UIMM.DE vs. UET5.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) are both exchange-traded funds - UIMM.DE is a Global Equities fund tracking the MSCI World SRI Low Carbon Select 5% Issuer Capped, while UET5.DE is a Europe Equities fund tracking the EURO STOXX® 50 ESG. Both are passively managed. Over the past 5 years, UIMM.DE returned 10.68%/yr vs 13.80%/yr for UET5.DE. A 0.77 correlation means they provide meaningful diversification when combined. UIMM.DE charges 0.22%/yr vs 0.10%/yr for UET5.DE.
Performance
UIMM.DE vs. UET5.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 higher than UET5.DE's 8.56% 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%
UET5.DE
- 1D
- 0.78%
- 1M
- 5.24%
- YTD
- 8.56%
- 6M
- 10.23%
- 1Y
- 19.15%
- 3Y*
- 18.86%
- 5Y*
- 13.80%
- 10Y*
- —
UIMM.DE vs. UET5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
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% | 14.74% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 8.56% | 25.92% | 12.78% | 25.36% | -9.35% | 26.94% | 0.18% | 15.08% |
Correlation
The correlation between UIMM.DE and UET5.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.77 |
The correlation between UIMM.DE and UET5.DE has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
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Return for Risk
UIMM.DE vs. UET5.DE — Risk / Return Rank
UIMM.DE
UET5.DE
UIMM.DE vs. UET5.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 (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.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 | UET5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.61 | +0.21 |
| Martin ratioReturn relative to average drawdown | 6.31 | 5.64 | +0.67 |
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 | UET5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.12 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.74 | +0.09 |
Drawdowns
UIMM.DE vs. UET5.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, smaller than the maximum UET5.DE drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and UET5.DE.
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Drawdown Indicators
| UIMM.DE | UET5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -37.03% | +4.60% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -11.81% | +2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -15.56% | -7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -23.13% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.35% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -4.98% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.39% | -0.59% |
Volatility
UIMM.DE vs. UET5.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 UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) has a volatility of 5.06%. This indicates that UIMM.DE experiences smaller price fluctuations and is considered to be less risky than UET5.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 | UET5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 5.06% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 13.82% | -4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 16.97% | -4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 17.27% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 19.69% | -4.19% |
UIMM.DE vs. UET5.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is higher than UET5.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. UET5.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, less than UET5.DE's 2.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 2.92% | 2.15% | 3.28% | 2.96% | 3.06% | 1.90% | 1.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 UET5.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UET5.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UET5.DE is cheaper with a 0.10% expense ratio, compared with 0.22% for UIMM.DE.
UIMM.DE is categorized as Global Equities, while UET5.DE is Europe Equities. UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while UET5.DE tracks EURO STOXX® 50 ESG. Their fees differ too: 0.22% for UIMM.DE and 0.10% for UET5.DE.
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