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UIMI.DE vs. IQQE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UIMI.DE vs. IQQE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis (UIMI.DE) and iShares MSCI EM UCITS ETF (Dist) (IQQE.DE). The values are adjusted to include any dividend payments, if applicable.

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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 IQQE.DE slightly lower at 27.09%. Both investments have delivered pretty close results over the past 10 years, with UIMI.DE having a 9.97% annualized return and IQQE.DE not far behind at 9.82%.


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%

IQQE.DE

1D
-1.70%
1M
6.32%
YTD
27.09%
6M
28.99%
1Y
49.76%
3Y*
20.70%
5Y*
8.39%
10Y*
9.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UIMI.DE vs. IQQE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%22.09%-11.16%20.67%
IQQE.DE
iShares MSCI EM UCITS ETF (Dist)
27.09%19.76%13.75%5.63%-14.17%4.20%7.47%20.26%-11.31%19.90%

Correlation

The correlation between UIMI.DE and IQQE.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

0.99

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

1.00

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

1.00

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2010

0.93

The correlation between UIMI.DE and IQQE.DE has been stable across timeframes, ranging from 0.93 to 1.00 - a consistent structural relationship.

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Return for Risk

UIMI.DE vs. IQQE.DE — Risk / Return Rank

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

UIMI.DE
UIMI.DE Risk / Return Rank: 8686
Overall Rank
UIMI.DE Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
UIMI.DE Sortino Ratio Rank: 8585
Sortino Ratio Rank
UIMI.DE Omega Ratio Rank: 8585
Omega Ratio Rank
UIMI.DE Calmar Ratio Rank: 8787
Calmar Ratio Rank
UIMI.DE Martin Ratio Rank: 8686
Martin Ratio Rank

IQQE.DE
IQQE.DE Risk / Return Rank: 8484
Overall Rank
IQQE.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
IQQE.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
IQQE.DE Omega Ratio Rank: 8484
Omega Ratio Rank
IQQE.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
IQQE.DE Martin Ratio Rank: 8383
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.

UIMI.DE vs. IQQE.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 UCITS ETF (Dist) (IQQE.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.DEIQQE.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.50

1.50

+0.01

Calmar ratioReturn relative to maximum drawdown

4.85

4.59

+0.26

Martin ratioReturn relative to average drawdown

17.64

16.67

+0.97

UIMI.DE vs. IQQE.DE - Sharpe Ratio Comparison

The current UIMI.DE Sharpe Ratio is 2.81, which is comparable to the IQQE.DE Sharpe Ratio of 2.78. The chart below compares the historical Sharpe Ratios of UIMI.DE and IQQE.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.


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Sharpe Ratios by Period


UIMI.DEIQQE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.81

2.78

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.49

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.53

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.27

+0.06

Drawdowns

UIMI.DE vs. IQQE.DE - Drawdown Comparison

The maximum UIMI.DE drawdown since its inception was -36.26%, smaller than the maximum IQQE.DE drawdown of -59.33%. Use the drawdown chart below to compare losses from any high point for UIMI.DE and IQQE.DE.


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Drawdown Indicators


UIMI.DEIQQE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-36.26%

-59.33%

+23.07%

Max Drawdown (1Y)

Largest decline over 1 year

-10.26%

-10.78%

+0.52%

Max Drawdown (3Y)

Largest decline over 3 years

-19.74%

-19.41%

-0.33%

Max Drawdown (5Y)

Largest decline over 5 years

-23.93%

-24.02%

+0.09%

Max Drawdown (10Y)

Largest decline over 10 years

-32.05%

-31.66%

-0.39%

Current Drawdown

Current decline from peak

-2.57%

-2.60%

+0.03%

Average Drawdown

Average peak-to-trough decline

-11.15%

-12.99%

+1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

2.98%

-0.15%

Volatility

UIMI.DE vs. IQQE.DE - Volatility Comparison

UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis (UIMI.DE) and iShares MSCI EM UCITS ETF (Dist) (IQQE.DE) have volatilities of 7.28% and 7.24%, 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.DEIQQE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.28%

7.24%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

14.92%

15.03%

-0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

17.74%

17.83%

-0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.72%

16.78%

-0.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.27%

18.33%

-0.06%

UIMI.DE vs. IQQE.DE - Expense Ratio Comparison

Both UIMI.DE and IQQE.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. IQQE.DE - Dividend Comparison

UIMI.DE's dividend yield for the trailing twelve months is around 1.69%, more than IQQE.DE's 1.49% yield.


PositionTTM20252024202320222021202020192018201720162015
IQQE.DE
iShares MSCI EM UCITS ETF (Dist)
1.49%1.87%2.19%2.34%2.91%1.99%1.53%1.75%1.94%1.42%1.83%2.22%
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 IQQE.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 IQQE.DE have the same expense ratio: 0.18% per year.

Both ETFs track MSCI Emerging Markets. They also come from different issuers: UBS and iShares.

Portfolio Optimizer

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