UIMP.DE vs. VNRT.DE
UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and VNRT.DE (Vanguard FTSE North America UCITS ETF Distributing) are both Large Cap Blend Equities funds - UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped while VNRT.DE tracks the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, UIMP.DE returned 12.35%/yr vs 14.33%/yr for VNRT.DE. Their correlation of 0.95 suggests significant overlap in exposure. UIMP.DE charges 0.22%/yr vs 0.10%/yr for VNRT.DE.
Performance
UIMP.DE vs. VNRT.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 VNRT.DE's 11.18% 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%
VNRT.DE
- 1D
- -0.06%
- 1M
- 4.58%
- YTD
- 11.18%
- 6M
- 10.72%
- 1Y
- 25.15%
- 3Y*
- 19.05%
- 5Y*
- 14.33%
- 10Y*
- —
UIMP.DE vs. VNRT.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% | 3.26% |
VNRT.DE Vanguard FTSE North America UCITS ETF Distributing | 11.18% | 5.38% | 31.91% | 22.71% | -15.21% | 38.59% | 8.35% | 34.70% | -1.98% | 2.78% |
Correlation
The correlation between UIMP.DE and VNRT.DE is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2017 | 0.95 |
The correlation between UIMP.DE and VNRT.DE has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.
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Return for Risk
UIMP.DE vs. VNRT.DE — Risk / Return Rank
UIMP.DE
VNRT.DE
UIMP.DE vs. VNRT.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 Vanguard FTSE North America UCITS ETF Distributing (VNRT.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 | VNRT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.41 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 3.55 | -1.08 |
| Martin ratioReturn relative to average drawdown | 8.01 | 12.68 | -4.67 |
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 | VNRT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 2.20 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.93 | -0.19 |
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 | 0.87 | +0.02 |
Drawdowns
UIMP.DE vs. VNRT.DE - Drawdown Comparison
The maximum UIMP.DE drawdown since its inception was -33.37%, roughly equal to the maximum VNRT.DE drawdown of -34.52%. Use the drawdown chart below to compare losses from any high point for UIMP.DE and VNRT.DE.
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Drawdown Indicators
| UIMP.DE | VNRT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -34.52% | +1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -7.10% | -2.32% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -23.32% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -23.32% | -1.42% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | — | — |
Current DrawdownCurrent decline from peak | -0.69% | -0.35% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -4.44% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 1.99% | +0.92% |
Volatility
UIMP.DE vs. VNRT.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 Vanguard FTSE North America UCITS ETF Distributing (VNRT.DE) at 2.64%. This indicates that UIMP.DE's price experiences larger fluctuations and is considered to be riskier than VNRT.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 | VNRT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 2.64% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 7.50% | +2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.27% | 11.47% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 15.27% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 16.82% | 0.00% |
UIMP.DE vs. VNRT.DE - Expense Ratio Comparison
UIMP.DE has a 0.22% expense ratio, which is higher than VNRT.DE's 0.10% 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. VNRT.DE - Dividend Comparison
UIMP.DE's dividend yield for the trailing twelve months is around 0.42%, less than VNRT.DE's 0.88% yield.
| 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% |
VNRT.DE Vanguard FTSE North America UCITS ETF Distributing | 0.88% | 0.98% | 0.99% | 1.25% | 1.46% | 1.00% | 1.42% | 1.43% | 1.78% | 0.41% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, UIMP.DE and VNRT.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, VNRT.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VNRT.DE is cheaper with a 0.10% expense ratio, compared with 0.22% for UIMP.DE.
UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped, while VNRT.DE tracks Russell 1000 TR USD. They also come from different issuers: UBS and Vanguard. Their fees differ too: 0.22% for UIMP.DE and 0.10% for VNRT.DE.
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