UIMR.DE vs. AW1P.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible 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 AW1P.DE is a Global Equities fund tracking the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 3 years, UIMR.DE returned 12.58%/yr vs 17.31%/yr for AW1P.DE. A 0.73 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.25%/yr for AW1P.DE.
Performance
UIMR.DE vs. AW1P.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 AW1P.DE's 14.91% 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%
AW1P.DE
- 1D
- -0.83%
- 1M
- 4.47%
- YTD
- 14.91%
- 6M
- 14.81%
- 1Y
- 26.28%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
UIMR.DE vs. AW1P.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UIMR.DE UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 7.06% | 14.40% | 12.70% | 12.99% | -2.35% |
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 14.91% | 3.61% | 25.39% | 22.76% | -14.89% |
Correlation
The correlation between UIMR.DE and AW1P.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.73 |
The correlation between UIMR.DE and AW1P.DE has been stable across timeframes, ranging from 0.71 to 0.73 - a consistent structural relationship.
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Return for Risk
UIMR.DE vs. AW1P.DE — Risk / Return Rank
UIMR.DE
AW1P.DE
UIMR.DE vs. AW1P.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) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.33 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 3.17 | -2.27 |
| Martin ratioReturn relative to average drawdown | 3.08 | 11.65 | -8.57 |
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 | AW1P.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.85 | -1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | — | — |
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 | 0.69 | -0.04 |
Drawdowns
UIMR.DE vs. AW1P.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, which is greater than AW1P.DE's maximum drawdown of -23.64%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and AW1P.DE.
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Drawdown Indicators
| UIMR.DE | AW1P.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -23.64% | -13.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -8.07% | -3.10% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -23.64% | +8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | — | — |
Current DrawdownCurrent decline from peak | -0.49% | -0.83% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -5.35% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.20% | +1.09% |
Volatility
UIMR.DE vs. AW1P.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) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) at 4.21%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than AW1P.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 | AW1P.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 4.21% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 10.23% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 13.86% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 15.73% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.73% | +1.21% |
UIMR.DE vs. AW1P.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than AW1P.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. AW1P.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, while AW1P.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible 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 AW1P.DE have a correlation of 0.73, 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 AW1P.DE.
UIMR.DE is categorized as Europe Equities, while AW1P.DE is Global Equities. UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. Their fees differ too: 0.20% for UIMR.DE and 0.25% for AW1P.DE.
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