UIMM.DE vs. IUSD.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and IUSD.DE (iShares MSCI World Islamic UCITS ETF USD (Dist)) are both Global Equities funds - UIMM.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while IUSD.DE tracks the MSCI World Islamic Index. Both are passively managed. Over the past 10 years, UIMM.DE returned 11.94%/yr vs 11.00%/yr for IUSD.DE. A 0.65 correlation means they provide meaningful diversification when combined. UIMM.DE charges 0.22%/yr vs 0.60%/yr for IUSD.DE.
Performance
UIMM.DE vs. IUSD.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 IUSD.DE's 20.34% return. Over the past 10 years, UIMM.DE has outperformed IUSD.DE with an annualized return of 11.94%, while IUSD.DE has yielded a comparatively lower 11.00% 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%
IUSD.DE
- 1D
- -0.49%
- 1M
- 7.71%
- YTD
- 20.34%
- 6M
- 20.25%
- 1Y
- 34.31%
- 3Y*
- 15.20%
- 5Y*
- 19.36%
- 10Y*
- 11.00%
UIMM.DE vs. IUSD.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% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 20.34% | 6.31% | 11.81% | 63.24% | 2.81% | 1.82% | 1.56% | 1.97% | -2.89% | 4.32% |
Correlation
The correlation between UIMM.DE and IUSD.DE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.65 |
Over the past year, UIMM.DE and IUSD.DE have become more correlated (0.91) than their long-term average of 0.65, meaning their price movements have been converging.
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Return for Risk
UIMM.DE vs. IUSD.DE — Risk / Return Rank
UIMM.DE
IUSD.DE
UIMM.DE vs. IUSD.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 Islamic UCITS ETF USD (Dist) (IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.49 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 7.08 | -5.26 |
| Martin ratioReturn relative to average drawdown | 6.31 | 22.57 | -16.26 |
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 | IUSD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.74 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.83 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.64 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.63 | +0.20 |
Drawdowns
UIMM.DE vs. IUSD.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, which is greater than IUSD.DE's maximum drawdown of -23.82%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and IUSD.DE.
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Drawdown Indicators
| UIMM.DE | IUSD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -23.82% | -8.61% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -4.81% | -4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -22.97% | +0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -22.97% | -0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | -22.97% | -9.46% |
Current DrawdownCurrent decline from peak | 0.00% | -0.49% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -3.61% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.51% | +1.29% |
Volatility
UIMM.DE vs. IUSD.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 Islamic UCITS ETF USD (Dist) (IUSD.DE) has a volatility of 3.98%. This indicates that UIMM.DE experiences smaller price fluctuations and is considered to be less risky than IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 3.98% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.09% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 12.41% | +0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 23.09% | -7.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 16.93% | -1.43% |
UIMM.DE vs. IUSD.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than IUSD.DE's 0.60% expense ratio.
Dividends
UIMM.DE vs. IUSD.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, more than IUSD.DE's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 0.81% | 1.00% | 1.26% | 1.47% | 2.75% | 1.80% | 1.55% | 1.94% | 1.57% | 1.45% | 1.45% | 1.60% |
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
With a correlation of 0.91, UIMM.DE and IUSD.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.60% for IUSD.DE.
UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while IUSD.DE tracks MSCI World Islamic Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.22% for UIMM.DE and 0.60% for IUSD.DE.
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