UIMM.DE vs. VGWD.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and VGWD.DE (Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing) are both Global Equities funds - UIMM.DE tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped while VGWD.DE tracks the FTSE All-World High Dividend Yield index. Both are passively managed. Over the past 5 years, UIMM.DE returned 10.68%/yr vs 11.49%/yr for VGWD.DE. Their correlation of 0.82 suggests significant overlap in exposure. UIMM.DE charges 0.22%/yr vs 0.29%/yr for VGWD.DE.
Performance
UIMM.DE vs. VGWD.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 VGWD.DE's 12.49% 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%
VGWD.DE
- 1D
- 0.19%
- 1M
- 3.35%
- YTD
- 12.49%
- 6M
- 14.15%
- 1Y
- 25.00%
- 3Y*
- 15.87%
- 5Y*
- 11.49%
- 10Y*
- —
UIMM.DE vs. VGWD.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% | 2.23% |
VGWD.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing | 12.49% | 13.16% | 15.75% | 7.29% | 0.08% | 27.90% | -9.60% | 25.03% | -8.03% | 1.24% |
Correlation
The correlation between UIMM.DE and VGWD.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2017 | 0.82 |
The correlation between UIMM.DE and VGWD.DE has been stable across timeframes, ranging from 0.73 to 0.82 - a consistent structural relationship.
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Return for Risk
UIMM.DE vs. VGWD.DE — Risk / Return Rank
UIMM.DE
VGWD.DE
UIMM.DE vs. VGWD.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 Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VGWD.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 | VGWD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.50 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 4.28 | -2.45 |
| Martin ratioReturn relative to average drawdown | 6.31 | 16.37 | -10.06 |
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 | VGWD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.70 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.99 | -0.30 |
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 | 0.64 | +0.19 |
Drawdowns
UIMM.DE vs. VGWD.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -32.43%, smaller than the maximum VGWD.DE drawdown of -34.57%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and VGWD.DE.
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Drawdown Indicators
| UIMM.DE | VGWD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -34.57% | +2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -5.82% | -3.85% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -16.86% | -5.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -16.86% | -6.85% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.32% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -4.05% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.52% | +1.28% |
Volatility
UIMM.DE vs. VGWD.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 Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VGWD.DE) at 2.33%. This indicates that UIMM.DE's price experiences larger fluctuations and is considered to be riskier than VGWD.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 | VGWD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 2.33% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 6.95% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 9.21% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 11.52% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 14.23% | +1.27% |
UIMM.DE vs. VGWD.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than VGWD.DE's 0.29% expense ratio.
Dividends
UIMM.DE vs. VGWD.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.86%, less than VGWD.DE's 2.49% 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% |
VGWD.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing | 2.49% | 2.84% | 3.05% | 3.39% | 3.78% | 3.03% | 3.08% | 3.21% | 3.70% | 0.58% | 0.00% | 0.00% |
Frequently Asked Questions
UIMM.DE and VGWD.DE have a correlation of 0.73, 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 0.29% for VGWD.DE.
UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while VGWD.DE tracks FTSE All-World High Dividend Yield index. They also come from different issuers: UBS and Vanguard. Their fees differ too: 0.22% for UIMM.DE and 0.29% for VGWD.DE.
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