UIMR.DE vs. 4UBQ.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - UIMR.DE is a Europe Equities fund tracking the MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, UIMR.DE returned 7.07%/yr vs 15.51%/yr for 4UBQ.DE. A 0.65 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
UIMR.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMR.DE achieves a 7.06% return, which is significantly lower than 4UBQ.DE's 11.15% return.
UIMR.DE
- 1D
- 0.40%
- 1M
- 3.90%
- YTD
- 7.06%
- 6M
- 8.72%
- 1Y
- 9.97%
- 3Y*
- 12.58%
- 5Y*
- 7.07%
- 10Y*
- 9.02%
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
UIMR.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
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% | 9.67% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
Correlation
The correlation between UIMR.DE and 4UBQ.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.65 |
The correlation between UIMR.DE and 4UBQ.DE has been stable across timeframes, ranging from 0.57 to 0.65 - a consistent structural relationship.
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Return for Risk
UIMR.DE vs. 4UBQ.DE — Risk / Return Rank
UIMR.DE
4UBQ.DE
UIMR.DE vs. 4UBQ.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 UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.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 | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.46 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 4.10 | -3.20 |
| Martin ratioReturn relative to average drawdown | 3.08 | 15.73 | -12.65 |
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 | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.47 | -1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 1.00 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.11 | -0.46 |
Drawdowns
UIMR.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, which is greater than 4UBQ.DE's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and 4UBQ.DE.
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Drawdown Indicators
| UIMR.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -23.35% | -14.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -6.93% | -4.24% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -23.35% | +8.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -23.35% | -3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | — | — |
Current DrawdownCurrent decline from peak | -0.49% | 0.00% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.02% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 1.81% | +1.48% |
Volatility
UIMR.DE vs. 4UBQ.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 UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than 4UBQ.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 | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 2.81% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 7.61% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 11.53% | +2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 15.27% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.39% | +1.55% |
UIMR.DE vs. 4UBQ.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is higher than 4UBQ.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
UIMR.DE vs. 4UBQ.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, while 4UBQ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 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 4UBQ.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for UIMR.DE.
UIMR.DE is categorized as Europe Equities, while 4UBQ.DE is S&P 500. UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while 4UBQ.DE tracks S&P 500 ESG. Their fees differ too: 0.20% for UIMR.DE and 0.10% for 4UBQ.DE.
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