UIMP.DE vs. USCP.DE
UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and USCP.DE (Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR)) are both Large Cap Blend Equities funds - UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while USCP.DE tracks the Shiller Barclays CAPE® US Sector Value. Both are passively managed. Over the past 10 years, UIMP.DE returned 14.21%/yr vs 13.23%/yr for USCP.DE. Their correlation of 0.89 suggests significant overlap in exposure. UIMP.DE charges 0.22%/yr vs 0.65%/yr for USCP.DE.
Performance
UIMP.DE vs. USCP.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 higher than USCP.DE's 1.13% return. Over the past 10 years, UIMP.DE has outperformed USCP.DE with an annualized return of 14.21%, while USCP.DE has yielded a comparatively lower 13.23% annualized 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%
USCP.DE
- 1D
- 1.28%
- 1M
- -0.01%
- YTD
- 1.13%
- 6M
- 1.02%
- 1Y
- 5.41%
- 3Y*
- 9.33%
- 5Y*
- 9.75%
- 10Y*
- 13.23%
UIMP.DE vs. USCP.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 | 14.22% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 33.09% | 0.05% | 7.29% |
USCP.DE Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR) | 1.13% | -3.26% | 22.70% | 25.56% | -10.80% | 38.73% | 7.54% | 33.98% | 0.41% | 5.39% |
Correlation
The correlation between UIMP.DE and USCP.DE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 2015 | 0.89 |
Over the past year, the correlation between UIMP.DE and USCP.DE has dropped to 0.60 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
UIMP.DE vs. USCP.DE — Risk / Return Rank
UIMP.DE
USCP.DE
UIMP.DE vs. USCP.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 Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR) (USCP.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 | USCP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.25 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.09 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 0.72 | +1.75 |
| Martin ratioReturn relative to average drawdown | 8.01 | 2.18 | +5.83 |
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 | USCP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 0.51 | +1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.82 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.74 | +0.15 |
Drawdowns
UIMP.DE vs. USCP.DE - Drawdown Comparison
The maximum UIMP.DE drawdown since its inception was -33.37%, roughly equal to the maximum USCP.DE drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for UIMP.DE and USCP.DE.
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Drawdown Indicators
| UIMP.DE | USCP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -34.80% | +1.43% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -7.04% | -2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -19.22% | -5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -19.22% | -5.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -34.80% | +1.43% |
Current DrawdownCurrent decline from peak | -0.69% | -7.42% | +6.73% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -4.90% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.34% | +0.57% |
Volatility
UIMP.DE vs. USCP.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 Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR) (USCP.DE) at 3.16%. This indicates that UIMP.DE's price experiences larger fluctuations and is considered to be riskier than USCP.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 | USCP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.16% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 7.23% | +2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.27% | 10.00% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 14.46% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 16.11% | +0.71% |
UIMP.DE vs. USCP.DE - Expense Ratio Comparison
UIMP.DE has a 0.22% expense ratio, which is lower than USCP.DE's 0.65% expense ratio.
Dividends
UIMP.DE vs. USCP.DE - Dividend Comparison
UIMP.DE's dividend yield for the trailing twelve months is around 0.42%, while USCP.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
USCP.DE Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UIMP.DE and USCP.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.65% for USCP.DE.
UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while USCP.DE tracks Shiller Barclays CAPE® US Sector Value. They also come from different issuers: UBS and Natixis. Their fees differ too: 0.22% for UIMP.DE and 0.65% for USCP.DE.
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