UIMR.DE vs. AMES.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and AMES.DE (Amundi ETF MSCI Spain UCITS ETF EUR) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while AMES.DE tracks the MSCI Spain. Both are passively managed. Over the past 10 years, UIMR.DE returned 10.24%/yr vs 13.44%/yr for AMES.DE. A 0.73 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.25%/yr for AMES.DE.
Performance
UIMR.DE vs. AMES.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMR.DE achieves a 9.04% return, which is significantly lower than AMES.DE's 14.53% return. Over the past 10 years, UIMR.DE has underperformed AMES.DE with an annualized return of 10.24%, while AMES.DE has yielded a comparatively higher 13.44% annualized return.
UIMR.DE
- 1D
- 0.90%
- 1M
- 2.47%
- YTD
- 9.04%
- 6M
- 10.15%
- 1Y
- 15.40%
- 3Y*
- 13.79%
- 5Y*
- 7.08%
- 10Y*
- 10.24%
AMES.DE
- 1D
- 0.72%
- 1M
- 7.06%
- YTD
- 14.53%
- 6M
- 15.44%
- 1Y
- 46.37%
- 3Y*
- 32.90%
- 5Y*
- 20.69%
- 10Y*
- 13.44%
UIMR.DE vs. AMES.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 | 9.04% | 14.30% | 12.70% | 12.99% | -15.85% | 21.22% | -0.84% | 31.79% | -8.67% | 14.91% |
AMES.DE Amundi ETF MSCI Spain UCITS ETF EUR | 14.53% | 55.41% | 19.00% | 26.86% | -0.71% | 6.98% | -12.87% | 15.76% | -12.77% | 11.84% |
Correlation
The correlation between UIMR.DE and AMES.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2011 | 0.73 |
The correlation between UIMR.DE and AMES.DE shifts across timeframes, from 0.64 (1 year) to 0.76 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
UIMR.DE vs. AMES.DE — Risk / Return Rank
UIMR.DE
AMES.DE
UIMR.DE vs. AMES.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 Spain UCITS ETF EUR (AMES.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.
| UIMR.DE | AMES.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.82 | ||
| Sortino ratioReturn per unit of downside risk | -2.22 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.50 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 4.64 | -3.21 |
| Martin ratioReturn relative to average drawdown | 4.97 | 16.40 | -11.43 |
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Drawdowns
UIMR.DE vs. AMES.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, smaller than the maximum AMES.DE drawdown of -40.98%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and AMES.DE.
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Drawdown Indicators
| UIMR.DE | AMES.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -40.98% | +3.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.70% | -9.95% | -0.75% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -12.58% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -17.77% | -8.86% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -40.98% | +3.43% |
Current DrawdownCurrent decline from peak | -0.47% | -0.10% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -10.09% | +4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.82% | +0.27% |
Volatility
UIMR.DE vs. AMES.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) is 3.54%, while Amundi ETF MSCI Spain UCITS ETF EUR (AMES.DE) has a volatility of 4.04%. This indicates that UIMR.DE experiences smaller price fluctuations and is considered to be less risky than AMES.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 | AMES.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 4.04% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 13.99% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 16.47% | -1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 16.97% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 18.42% | -1.62% |
UIMR.DE vs. AMES.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than AMES.DE's 0.25% expense ratio. Despite the difference, 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. AMES.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.54%, while AMES.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMES.DE Amundi ETF MSCI Spain 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 | 1.54% | 1.87% | 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 AMES.DE have a correlation of 0.64, 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 0.25% for AMES.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while AMES.DE tracks MSCI Spain. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.20% for UIMR.DE and 0.25% for AMES.DE.
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