UIMR.DE vs. MVEE.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and MVEE.DE (iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc)) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while MVEE.DE tracks the MSCI Europe NR EUR. Both are passively managed. Over the past 5 years, UIMR.DE returned 7.08%/yr vs 6.17%/yr for MVEE.DE. Their correlation of 0.85 suggests significant overlap in exposure. UIMR.DE charges 0.20%/yr vs 0.25%/yr for MVEE.DE.
Performance
UIMR.DE vs. MVEE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMR.DE achieves a 9.04% return, which is significantly higher than MVEE.DE's 8.14% return.
UIMR.DE
- 1D
- 0.90%
- 1M
- 2.47%
- YTD
- 9.04%
- 6M
- 10.15%
- 1Y
- 15.40%
- 3Y*
- 13.79%
- 5Y*
- 7.08%
- 10Y*
- 10.24%
MVEE.DE
- 1D
- 0.92%
- 1M
- 1.27%
- YTD
- 8.14%
- 6M
- 8.67%
- 1Y
- 11.72%
- 3Y*
- 10.33%
- 5Y*
- 6.17%
- 10Y*
- —
UIMR.DE vs. MVEE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UIMR.DE UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 9.04% | 14.30% | 12.70% | 12.99% | -15.85% | 21.22% | 28.72% |
MVEE.DE iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) | 8.14% | 8.71% | 8.75% | 12.46% | -15.04% | 23.79% | 13.95% |
Correlation
The correlation between UIMR.DE and MVEE.DE is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Apr 17, 2020 | 0.85 |
The correlation between UIMR.DE and MVEE.DE shifts across timeframes, from 0.71 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMR.DE vs. MVEE.DE — Risk / Return Rank
UIMR.DE
MVEE.DE
UIMR.DE vs. MVEE.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 Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) (MVEE.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 | MVEE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.58 | -0.14 |
| Martin ratioReturn relative to average drawdown | 4.97 | 5.45 | -0.48 |
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Drawdowns
UIMR.DE vs. MVEE.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, which is greater than MVEE.DE's maximum drawdown of -20.19%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and MVEE.DE.
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Drawdown Indicators
| UIMR.DE | MVEE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -20.19% | -17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -10.70% | -7.40% | -3.30% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -12.19% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -20.19% | -6.44% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | — | — |
Current DrawdownCurrent decline from peak | -0.47% | 0.00% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -4.50% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.15% | +0.94% |
Volatility
UIMR.DE vs. MVEE.DE - Volatility Comparison
UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) has a higher volatility of 3.54% compared to iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) (MVEE.DE) at 2.19%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than MVEE.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 | MVEE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.19% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 8.16% | +5.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 9.93% | +5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 12.08% | +3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 12.47% | +4.33% |
UIMR.DE vs. MVEE.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than MVEE.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UIMR.DE vs. MVEE.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.54%, while MVEE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVEE.DE iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (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 | 1.54% | 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 MVEE.DE have a correlation of 0.71, 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 0.25% for MVEE.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while MVEE.DE tracks MSCI Europe NR EUR. They also come from different issuers: UBS and iShares. Their fees differ too: 0.20% for UIMR.DE and 0.25% for MVEE.DE.
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