UIMM.DE vs. IQQI.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and IQQI.DE (iShares Global Infrastructure UCITS ETF) are both Global Equities funds - UIMM.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while IQQI.DE tracks the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 10 years, UIMM.DE returned 11.94%/yr vs 6.89%/yr for IQQI.DE. A 0.64 correlation means they provide meaningful diversification when combined. UIMM.DE charges 0.22%/yr vs 0.65%/yr for IQQI.DE.
Performance
UIMM.DE vs. IQQI.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 IQQI.DE's 10.36% return. Over the past 10 years, UIMM.DE has outperformed IQQI.DE with an annualized return of 11.94%, while IQQI.DE has yielded a comparatively lower 6.89% annualized 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%
IQQI.DE
- 1D
- -1.37%
- 1M
- -2.09%
- YTD
- 10.36%
- 6M
- 9.03%
- 1Y
- 12.31%
- 3Y*
- 8.46%
- 5Y*
- 6.76%
- 10Y*
- 6.89%
UIMM.DE vs. IQQI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIMM.DE UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 9.75% | 1.51% | 23.16% | 24.91% | -20.53% | 36.36% | 7.59% | 32.00% | -3.62% | 8.52% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 10.36% | 0.54% | 14.51% | -3.16% | -0.37% | 26.96% | -10.83% | 27.76% | 2.20% | 0.70% |
Correlation
The correlation between UIMM.DE and IQQI.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.64 |
Over the past year, the correlation between UIMM.DE and IQQI.DE has dropped to 0.16 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
UIMM.DE vs. IQQI.DE — Risk / Return Rank
UIMM.DE
IQQI.DE
UIMM.DE vs. IQQI.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 Global Infrastructure UCITS ETF (IQQI.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 | IQQI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.55 | -0.73 |
| Martin ratioReturn relative to average drawdown | 6.31 | 6.21 | +0.10 |
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 | IQQI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.17 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.53 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.48 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.33 | +0.51 |
Drawdowns
UIMM.DE vs. IQQI.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, smaller than the maximum IQQI.DE drawdown of -42.25%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and IQQI.DE.
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Drawdown Indicators
| UIMM.DE | IQQI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -42.25% | +9.82% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -4.81% | -4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -14.76% | -7.84% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -24.81% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | -34.15% | +1.72% |
Current DrawdownCurrent decline from peak | 0.00% | -3.21% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -11.06% | +6.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.98% | +0.82% |
Volatility
UIMM.DE vs. IQQI.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 Global Infrastructure UCITS ETF (IQQI.DE) has a volatility of 3.88%. This indicates that UIMM.DE experiences smaller price fluctuations and is considered to be less risky than IQQI.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 | IQQI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 3.88% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 8.71% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 10.48% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 12.70% | +2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 14.23% | +1.27% |
UIMM.DE vs. IQQI.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.
Dividends
UIMM.DE vs. IQQI.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, less than IQQI.DE's 2.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQI.DE iShares Global Infrastructure UCITS ETF | 2.09% | 2.30% | 2.28% | 2.42% | 2.14% | 1.85% | 2.25% | 2.05% | 2.30% | 2.76% | 2.64% | 3.14% |
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 IQQI.DE have a correlation of 0.16, 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 0.65% for IQQI.DE.
UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while IQQI.DE tracks FTSE Global Core Infrastructure Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.22% for UIMM.DE and 0.65% for IQQI.DE.
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