UIMM.DE vs. UBU7.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds from UBS - UIMM.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 10 years, UIMM.DE returned 11.94%/yr vs 12.53%/yr for UBU7.DE. With a 0.97 correlation, they move nearly in lockstep. UIMM.DE charges 0.22%/yr vs 0.10%/yr for UBU7.DE.
Performance
UIMM.DE vs. UBU7.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 UBU7.DE's 10.81% return. Both investments have delivered pretty close results over the past 10 years, with UIMM.DE having a 11.94% annualized return and UBU7.DE not far ahead at 12.53%.
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%
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UIMM.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UIMM.DE and UBU7.DE is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2012 | 0.97 |
The correlation between UIMM.DE and UBU7.DE has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.
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Return for Risk
UIMM.DE vs. UBU7.DE — Risk / Return Rank
UIMM.DE
UBU7.DE
UIMM.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 3.58 | -1.75 |
| Martin ratioReturn relative to average drawdown | 6.31 | 14.23 | -7.93 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.14 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.89 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.82 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.82 | +0.01 |
Drawdowns
UIMM.DE vs. UBU7.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, roughly equal to the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and UBU7.DE.
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Drawdown Indicators
| UIMM.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -33.84% | +1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -6.61% | -3.06% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -21.69% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -21.69% | -2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | -33.84% | +1.41% |
Current DrawdownCurrent decline from peak | 0.00% | -0.31% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -4.24% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.66% | +1.14% |
Volatility
UIMM.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UIMM.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 2.57% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 7.61% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 11.04% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 14.11% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 15.11% | +0.39% |
UIMM.DE vs. UBU7.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UIMM.DE vs. UBU7.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, less than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
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 0.92, UIMM.DE and UBU7.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, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.22% for UIMM.DE.
UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE tracks MSCI World. Their fees differ too: 0.22% for UIMM.DE and 0.10% for UBU7.DE.
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