UIMP.DE vs. IQQN.DE
UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and IQQN.DE (iShares MSCI North America UCITS ETF) are both Large Cap Blend Equities funds - UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while IQQN.DE tracks the MSCI North America. Both are passively managed. Over the past 10 years, UIMP.DE returned 14.71%/yr vs 14.56%/yr for IQQN.DE. Their correlation of 0.93 suggests significant overlap in exposure. UIMP.DE charges 0.22%/yr vs 0.40%/yr for IQQN.DE.
Performance
UIMP.DE vs. IQQN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMP.DE achieves a 15.73% return, which is significantly higher than IQQN.DE's 10.41% return. Both investments have delivered pretty close results over the past 10 years, with UIMP.DE having a 14.71% annualized return and IQQN.DE not far behind at 14.56%.
UIMP.DE
- 1D
- -0.18%
- 1M
- 3.59%
- YTD
- 15.73%
- 6M
- 16.07%
- 1Y
- 25.88%
- 3Y*
- 16.74%
- 5Y*
- 11.85%
- 10Y*
- 14.71%
IQQN.DE
- 1D
- -0.92%
- 1M
- 0.29%
- YTD
- 10.41%
- 6M
- 10.72%
- 1Y
- 24.25%
- 3Y*
- 18.66%
- 5Y*
- 13.01%
- 10Y*
- 14.56%
UIMP.DE vs. IQQN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 15.73% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 33.09% | 0.15% | 7.18% |
IQQN.DE iShares MSCI North America UCITS ETF | 10.41% | 4.95% | 31.43% | 22.31% | -15.50% | 38.10% | 8.53% | 34.22% | -2.32% | 6.17% |
Correlation
The correlation between UIMP.DE and IQQN.DE is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2011 | 0.93 |
The correlation between UIMP.DE and IQQN.DE has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
UIMP.DE vs. IQQN.DE — Risk / Return Rank
UIMP.DE
IQQN.DE
UIMP.DE vs. IQQN.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 North America UCITS ETF (IQQN.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.
| UIMP.DE | IQQN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 3.34 | -0.61 |
| Martin ratioReturn relative to average drawdown | 8.82 | 11.68 | -2.86 |
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Drawdowns
UIMP.DE vs. IQQN.DE - Drawdown Comparison
The maximum UIMP.DE drawdown since its inception was -33.37%, smaller than the maximum IQQN.DE drawdown of -52.40%. Use the drawdown chart below to compare losses from any high point for UIMP.DE and IQQN.DE.
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Drawdown Indicators
| UIMP.DE | IQQN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -52.40% | +19.03% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -7.22% | -2.20% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -23.46% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -23.46% | -1.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -34.38% | +1.01% |
Current DrawdownCurrent decline from peak | -0.31% | -0.95% | +0.64% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -9.12% | +1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.07% | +0.86% |
Volatility
UIMP.DE vs. IQQN.DE - Volatility Comparison
UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) has a higher volatility of 4.04% compared to iShares MSCI North America UCITS ETF (IQQN.DE) at 3.30%. This indicates that UIMP.DE's price experiences larger fluctuations and is considered to be riskier than IQQN.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 | IQQN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 3.30% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 8.01% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.63% | 11.88% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 15.29% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.87% | 16.10% | +0.77% |
UIMP.DE vs. IQQN.DE - Expense Ratio Comparison
UIMP.DE has a 0.22% expense ratio, which is lower than IQQN.DE's 0.40% expense ratio.
Dividends
UIMP.DE vs. IQQN.DE - Dividend Comparison
UIMP.DE's dividend yield for the trailing twelve months is around 0.41%, less than IQQN.DE's 0.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQN.DE iShares MSCI North America UCITS ETF | 0.60% | 0.68% | 0.75% | 0.99% | 1.15% | 0.73% | 1.09% | 1.22% | 1.42% | 1.34% | 1.37% | 1.53% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.41% | 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 0.90, UIMP.DE and IQQN.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, UIMP.DE is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMP.DE is cheaper with a 0.22% expense ratio, compared with 0.40% for IQQN.DE.
UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while IQQN.DE tracks MSCI North America. They also come from different issuers: UBS and iShares. Their fees differ too: 0.22% for UIMP.DE and 0.40% for IQQN.DE.
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