UIMR.DE vs. LYPE.DE
Compare and contrast key facts about UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) and Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE).
UIMR.DE and LYPE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIMR.DE is a passively managed fund by UBS that tracks the performance of the MSCI EMU SRI Low Carbon Select 5% Issuer Capped. It was launched on Aug 18, 2011. LYPE.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World Health Care. It was launched on Aug 19, 2010. Both UIMR.DE and LYPE.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UIMR.DE or LYPE.DE.
Key characteristics
UIMR.DE | LYPE.DE | |
---|---|---|
YTD Return | 10.19% | 14.28% |
1Y Return | 17.28% | 14.72% |
3Y Return (Ann) | 2.20% | 7.15% |
5Y Return (Ann) | 6.12% | 10.69% |
10Y Return (Ann) | 8.04% | 10.10% |
Sharpe Ratio | 1.58 | 1.50 |
Daily Std Dev | 11.68% | 9.99% |
Max Drawdown | -37.55% | -25.95% |
Current Drawdown | -1.94% | -2.70% |
Correlation
The correlation between UIMR.DE and LYPE.DE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UIMR.DE vs. LYPE.DE - Performance Comparison
In the year-to-date period, UIMR.DE achieves a 10.19% return, which is significantly lower than LYPE.DE's 14.28% return. Over the past 10 years, UIMR.DE has underperformed LYPE.DE with an annualized return of 8.04%, while LYPE.DE has yielded a comparatively higher 10.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UIMR.DE vs. LYPE.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than LYPE.DE's 0.30% expense ratio.
Risk-Adjusted Performance
UIMR.DE vs. LYPE.DE - Risk-Adjusted Performance 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 Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.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.
Dividends
UIMR.DE vs. LYPE.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.95%, while LYPE.DE has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 1.95% | 2.26% | 2.80% | 2.10% | 1.69% | 2.61% | 3.34% | 2.69% | 3.34% | 2.66% | 6.24% | 2.50% |
Amundi MSCI World Health Care UCITS ETF EUR 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% |
Drawdowns
UIMR.DE vs. LYPE.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, which is greater than LYPE.DE's maximum drawdown of -25.95%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and LYPE.DE. For additional features, visit the drawdowns tool.
Volatility
UIMR.DE vs. LYPE.DE - Volatility Comparison
UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) has a higher volatility of 3.26% compared to Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) at 2.49%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than LYPE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.