UIMI.DE vs. UET5.DE
UIMI.DE (UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis) and UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) are both exchange-traded funds - UIMI.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets, while UET5.DE is a Europe Equities fund tracking the EURO STOXX® 50 ESG. Both are passively managed. Over the past 5 years, UIMI.DE returned 8.50%/yr vs 13.80%/yr for UET5.DE. A 0.62 correlation means they provide meaningful diversification when combined. UIMI.DE charges 0.18%/yr vs 0.10%/yr for UET5.DE.
Performance
UIMI.DE vs. UET5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMI.DE achieves a 27.62% return, which is significantly higher than UET5.DE's 8.56% return.
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%
UET5.DE
- 1D
- 0.78%
- 1M
- 5.24%
- YTD
- 8.56%
- 6M
- 10.23%
- 1Y
- 19.15%
- 3Y*
- 18.86%
- 5Y*
- 13.80%
- 10Y*
- —
UIMI.DE vs. UET5.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% | 17.29% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 8.56% | 25.92% | 12.78% | 25.36% | -9.35% | 26.94% | 0.18% | 15.08% |
Correlation
The correlation between UIMI.DE and UET5.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.62 |
The correlation between UIMI.DE and UET5.DE has been stable across timeframes, ranging from 0.60 to 0.65 - a consistent structural relationship.
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Return for Risk
UIMI.DE vs. UET5.DE — Risk / Return Rank
UIMI.DE
UET5.DE
UIMI.DE vs. UET5.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 UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.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 | UET5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.69 | ||
| Sortino ratioReturn per unit of downside risk | +2.00 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.21 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 4.85 | 1.61 | +3.24 |
| Martin ratioReturn relative to average drawdown | 17.64 | 5.64 | +12.00 |
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 | UET5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.81 | 1.12 | +1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.79 | -0.29 |
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 | 0.74 | -0.42 |
Drawdowns
UIMI.DE vs. UET5.DE - Drawdown Comparison
The maximum UIMI.DE drawdown since its inception was -36.26%, roughly equal to the maximum UET5.DE drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for UIMI.DE and UET5.DE.
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Drawdown Indicators
| UIMI.DE | UET5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.26% | -37.03% | +0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.26% | -11.81% | +1.55% |
Max Drawdown (3Y)Largest decline over 3 years | -19.74% | -15.56% | -4.18% |
Max Drawdown (5Y)Largest decline over 5 years | -23.93% | -23.13% | -0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -32.05% | — | — |
Current DrawdownCurrent decline from peak | -2.57% | -0.35% | -2.22% |
Average DrawdownAverage peak-to-trough decline | -11.15% | -4.98% | -6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.39% | -0.56% |
Volatility
UIMI.DE vs. UET5.DE - Volatility Comparison
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis (UIMI.DE) has a higher volatility of 7.28% compared to UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) at 5.06%. This indicates that UIMI.DE's price experiences larger fluctuations and is considered to be riskier than UET5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMI.DE | UET5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 5.06% | +2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 13.82% | +1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.74% | 16.97% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 17.27% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.27% | 19.69% | -1.42% |
UIMI.DE vs. UET5.DE - Expense Ratio Comparison
UIMI.DE has a 0.18% expense ratio, which is higher than UET5.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UIMI.DE vs. UET5.DE - Dividend Comparison
UIMI.DE's dividend yield for the trailing twelve months is around 1.69%, less than UET5.DE's 2.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 2.92% | 2.15% | 3.28% | 2.96% | 3.06% | 1.90% | 1.93% | 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
UIMI.DE and UET5.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UET5.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UET5.DE is cheaper with a 0.10% expense ratio, compared with 0.18% for UIMI.DE.
UIMI.DE is categorized as Emerging Markets Equities, while UET5.DE is Europe Equities. UIMI.DE tracks MSCI Emerging Markets, while UET5.DE tracks EURO STOXX® 50 ESG. Their fees differ too: 0.18% for UIMI.DE and 0.10% for UET5.DE.
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