UIMP.DE vs. 4UBI.DE
UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and 4UBI.DE (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc) are both Large Cap Blend Equities funds from UBS tracking the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, UIMP.DE returned 12.35%/yr vs 12.60%/yr for 4UBI.DE. With a 1.00 correlation, they move nearly in lockstep. UIMP.DE charges 0.22%/yr vs 0.19%/yr for 4UBI.DE.
Performance
UIMP.DE vs. 4UBI.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 4UBI.DE slightly higher at 14.39%.
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%
4UBI.DE
- 1D
- -0.66%
- 1M
- 6.42%
- YTD
- 14.39%
- 6M
- 13.20%
- 1Y
- 23.80%
- 3Y*
- 16.69%
- 5Y*
- 12.60%
- 10Y*
- —
UIMP.DE vs. 4UBI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
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% | 18.40% |
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 14.39% | -1.05% | 26.19% | 28.05% | -21.21% | 43.58% | 18.50% |
Correlation
The correlation between UIMP.DE and 4UBI.DE is 0.98 - 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 | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since May 7, 2020 | 1.00 |
The correlation between UIMP.DE and 4UBI.DE has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.
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Return for Risk
UIMP.DE vs. 4UBI.DE — Risk / Return Rank
UIMP.DE
4UBI.DE
UIMP.DE vs. 4UBI.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 UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.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 | 4UBI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.29 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 1.17 | +1.30 |
| Martin ratioReturn relative to average drawdown | 8.01 | 2.16 | +5.85 |
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 | 4UBI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 0.93 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.65 | +0.09 |
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 | 0.84 | +0.06 |
Drawdowns
UIMP.DE vs. 4UBI.DE - Drawdown Comparison
The maximum UIMP.DE drawdown since its inception was -33.37%, which is greater than 4UBI.DE's maximum drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for UIMP.DE and 4UBI.DE.
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Drawdown Indicators
| UIMP.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -24.63% | -8.74% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -20.21% | +10.79% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -24.63% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -24.63% | -0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | — | — |
Current DrawdownCurrent decline from peak | -0.69% | -2.14% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -7.53% | +2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 10.95% | -8.04% |
Volatility
UIMP.DE vs. 4UBI.DE - Volatility Comparison
UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) have volatilities of 3.98% and 3.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMP.DE | 4UBI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.91% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 9.67% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.27% | 25.41% | -12.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 19.14% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 18.82% | -2.00% |
UIMP.DE vs. 4UBI.DE - Expense Ratio Comparison
UIMP.DE has a 0.22% expense ratio, which is higher than 4UBI.DE's 0.19% 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. 4UBI.DE - Dividend Comparison
UIMP.DE's dividend yield for the trailing twelve months is around 0.42%, while 4UBI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBI.DE UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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 0.98, UIMP.DE and 4UBI.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, 4UBI.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBI.DE is cheaper with a 0.19% expense ratio, compared with 0.22% for UIMP.DE.
Both ETFs track MSCI USA SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.22% for UIMP.DE and 0.19% for 4UBI.DE.
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