UIMR.DE vs. 18M2.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and 18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while 18M2.DE tracks the MSCI EMU High Dividend Yield. Both are passively managed. Over the past 10 years, UIMR.DE returned 9.02%/yr vs 8.26%/yr for 18M2.DE. Their correlation of 0.84 suggests significant overlap in exposure. UIMR.DE charges 0.20%/yr vs 0.30%/yr for 18M2.DE.
Performance
UIMR.DE vs. 18M2.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UIMR.DE having a 7.06% return and 18M2.DE slightly lower at 6.76%. Over the past 10 years, UIMR.DE has outperformed 18M2.DE with an annualized return of 9.02%, while 18M2.DE has yielded a comparatively lower 8.26% annualized return.
UIMR.DE
- 1D
- 0.40%
- 1M
- 6.21%
- YTD
- 7.06%
- 6M
- 8.74%
- 1Y
- 10.15%
- 3Y*
- 12.58%
- 5Y*
- 7.07%
- 10Y*
- 9.02%
18M2.DE
- 1D
- 0.32%
- 1M
- -0.40%
- YTD
- 6.76%
- 6M
- 8.83%
- 1Y
- 15.64%
- 3Y*
- 12.13%
- 5Y*
- 8.90%
- 10Y*
- 8.26%
UIMR.DE vs. 18M2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIMR.DE UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 7.06% | 14.40% | 12.70% | 12.99% | -15.85% | 21.22% | -0.84% | 31.79% | -8.67% | 14.91% |
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 6.76% | 21.49% | 3.36% | 16.14% | -6.47% | 16.02% | -6.39% | 24.91% | -4.44% | 7.99% |
Correlation
The correlation between UIMR.DE and 18M2.DE is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.84 |
The correlation between UIMR.DE and 18M2.DE shifts across timeframes, from 0.70 (1 year) to 0.85 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
UIMR.DE vs. 18M2.DE — Risk / Return Rank
UIMR.DE
18M2.DE
UIMR.DE vs. 18M2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) and Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.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.
| UIMR.DE | 18M2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 2.55 | -1.65 |
| Martin ratioReturn relative to average drawdown | 3.08 | 6.71 | -3.63 |
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
| UIMR.DE | 18M2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.49 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.66 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.53 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.44 | +0.21 |
Drawdowns
UIMR.DE vs. 18M2.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, roughly equal to the maximum 18M2.DE drawdown of -37.06%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and 18M2.DE.
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Drawdown Indicators
| UIMR.DE | 18M2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -37.06% | -0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -6.19% | -4.98% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -14.68% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -20.81% | -5.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -37.06% | -0.49% |
Current DrawdownCurrent decline from peak | -0.49% | -1.44% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -6.42% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.36% | +0.93% |
Volatility
UIMR.DE vs. 18M2.DE - Volatility Comparison
UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) has a higher volatility of 4.46% compared to Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) at 2.63%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than 18M2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMR.DE | 18M2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 2.63% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 8.33% | +3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 10.62% | +3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 13.41% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.44% | +1.50% |
UIMR.DE vs. 18M2.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than 18M2.DE's 0.30% expense ratio.
Dividends
UIMR.DE vs. 18M2.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, while 18M2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
18M2.DE Amundi ETF MSCI EMU High Dividend 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% |
UIMR.DE UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 1.57% | 1.86% | 1.91% | 2.26% | 2.80% | 2.10% | 1.69% | 2.61% | 3.34% | 2.69% | 3.34% | 2.66% |
Frequently Asked Questions
UIMR.DE and 18M2.DE have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMR.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMR.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for 18M2.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while 18M2.DE tracks MSCI EMU High Dividend Yield. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.20% for UIMR.DE and 0.30% for 18M2.DE.
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