UIMM.DE vs. CBUH.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) are both exchange-traded funds - UIMM.DE is a Global Equities fund tracking the MSCI World SRI Low Carbon Select 5% Issuer Capped, while CBUH.DE is a Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, UIMM.DE returned 14.38%/yr vs 22.30%/yr for CBUH.DE. Their correlation of 0.87 suggests significant overlap in exposure. UIMM.DE charges 0.22%/yr vs 0.30%/yr for CBUH.DE.
Performance
UIMM.DE vs. CBUH.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UIMM.DE achieves a 9.75% return, which is significantly lower than CBUH.DE's 22.41% return.
UIMM.DE
- 1D
- 0.19%
- 1M
- 6.64%
- YTD
- 9.75%
- 6M
- 10.41%
- 1Y
- 17.72%
- 3Y*
- 14.38%
- 5Y*
- 10.68%
- 10Y*
- 11.94%
CBUH.DE
- 1D
- -0.51%
- 1M
- 4.74%
- YTD
- 22.41%
- 6M
- 23.42%
- 1Y
- 31.87%
- 3Y*
- 22.30%
- 5Y*
- —
- 10Y*
- —
UIMM.DE vs. CBUH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 9.75% | 1.51% | 23.16% | 24.91% | -20.53% | 4.45% |
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 22.41% | 7.97% | 28.91% | 13.46% | -17.00% | 0.41% |
Correlation
The correlation between UIMM.DE and CBUH.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.87 |
The correlation between UIMM.DE and CBUH.DE shifts across timeframes, from 0.76 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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
UIMM.DE vs. CBUH.DE — Risk / Return Rank
UIMM.DE
CBUH.DE
UIMM.DE vs. CBUH.DE - Risk-Adjusted Trends 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 iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.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.
| UIMM.DE | CBUH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 3.38 | -1.55 |
| Martin ratioReturn relative to average drawdown | 6.31 | 13.99 | -7.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UIMM.DE | CBUH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.99 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.64 | +0.20 |
Drawdowns
UIMM.DE vs. CBUH.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, which is greater than CBUH.DE's maximum drawdown of -22.61%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and CBUH.DE.
Loading charts...
Drawdown Indicators
| UIMM.DE | CBUH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -22.61% | -9.82% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -9.39% | -0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -22.61% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.51% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -8.55% | +3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.27% | +0.53% |
Volatility
UIMM.DE vs. CBUH.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) is 3.21%, while iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) has a volatility of 4.80%. This indicates that UIMM.DE experiences smaller price fluctuations and is considered to be less risky than CBUH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UIMM.DE | CBUH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 4.80% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 13.32% | -4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 15.96% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 16.91% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 16.91% | -1.41% |
UIMM.DE vs. CBUH.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than CBUH.DE's 0.30% expense ratio.
Dividends
UIMM.DE vs. CBUH.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, while CBUH.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUH.DE iShares MSCI World Momentum Factor ESG 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% |
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 0.86% | 1.02% | 1.02% | 1.13% | 1.42% | 0.97% | 1.27% | 1.60% | 1.91% | 1.94% | 1.92% | 1.80% |
Frequently Asked Questions
UIMM.DE and CBUH.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMM.DE is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMM.DE is cheaper with a 0.22% expense ratio, compared with 0.30% for CBUH.DE.
UIMM.DE is categorized as Global Equities, while CBUH.DE is Momentum. UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while CBUH.DE tracks MSCI World Momentum ESG Reduced Carbon Target Select. They also come from different issuers: UBS and iShares. Their fees differ too: 0.22% for UIMM.DE and 0.30% for CBUH.DE.
Find the right allocation for UIMM.DE and CBUH.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