UIMP.DE vs. 36B6.DE
UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and 36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) are both Large Cap Blend Equities funds - UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, UIMP.DE returned 12.35%/yr vs 12.25%/yr for 36B6.DE. With a 0.98 correlation, they move nearly in lockstep. UIMP.DE charges 0.22%/yr vs 0.20%/yr for 36B6.DE.
Performance
UIMP.DE vs. 36B6.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with UIMP.DE having a 14.22% return and 36B6.DE slightly higher at 14.86%.
UIMP.DE
- 1D
- -0.69%
- 1M
- 6.43%
- YTD
- 14.22%
- 6M
- 13.02%
- 1Y
- 23.41%
- 3Y*
- 16.45%
- 5Y*
- 12.35%
- 10Y*
- 14.21%
36B6.DE
- 1D
- 0.12%
- 1M
- 4.77%
- YTD
- 14.86%
- 6M
- 14.34%
- 1Y
- 22.45%
- 3Y*
- 14.59%
- 5Y*
- 12.25%
- 10Y*
- —
UIMP.DE vs. 36B6.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 14.22% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 18.96% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 14.86% | -0.74% | 20.34% | 20.20% | -14.25% | 43.41% | 13.54% | 20.91% |
Correlation
The correlation between UIMP.DE and 36B6.DE is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.98 |
The correlation between UIMP.DE and 36B6.DE has been stable across timeframes, ranging from 0.95 to 0.98 - a consistent structural relationship.
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Return for Risk
UIMP.DE vs. 36B6.DE — Risk / Return Rank
UIMP.DE
36B6.DE
UIMP.DE vs. 36B6.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.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.
| UIMP.DE | 36B6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 3.10 | -0.63 |
| Martin ratioReturn relative to average drawdown | 8.01 | 10.29 | -2.28 |
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
| UIMP.DE | 36B6.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 1.76 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.78 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.86 | +0.03 |
Drawdowns
UIMP.DE vs. 36B6.DE - Drawdown Comparison
The maximum UIMP.DE drawdown since its inception was -33.37%, roughly equal to the maximum 36B6.DE drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for UIMP.DE and 36B6.DE.
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Drawdown Indicators
| UIMP.DE | 36B6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -34.21% | +0.84% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -7.21% | -2.21% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -23.75% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -23.75% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | — | — |
Current DrawdownCurrent decline from peak | -0.69% | 0.00% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -4.98% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.17% | +0.74% |
Volatility
UIMP.DE vs. 36B6.DE - Volatility Comparison
UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) has a higher volatility of 3.98% compared to iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) at 3.79%. This indicates that UIMP.DE's price experiences larger fluctuations and is considered to be riskier than 36B6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMP.DE | 36B6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.79% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 9.08% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.27% | 12.71% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 15.45% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 17.54% | -0.72% |
UIMP.DE vs. 36B6.DE - Expense Ratio Comparison
UIMP.DE has a 0.22% expense ratio, which is higher than 36B6.DE's 0.20% 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
UIMP.DE vs. 36B6.DE - Dividend Comparison
UIMP.DE's dividend yield for the trailing twelve months is around 0.42%, less than 36B6.DE's 0.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.85% | 0.97% | 1.10% | 1.27% | 1.40% | 0.91% | 1.05% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.42% | 0.82% | 0.70% | 0.75% | 0.92% | 0.62% | 0.90% | 0.97% | 1.03% | 1.25% | 1.26% | 1.25% |
Frequently Asked Questions
With a correlation of 0.95, UIMP.DE and 36B6.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, 36B6.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36B6.DE is cheaper with a 0.20% expense ratio, compared with 0.22% for UIMP.DE.
UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while 36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: UBS and iShares. Their fees differ too: 0.22% for UIMP.DE and 0.20% for 36B6.DE.
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