UIMP.DE vs. UBUR.DE
UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds from UBS - UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 10 years, UIMP.DE returned 14.71%/yr vs 9.24%/yr for UBUR.DE. A 0.73 correlation means they provide meaningful diversification when combined. UIMP.DE charges 0.22%/yr vs 0.18%/yr for UBUR.DE.
Performance
UIMP.DE vs. UBUR.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 UBUR.DE's 5.99% return. Over the past 10 years, UIMP.DE has outperformed UBUR.DE with an annualized return of 14.71%, while UBUR.DE has yielded a comparatively lower 9.24% annualized return.
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%
UBUR.DE
- 1D
- -0.03%
- 1M
- 3.23%
- YTD
- 5.99%
- 6M
- 6.88%
- 1Y
- 6.70%
- 3Y*
- 8.11%
- 5Y*
- 7.54%
- 10Y*
- 9.24%
UIMP.DE vs. UBUR.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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 5.99% | -5.50% | 20.30% | 3.14% | -1.97% | 35.27% | -5.38% | 32.02% | 2.78% | 2.01% |
Correlation
The correlation between UIMP.DE and UBUR.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.73 |
Over the past year, the correlation between UIMP.DE and UBUR.DE has dropped to 0.12 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.
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Return for Risk
UIMP.DE vs. UBUR.DE — Risk / Return Rank
UIMP.DE
UBUR.DE
UIMP.DE vs. UBUR.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) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 0.86 | +1.88 |
| Martin ratioReturn relative to average drawdown | 8.82 | 2.03 | +6.79 |
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Drawdowns
UIMP.DE vs. UBUR.DE - Drawdown Comparison
The maximum UIMP.DE drawdown since its inception was -33.37%, smaller than the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for UIMP.DE and UBUR.DE.
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Drawdown Indicators
| UIMP.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -35.34% | +1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -7.81% | -1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -14.40% | -10.34% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -14.40% | -10.34% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -35.34% | +1.97% |
Current DrawdownCurrent decline from peak | -0.31% | -6.37% | +6.06% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -5.83% | -2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 3.30% | -0.37% |
Volatility
UIMP.DE vs. UBUR.DE - Volatility Comparison
UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) and UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) have volatilities of 4.04% and 4.18%, 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 | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 4.18% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 7.74% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.63% | 10.59% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 12.43% | +4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.87% | 14.14% | +2.73% |
UIMP.DE vs. UBUR.DE - Expense Ratio Comparison
UIMP.DE has a 0.22% expense ratio, which is higher than UBUR.DE's 0.18% 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. UBUR.DE - Dividend Comparison
UIMP.DE's dividend yield for the trailing twelve months is around 0.41%, less than UBUR.DE's 1.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.79% | 2.04% | 1.57% | 1.52% | 1.37% | 1.09% | 1.84% | 1.58% | 1.66% | 1.70% | 1.45% | 0.00% |
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
UIMP.DE and UBUR.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.DE is cheaper with a 0.18% expense ratio, compared with 0.22% for UIMP.DE.
UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. Their fees differ too: 0.22% for UIMP.DE and 0.18% for UBUR.DE.
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