UIMM.DE vs. ISPA.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds - UIMM.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, UIMM.DE returned 11.94%/yr vs 8.98%/yr for ISPA.DE. A 0.77 correlation means they provide meaningful diversification when combined. UIMM.DE charges 0.22%/yr vs 0.46%/yr for ISPA.DE.
Performance
UIMM.DE vs. ISPA.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 ISPA.DE's 13.48% return. Over the past 10 years, UIMM.DE has outperformed ISPA.DE with an annualized return of 11.94%, while ISPA.DE has yielded a comparatively lower 8.98% 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%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
UIMM.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between UIMM.DE and ISPA.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.77 |
The correlation between UIMM.DE and ISPA.DE shifts across timeframes, from 0.62 (3 years) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMM.DE vs. ISPA.DE — Risk / Return Rank
UIMM.DE
ISPA.DE
UIMM.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.63 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.62 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 8.10 | -6.27 |
| Martin ratioReturn relative to average drawdown | 6.31 | 28.73 | -22.42 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 3.35 | -1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.91 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.60 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.68 | +0.16 |
Drawdowns
UIMM.DE vs. ISPA.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and ISPA.DE.
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Drawdown Indicators
| UIMM.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -38.91% | +6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -3.63% | -6.04% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -15.10% | -7.50% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -15.10% | -8.61% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | -38.91% | +6.48% |
Current DrawdownCurrent decline from peak | 0.00% | -1.09% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -4.46% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.03% | +1.77% |
Volatility
UIMM.DE vs. ISPA.DE - Volatility Comparison
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) has a higher volatility of 3.21% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that UIMM.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 2.62% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 6.51% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 8.77% | +3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 12.00% | +3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 14.79% | +0.71% |
UIMM.DE vs. ISPA.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
UIMM.DE vs. ISPA.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
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 ISPA.DE have a correlation of 0.63, 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 0.46% for ISPA.DE.
UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.22% for UIMM.DE and 0.46% for ISPA.DE.
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