comparison
UIMI.DE's dividend yield for the trailing twelve months is around 1.69%, while EDM2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDM2.DE iShares MSCI EM ESG Enhanced UCITS ETF USD (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% |
UIMI.DE UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis | 1.69% | 2.31% | 2.10% | 2.63% | 2.91% | 1.68% | 1.82% | 2.17% | 2.03% | 1.67% | 2.54% | 2.72% |
Frequently Asked Questions
With a correlation of 0.99, UIMI.DE and EDM2.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 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
UIMI.DE and EDM2.DE have the same expense ratio: 0.18% per year.
UIMI.DE tracks MSCI Emerging Markets, while EDM2.DE tracks MSCI Emerging Markets ESG Enhanced Focus. They also come from different issuers: UBS and iShares.
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