UIMR.DE vs. ELFC.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and ELFC.DE (Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while ELFC.DE tracks the EURO iSTOXX® ex Financials High Dividend 50. Both are passively managed. Over the past 10 years, UIMR.DE returned 9.02%/yr vs 8.86%/yr for ELFC.DE. A 0.75 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.30%/yr for ELFC.DE.
Performance
UIMR.DE vs. ELFC.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 ELFC.DE's 12.62% return. Both investments have delivered pretty close results over the past 10 years, with UIMR.DE having a 9.02% annualized return and ELFC.DE not far behind at 8.86%.
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%
ELFC.DE
- 1D
- -0.33%
- 1M
- -0.31%
- YTD
- 12.62%
- 6M
- 11.95%
- 1Y
- 20.69%
- 3Y*
- 12.09%
- 5Y*
- 10.14%
- 10Y*
- 8.86%
UIMR.DE vs. ELFC.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% |
ELFC.DE Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF | 12.62% | 17.73% | -0.16% | 15.69% | 1.54% | 21.96% | -7.15% | 19.94% | -4.03% | 6.11% |
Correlation
The correlation between UIMR.DE and ELFC.DE is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2015 | 0.75 |
Over the past year, the correlation between UIMR.DE and ELFC.DE has dropped to 0.51 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
UIMR.DE vs. ELFC.DE — Risk / Return Rank
UIMR.DE
ELFC.DE
UIMR.DE vs. ELFC.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 Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF (ELFC.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 | ELFC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.11 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.33 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 3.00 | -2.09 |
| Martin ratioReturn relative to average drawdown | 3.08 | 8.42 | -5.34 |
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 | ELFC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.81 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.73 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.56 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.55 | +0.10 |
Drawdowns
UIMR.DE vs. ELFC.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, roughly equal to the maximum ELFC.DE drawdown of -37.68%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and ELFC.DE.
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Drawdown Indicators
| UIMR.DE | ELFC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -37.68% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -6.71% | -4.46% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -15.02% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -16.85% | -9.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -37.68% | +0.13% |
Current DrawdownCurrent decline from peak | -0.49% | -1.60% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.70% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.39% | +0.90% |
Volatility
UIMR.DE vs. ELFC.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 Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF (ELFC.DE) at 2.62%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than ELFC.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 | ELFC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 2.62% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 8.07% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 11.12% | +3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 13.76% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 16.40% | +0.54% |
UIMR.DE vs. ELFC.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than ELFC.DE's 0.30% expense ratio.
Dividends
UIMR.DE vs. ELFC.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, less than ELFC.DE's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELFC.DE Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF | 4.08% | 4.45% | 4.66% | 4.66% | 4.91% | 3.85% | 2.83% | 3.64% | 4.20% | 3.53% | 3.57% | 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 ELFC.DE have a correlation of 0.51, 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 ELFC.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while ELFC.DE tracks EURO iSTOXX® ex Financials High Dividend 50. They also come from different issuers: UBS and Deka. Their fees differ too: 0.20% for UIMR.DE and 0.30% for ELFC.DE.
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