UIMR.DE vs. EXSH.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, UIMR.DE returned 9.02%/yr vs 10.31%/yr for EXSH.DE. Their correlation of 0.81 suggests significant overlap in exposure. UIMR.DE charges 0.20%/yr vs 0.32%/yr for EXSH.DE.
Performance
UIMR.DE vs. EXSH.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 EXSH.DE's 13.96% return. Over the past 10 years, UIMR.DE has underperformed EXSH.DE with an annualized return of 9.02%, while EXSH.DE has yielded a comparatively higher 10.31% annualized 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%
EXSH.DE
- 1D
- 0.47%
- 1M
- 2.07%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.09%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
UIMR.DE vs. EXSH.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% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -4.87% | 5.22% |
Correlation
The correlation between UIMR.DE and EXSH.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.81 |
The correlation between UIMR.DE and EXSH.DE has been stable across timeframes, ranging from 0.74 to 0.81 - a consistent structural relationship.
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Return for Risk
UIMR.DE vs. EXSH.DE — Risk / Return Rank
UIMR.DE
EXSH.DE
UIMR.DE vs. EXSH.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 iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.59 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.48 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 4.85 | -3.95 |
| Martin ratioReturn relative to average drawdown | 3.08 | 16.10 | -13.02 |
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 | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.69 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.86 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.32 | +0.33 |
Drawdowns
UIMR.DE vs. EXSH.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and EXSH.DE.
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Drawdown Indicators
| UIMR.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -70.20% | +32.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -6.65% | -4.52% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -14.43% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -22.98% | -3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -40.34% | +2.79% |
Current DrawdownCurrent decline from peak | -0.49% | -1.87% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -22.15% | +16.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.01% | +1.28% |
Volatility
UIMR.DE vs. EXSH.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 iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 3.90%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 3.90% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 9.77% | +2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 11.99% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 14.61% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 17.15% | -0.21% |
UIMR.DE vs. EXSH.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
UIMR.DE vs. EXSH.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, less than EXSH.DE's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
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 EXSH.DE have a correlation of 0.74, 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 0.32% for EXSH.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while EXSH.DE tracks STOXX® Europe Select Dividend 30. They also come from different issuers: UBS and iShares. Their fees differ too: 0.20% for UIMR.DE and 0.32% for EXSH.DE.
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