UIMR.DE vs. ESNB.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and ESNB.DE (Expat Serbia BELEX15 UCITS ETF) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while ESNB.DE tracks the BELEX15 Index. Both are passively managed. Over the past 5 years, UIMR.DE returned 6.67%/yr vs -1.81%/yr for ESNB.DE. At a correlation of -0.01, they often move in opposite directions. UIMR.DE charges 0.20%/yr vs 1.38%/yr for ESNB.DE.
Performance
UIMR.DE vs. ESNB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMR.DE achieves a 6.64% return, which is significantly higher than ESNB.DE's -6.99% return.
UIMR.DE
- 1D
- -0.32%
- 1M
- -2.30%
- 6M
- 5.44%
- YTD
- 6.64%
- 1Y
- 10.75%
- 3Y*
- 11.87%
- 5Y*
- 6.67%
- 10Y*
- 9.14%
ESNB.DE
- 1D
- 0.23%
- 1M
- -0.56%
- 6M
- -5.83%
- YTD
- -6.99%
- 1Y
- -5.51%
- 3Y*
- -1.61%
- 5Y*
- -1.81%
- 10Y*
- —
UIMR.DE vs. ESNB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UIMR.DE UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 6.64% | 14.30% | 12.70% | 12.99% | -15.85% | 21.22% | -0.84% | 31.79% | -8.71% |
ESNB.DE Expat Serbia BELEX15 UCITS ETF | -6.99% | 0.82% | 0.78% | 2.90% | -8.70% | 5.74% | -3.42% | 5.43% | -7.45% |
Correlation
The correlation between UIMR.DE and ESNB.DE is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2018 | -0.01 |
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Return for Risk
UIMR.DE vs. ESNB.DE — Risk / Return Rank
UIMR.DE
ESNB.DE
UIMR.DE vs. ESNB.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 Expat Serbia BELEX15 UCITS ETF (ESNB.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 | ESNB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.91 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | -0.53 | +1.53 |
| Martin ratioReturn relative to average drawdown | 3.47 | -1.12 | +4.59 |
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Drawdowns
UIMR.DE vs. ESNB.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, which is greater than ESNB.DE's maximum drawdown of -22.77%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and ESNB.DE.
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Drawdown Indicators
| UIMR.DE | ESNB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -22.77% | -14.78% |
Max Drawdown (1Y)Largest decline over 1 year | -10.70% | -10.40% | -0.30% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -12.60% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -15.85% | -10.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | — | — |
Current DrawdownCurrent decline from peak | -2.67% | -13.67% | +11.00% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -8.44% | +3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 4.91% | -1.82% |
Volatility
UIMR.DE vs. ESNB.DE - Volatility Comparison
UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) has a higher volatility of 3.58% compared to Expat Serbia BELEX15 UCITS ETF (ESNB.DE) at 3.05%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than ESNB.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 | ESNB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 3.05% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.32% | 6.22% | +7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 9.72% | +5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 10.52% | +5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.72% | 12.11% | +4.61% |
UIMR.DE vs. ESNB.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than ESNB.DE's 1.38% expense ratio.
Dividends
UIMR.DE vs. ESNB.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, while ESNB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESNB.DE Expat Serbia BELEX15 UCITS ETF | 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% | 1.87% | 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 ESNB.DE have a correlation of -0.01, 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 1.38% for ESNB.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while ESNB.DE tracks BELEX15 Index. They also come from different issuers: UBS and Expat. Their fees differ too: 0.20% for UIMR.DE and 1.38% for ESNB.DE.
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