UIMM.DE vs. VDIV.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and VDIV.DE (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both Global Equities funds - UIMM.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while VDIV.DE tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 5 years, UIMM.DE returned 10.68%/yr vs 17.51%/yr for VDIV.DE. A 0.67 correlation means they provide meaningful diversification when combined. UIMM.DE charges 0.22%/yr vs 0.38%/yr for VDIV.DE.
Performance
UIMM.DE vs. VDIV.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with UIMM.DE having a 9.75% return and VDIV.DE slightly higher at 9.79%.
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%
VDIV.DE
- 1D
- 0.23%
- 1M
- 0.01%
- YTD
- 9.79%
- 6M
- 12.73%
- 1Y
- 25.64%
- 3Y*
- 19.95%
- 5Y*
- 17.51%
- 10Y*
- —
UIMM.DE vs. VDIV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -4.93% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 9.79% | 24.55% | 15.67% | 11.47% | 15.47% | 27.92% | -11.00% | 23.04% | -3.07% |
Correlation
The correlation between UIMM.DE and VDIV.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2018 | 0.67 |
Over the past year, the correlation between UIMM.DE and VDIV.DE has dropped to 0.40 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
UIMM.DE vs. VDIV.DE — Risk / Return Rank
UIMM.DE
VDIV.DE
UIMM.DE vs. VDIV.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.51 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 6.94 | -5.11 |
| Martin ratioReturn relative to average drawdown | 6.31 | 20.46 | -14.15 |
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 | VDIV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.73 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 1.45 | -0.76 |
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 | 0.94 | -0.11 |
Drawdowns
UIMM.DE vs. VDIV.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, smaller than the maximum VDIV.DE drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and VDIV.DE.
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Drawdown Indicators
| UIMM.DE | VDIV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -36.12% | +3.69% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -3.68% | -5.99% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -15.12% | -7.48% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -15.12% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.39% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -4.22% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.25% | +1.55% |
Volatility
UIMM.DE vs. VDIV.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) at 2.82%. This indicates that UIMM.DE's price experiences larger fluctuations and is considered to be riskier than VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 2.82% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 6.79% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 9.36% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 11.92% | +3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 15.36% | +0.14% |
UIMM.DE vs. VDIV.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than VDIV.DE's 0.38% expense ratio.
Dividends
UIMM.DE vs. VDIV.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, less than VDIV.DE's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.19% | 3.58% | 4.19% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UIMM.DE and VDIV.DE have a correlation of 0.40, 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 0.38% for VDIV.DE.
UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while VDIV.DE tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: UBS and VanEck. Their fees differ too: 0.22% for UIMM.DE and 0.38% for VDIV.DE.
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