UIMM.DE vs. IS3K.DE
Compare and contrast key facts about UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) and iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE).
UIMM.DE and IS3K.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. IS3K.DE is a passively managed fund by iShares that tracks the performance of the iBoxx® USD Liquid High Yield 0-5 Capped. It was launched on Oct 15, 2013. Both UIMM.DE and IS3K.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 IS3K.DE.
Correlation
The correlation between UIMM.DE and IS3K.DE is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UIMM.DE vs. IS3K.DE - Performance Comparison
Key characteristics
UIMM.DE:
1.40
IS3K.DE:
2.12
UIMM.DE:
1.95
IS3K.DE:
3.42
UIMM.DE:
1.27
IS3K.DE:
1.46
UIMM.DE:
2.11
IS3K.DE:
5.07
UIMM.DE:
7.90
IS3K.DE:
15.35
UIMM.DE:
2.31%
IS3K.DE:
0.80%
UIMM.DE:
13.00%
IS3K.DE:
5.78%
UIMM.DE:
-32.43%
IS3K.DE:
-17.93%
UIMM.DE:
-2.26%
IS3K.DE:
-0.09%
Returns By Period
In the year-to-date period, UIMM.DE achieves a 1.58% return, which is significantly lower than IS3K.DE's 2.55% return. Over the past 10 years, UIMM.DE has outperformed IS3K.DE with an annualized return of 10.92%, while IS3K.DE has yielded a comparatively lower 5.01% annualized return.
UIMM.DE
1.58%
0.78%
15.06%
18.51%
11.58%
10.92%
IS3K.DE
2.55%
0.83%
10.14%
12.23%
5.17%
5.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UIMM.DE vs. IS3K.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than IS3K.DE's 0.45% expense ratio.
Risk-Adjusted Performance
UIMM.DE vs. IS3K.DE — Risk-Adjusted Performance Rank
UIMM.DE
IS3K.DE
UIMM.DE vs. IS3K.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 iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.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. IS3K.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.61%, less than IS3K.DE's 5.81% yield.
| 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 | 0.61% | 1.02% | 1.13% | 1.42% | 0.97% | 1.27% | 1.60% | 1.91% | 1.94% | 1.92% | 1.80% | 2.51% |
IS3K.DE iShares USD Short Duration High Yield Corporate Bond UCITS ETF | 5.81% | 5.96% | 5.19% | 4.12% | 3.55% | 4.32% | 4.70% | 4.78% | 4.97% | 5.17% | 4.61% | 3.17% |
Drawdowns
UIMM.DE vs. IS3K.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, which is greater than IS3K.DE's maximum drawdown of -17.93%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and IS3K.DE. For additional features, visit the drawdowns tool.
Volatility
UIMM.DE vs. IS3K.DE - Volatility Comparison
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) has a higher volatility of 4.83% compared to iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE) at 2.38%. This indicates that UIMM.DE's price experiences larger fluctuations and is considered to be riskier than IS3K.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.