UIMM.DE vs. CBUI.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - UIMM.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, UIMM.DE returned 14.38%/yr vs 21.76%/yr for CBUI.DE. Their correlation of 0.86 suggests significant overlap in exposure. UIMM.DE charges 0.22%/yr vs 0.30%/yr for CBUI.DE.
Performance
UIMM.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMM.DE achieves a 9.75% return, which is significantly lower than CBUI.DE's 20.05% 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%
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
UIMM.DE vs. CBUI.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% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -6.30% | 6.27% |
Correlation
The correlation between UIMM.DE and CBUI.DE is 0.79, 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 | 0.79 |
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 | 0.86 |
The correlation between UIMM.DE and CBUI.DE has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.
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Return for Risk
UIMM.DE vs. CBUI.DE — Risk / Return Rank
UIMM.DE
CBUI.DE
UIMM.DE vs. CBUI.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 Value Factor ESG UCITS ETF USD Acc (CBUI.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 | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.01 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.60 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 6.92 | -5.10 |
| Martin ratioReturn relative to average drawdown | 6.31 | 26.41 | -20.11 |
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
| UIMM.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 3.41 | -2.01 |
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 | 1.05 | -0.22 |
Drawdowns
UIMM.DE vs. CBUI.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, which is greater than CBUI.DE's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and CBUI.DE.
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Drawdown Indicators
| UIMM.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -19.48% | -12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -6.34% | -3.33% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -19.48% | -3.12% |
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% | -0.22% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -3.23% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.67% | +1.13% |
Volatility
UIMM.DE vs. CBUI.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 Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a volatility of 3.73%. This indicates that UIMM.DE experiences smaller price fluctuations and is considered to be less risky than CBUI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMM.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 3.73% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.76% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 12.88% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 14.21% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 14.21% | +1.29% |
UIMM.DE vs. CBUI.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
UIMM.DE vs. CBUI.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, while CBUI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUI.DE iShares MSCI World Value 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 CBUI.DE have a correlation of 0.79, 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 CBUI.DE.
UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while CBUI.DE tracks MSCI World Value 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 CBUI.DE.
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