UIMP.DE vs. H412.DE
UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and H412.DE (HSBC USA Sustainable Equity UCITS ETF USD) are both Large Cap Blend Equities funds - UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while H412.DE tracks the FTSE USA ESG Low Carbon Select. Both are passively managed. Over the past 5 years, UIMP.DE returned 12.35%/yr vs 13.98%/yr for H412.DE. Their correlation of 0.91 suggests significant overlap in exposure. UIMP.DE charges 0.22%/yr vs 0.12%/yr for H412.DE.
Performance
UIMP.DE vs. H412.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMP.DE achieves a 14.22% return, which is significantly lower than H412.DE's 15.33% return.
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%
H412.DE
- 1D
- 0.46%
- 1M
- 7.70%
- YTD
- 15.33%
- 6M
- 15.89%
- 1Y
- 32.34%
- 3Y*
- 18.35%
- 5Y*
- 13.98%
- 10Y*
- —
UIMP.DE vs. H412.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% | 9.73% |
H412.DE HSBC USA Sustainable Equity UCITS ETF USD | 15.33% | 6.12% | 26.73% | 17.60% | -13.13% | 39.39% | 7.92% |
Correlation
The correlation between UIMP.DE and H412.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2020 | 0.91 |
The correlation between UIMP.DE and H412.DE has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
UIMP.DE vs. H412.DE — Risk / Return Rank
UIMP.DE
H412.DE
UIMP.DE vs. H412.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 HSBC USA Sustainable Equity UCITS ETF USD (H412.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 | H412.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.54 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 5.88 | -3.41 |
| Martin ratioReturn relative to average drawdown | 8.01 | 19.52 | -11.51 |
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 | H412.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 2.90 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.94 | -0.20 |
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 | 1.06 | -0.17 |
Drawdowns
UIMP.DE vs. H412.DE - Drawdown Comparison
The maximum UIMP.DE drawdown since its inception was -33.37%, which is greater than H412.DE's maximum drawdown of -24.35%. Use the drawdown chart below to compare losses from any high point for UIMP.DE and H412.DE.
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Drawdown Indicators
| UIMP.DE | H412.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -24.35% | -9.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -5.54% | -3.88% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -24.35% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -24.35% | -0.39% |
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% | -4.12% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 1.67% | +1.24% |
Volatility
UIMP.DE vs. H412.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 HSBC USA Sustainable Equity UCITS ETF USD (H412.DE) at 3.27%. This indicates that UIMP.DE's price experiences larger fluctuations and is considered to be riskier than H412.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 | H412.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.27% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 7.70% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.27% | 11.23% | +2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 14.70% | +1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 14.81% | +2.01% |
UIMP.DE vs. H412.DE - Expense Ratio Comparison
UIMP.DE has a 0.22% expense ratio, which is higher than H412.DE's 0.12% 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. H412.DE - Dividend Comparison
UIMP.DE's dividend yield for the trailing twelve months is around 0.42%, while H412.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
H412.DE HSBC USA Sustainable Equity UCITS ETF USD | 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
UIMP.DE and H412.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, H412.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H412.DE is cheaper with a 0.12% expense ratio, compared with 0.22% for UIMP.DE.
UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while H412.DE tracks FTSE USA ESG Low Carbon Select. They also come from different issuers: UBS and HSBC. Their fees differ too: 0.22% for UIMP.DE and 0.12% for H412.DE.
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