UIMR.DE vs. EXXX.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and EXXX.DE (iShares ATX UCITS ETF (DE)) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while EXXX.DE tracks the ATX Index. Both are passively managed. Over the past 10 years, UIMR.DE returned 9.14%/yr vs 14.21%/yr for EXXX.DE. A 0.71 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.32%/yr for EXXX.DE.
Performance
UIMR.DE vs. EXXX.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 lower than EXXX.DE's 22.53% return. Over the past 10 years, UIMR.DE has underperformed EXXX.DE with an annualized return of 9.14%, while EXXX.DE has yielded a comparatively higher 14.21% annualized 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%
EXXX.DE
- 1D
- -1.55%
- 1M
- -2.82%
- 6M
- 19.05%
- YTD
- 22.53%
- 1Y
- 45.03%
- 3Y*
- 30.20%
- 5Y*
- 17.45%
- 10Y*
- 14.21%
UIMR.DE vs. EXXX.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 | 6.64% | 14.30% | 12.70% | 12.99% | -15.85% | 21.22% | -0.84% | 31.79% | -8.67% | 14.91% |
EXXX.DE iShares ATX UCITS ETF (DE) | 22.53% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 19.95% | -18.96% | 32.71% |
Correlation
The correlation between UIMR.DE and EXXX.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2011 | 0.71 |
The correlation between UIMR.DE and EXXX.DE shifts across timeframes, from 0.56 (1 year) to 0.71 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMR.DE vs. EXXX.DE — Risk / Return Rank
UIMR.DE
EXXX.DE
UIMR.DE vs. EXXX.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 ATX UCITS ETF (DE) (EXXX.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 | EXXX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.50 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.43 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 4.19 | -3.18 |
| Martin ratioReturn relative to average drawdown | 3.47 | 14.04 | -10.57 |
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Drawdowns
UIMR.DE vs. EXXX.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, smaller than the maximum EXXX.DE drawdown of -71.43%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and EXXX.DE.
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Drawdown Indicators
| UIMR.DE | EXXX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -71.43% | +33.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.70% | -10.71% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -16.11% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -32.69% | +6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -52.90% | +15.35% |
Current DrawdownCurrent decline from peak | -2.67% | -3.48% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -28.47% | +23.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 3.20% | -0.11% |
Volatility
UIMR.DE vs. EXXX.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) is 3.58%, while iShares ATX UCITS ETF (DE) (EXXX.DE) has a volatility of 4.88%. This indicates that UIMR.DE experiences smaller price fluctuations and is considered to be less risky than EXXX.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 | EXXX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 4.88% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.32% | 14.74% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 17.54% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 19.15% | -3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.72% | 19.93% | -3.21% |
UIMR.DE vs. EXXX.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than EXXX.DE's 0.32% expense ratio.
Dividends
UIMR.DE vs. EXXX.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, less than EXXX.DE's 3.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 3.01% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
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 EXXX.DE have a correlation of 0.56, 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 EXXX.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while EXXX.DE tracks ATX Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.20% for UIMR.DE and 0.32% for EXXX.DE.
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