UIMM.DE vs. XDEM.DE
UIMM.DE (UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis) and XDEM.DE (Xtrackers MSCI World Momentum Factor UCITS ETF 1C) are both exchange-traded funds - UIMM.DE is a Global Equities fund tracking the MSCI World SRI Low Carbon Select 5% Issuer Capped, while XDEM.DE is a Momentum fund tracking the MSCI World Momentum Index. Both are passively managed. Over the past 10 years, UIMM.DE returned 12.67%/yr vs 16.73%/yr for XDEM.DE. Their correlation of 0.87 suggests significant overlap in exposure. UIMM.DE charges 0.22%/yr vs 0.25%/yr for XDEM.DE.
Performance
UIMM.DE vs. XDEM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMM.DE achieves a 11.95% return, which is significantly lower than XDEM.DE's 29.03% return. Over the past 10 years, UIMM.DE has underperformed XDEM.DE with an annualized return of 12.67%, while XDEM.DE has yielded a comparatively higher 16.73% annualized return.
UIMM.DE
- 1D
- -0.13%
- 1M
- 3.81%
- YTD
- 11.95%
- 6M
- 12.06%
- 1Y
- 21.69%
- 3Y*
- 15.28%
- 5Y*
- 10.35%
- 10Y*
- 12.67%
XDEM.DE
- 1D
- 1.63%
- 1M
- 6.79%
- YTD
- 29.03%
- 6M
- 28.98%
- 1Y
- 40.31%
- 3Y*
- 28.45%
- 5Y*
- 15.28%
- 10Y*
- 16.73%
UIMM.DE vs. XDEM.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 | 11.95% | 1.51% | 23.16% | 24.91% | -20.53% | 36.36% | 7.59% | 32.00% | -3.62% | 8.52% |
XDEM.DE Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 29.03% | 8.09% | 38.22% | 8.18% | -13.65% | 24.74% | 16.54% | 31.58% | 0.81% | 16.07% |
Correlation
The correlation between UIMM.DE and XDEM.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 5, 2014 | 0.87 |
The correlation between UIMM.DE and XDEM.DE shifts across timeframes, from 0.75 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMM.DE vs. XDEM.DE — Risk / Return Rank
UIMM.DE
XDEM.DE
UIMM.DE vs. XDEM.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 Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UIMM.DE | XDEM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.40 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 4.45 | -2.19 |
| Martin ratioReturn relative to average drawdown | 7.93 | 16.95 | -9.01 |
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Drawdowns
UIMM.DE vs. XDEM.DE - Drawdown Comparison
The maximum UIMM.DE drawdown since its inception was -33.54%, which is greater than XDEM.DE's maximum drawdown of -30.94%. Use the drawdown chart below to compare losses from any high point for UIMM.DE and XDEM.DE.
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Drawdown Indicators
| UIMM.DE | XDEM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.54% | -30.94% | -2.60% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -9.01% | -0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -23.51% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -23.51% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | -30.94% | -1.49% |
Current DrawdownCurrent decline from peak | -0.74% | -1.24% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -7.38% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.37% | +0.36% |
Volatility
UIMM.DE vs. XDEM.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UIMM.DE) is 3.66%, while Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE) has a volatility of 6.97%. This indicates that UIMM.DE experiences smaller price fluctuations and is considered to be less risky than XDEM.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 | XDEM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 6.97% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 15.01% | -5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 17.90% | -4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 17.51% | -2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 18.14% | -2.66% |
UIMM.DE vs. XDEM.DE - Expense Ratio Comparison
UIMM.DE has a 0.22% expense ratio, which is lower than XDEM.DE's 0.25% expense ratio. Despite the difference, 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. XDEM.DE - Dividend Comparison
UIMM.DE's dividend yield for the trailing twelve months is around 0.84%, while XDEM.DE has not paid dividends to shareholders.
| 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 | 0.84% | 1.02% | 1.02% | 1.13% | 1.42% | 0.97% | 1.27% | 1.60% | 1.91% | 1.94% | 1.92% | 1.80% |
XDEM.DE Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UIMM.DE and XDEM.DE have a correlation of 0.75, 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 0.25% for XDEM.DE.
UIMM.DE is categorized as Global Equities, while XDEM.DE is Momentum. UIMM.DE tracks MSCI World SRI Low Carbon Select 5% Issuer Capped, while XDEM.DE tracks MSCI World Momentum Index. They also come from different issuers: UBS and DWS. Their fees differ too: 0.22% for UIMM.DE and 0.25% for XDEM.DE.
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