UIMM.DE vs. 4GLD.DE
Compare and contrast key facts about UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) and Xetra-Gold ETF (4GLD.DE).
UIMM.DE and 4GLD.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIMM.DE is a passively managed fund by UBS that tracks the performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped. It was launched on Aug 19, 2011. 4GLD.DE is a passively managed fund by Xetra that tracks the performance of the LBMA Gold Price. It was launched on Nov 27, 2007. Both UIMM.DE and 4GLD.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UIMM.DE or 4GLD.DE.
Correlation
The correlation between UIMM.DE and 4GLD.DE is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UIMM.DE vs. 4GLD.DE - Performance Comparison
Key characteristics
UIMM.DE:
1.33
4GLD.DE:
3.02
UIMM.DE:
1.87
4GLD.DE:
3.98
UIMM.DE:
1.26
4GLD.DE:
1.54
UIMM.DE:
1.99
4GLD.DE:
7.96
UIMM.DE:
7.44
4GLD.DE:
18.72
UIMM.DE:
2.32%
4GLD.DE:
2.32%
UIMM.DE:
12.97%
4GLD.DE:
14.33%
UIMM.DE:
-32.43%
4GLD.DE:
-36.79%
UIMM.DE:
-3.10%
4GLD.DE:
0.00%
Returns By Period
In the year-to-date period, UIMM.DE achieves a 0.70% return, which is significantly lower than 4GLD.DE's 7.73% return. Over the past 10 years, UIMM.DE has outperformed 4GLD.DE with an annualized return of 10.86%, while 4GLD.DE has yielded a comparatively lower 9.31% annualized return.
UIMM.DE
0.70%
-2.58%
9.40%
15.46%
11.16%
10.86%
4GLD.DE
7.73%
5.26%
21.58%
43.40%
13.78%
9.31%
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UIMM.DE vs. 4GLD.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is higher than 4GLD.DE's 0.00% 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%.
Risk-Adjusted Performance
UIMM.DE vs. 4GLD.DE — Risk-Adjusted Performance Rank
UIMM.DE
4GLD.DE
UIMM.DE vs. 4GLD.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) and Xetra-Gold ETF (4GLD.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.
Dividends
UIMM.DE vs. 4GLD.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 1.03%, while 4GLD.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 1.03% | 1.02% | 1.13% | 1.42% | 0.97% | 1.27% | 1.60% | 1.91% | 1.94% | 1.92% | 1.80% | 2.51% |
4GLD.DE Xetra-Gold 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% |
Drawdowns
UIMM.DE vs. 4GLD.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, smaller than the maximum 4GLD.DE drawdown of -36.79%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and 4GLD.DE. For additional features, visit the drawdowns tool.
Volatility
UIMM.DE vs. 4GLD.DE - Volatility Comparison
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) has a higher volatility of 3.54% compared to Xetra-Gold ETF (4GLD.DE) at 2.55%. This indicates that UIMM.DE's price experiences larger fluctuations and is considered to be riskier than 4GLD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.