UIMR.DE vs. IBCJ.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and IBCJ.DE (iShares MSCI Poland UCITS ETF USD (Acc)) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while IBCJ.DE tracks the MSCI Poland. Both are passively managed. Over the past 10 years, UIMR.DE returned 9.02%/yr vs 9.17%/yr for IBCJ.DE. A 0.55 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.74%/yr for IBCJ.DE.
Performance
UIMR.DE vs. IBCJ.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 IBCJ.DE's 16.30% return. Both investments have delivered pretty close results over the past 10 years, with UIMR.DE having a 9.02% annualized return and IBCJ.DE not far ahead at 9.17%.
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%
IBCJ.DE
- 1D
- 0.17%
- 1M
- 1.95%
- YTD
- 16.30%
- 6M
- 26.50%
- 1Y
- 40.90%
- 3Y*
- 29.89%
- 5Y*
- 14.80%
- 10Y*
- 9.17%
UIMR.DE vs. IBCJ.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% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (Acc) | 16.30% | 53.66% | -0.42% | 43.86% | -21.74% | 14.34% | -18.69% | -3.73% | -9.07% | 35.59% |
Correlation
The correlation between UIMR.DE and IBCJ.DE is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.55 |
The correlation between UIMR.DE and IBCJ.DE has been stable across timeframes, ranging from 0.53 to 0.56 - a consistent structural relationship.
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Return for Risk
UIMR.DE vs. IBCJ.DE — Risk / Return Rank
UIMR.DE
IBCJ.DE
UIMR.DE vs. IBCJ.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 MSCI Poland UCITS ETF USD (Acc) (IBCJ.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 | IBCJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 3.90 | -2.99 |
| Martin ratioReturn relative to average drawdown | 3.08 | 9.60 | -6.52 |
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 | IBCJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.65 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.55 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.36 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.15 | +0.50 |
Drawdowns
UIMR.DE vs. IBCJ.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, smaller than the maximum IBCJ.DE drawdown of -56.11%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and IBCJ.DE.
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Drawdown Indicators
| UIMR.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -56.11% | +18.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -9.96% | -1.21% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -18.47% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -47.31% | +20.68% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -56.11% | +18.56% |
Current DrawdownCurrent decline from peak | -0.49% | -1.16% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -19.38% | +14.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 4.05% | -0.76% |
Volatility
UIMR.DE vs. IBCJ.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) is 4.46%, while iShares MSCI Poland UCITS ETF USD (Acc) (IBCJ.DE) has a volatility of 7.13%. This indicates that UIMR.DE experiences smaller price fluctuations and is considered to be less risky than IBCJ.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 | IBCJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 7.13% | -2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 17.61% | -5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 23.48% | -8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 26.72% | -10.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 25.15% | -8.21% |
UIMR.DE vs. IBCJ.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than IBCJ.DE's 0.74% expense ratio.
Dividends
UIMR.DE vs. IBCJ.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, while IBCJ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCJ.DE iShares MSCI Poland 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 IBCJ.DE have a correlation of 0.53, 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 0.74% for IBCJ.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while IBCJ.DE tracks MSCI Poland. They also come from different issuers: UBS and iShares. Their fees differ too: 0.20% for UIMR.DE and 0.74% for IBCJ.DE.
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