UIMR.DE vs. SXRY.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and SXRY.DE (iShares FTSE MIB UCITS ETF (Acc)) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while SXRY.DE tracks the FTSE MIB. Both are passively managed. Over the past 10 years, UIMR.DE returned 10.24%/yr vs 17.09%/yr for SXRY.DE. A 0.79 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.33%/yr for SXRY.DE.
Performance
UIMR.DE vs. SXRY.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 lower than SXRY.DE's 18.23% return. Over the past 10 years, UIMR.DE has underperformed SXRY.DE with an annualized return of 10.24%, while SXRY.DE has yielded a comparatively higher 17.09% annualized 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%
SXRY.DE
- 1D
- 0.23%
- 1M
- 4.00%
- YTD
- 18.23%
- 6M
- 19.05%
- 1Y
- 37.48%
- 3Y*
- 29.61%
- 5Y*
- 20.54%
- 10Y*
- 17.09%
UIMR.DE vs. SXRY.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 | 9.04% | 14.30% | 12.70% | 12.99% | -15.85% | 21.22% | -0.84% | 31.79% | -8.67% | 14.91% |
SXRY.DE iShares FTSE MIB UCITS ETF (Acc) | 18.23% | 37.80% | 18.15% | 33.34% | -9.13% | 26.71% | -4.02% | 33.22% | -14.32% | 16.72% |
Correlation
The correlation between UIMR.DE and SXRY.DE is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2011 | 0.79 |
Over the past year, the correlation between UIMR.DE and SXRY.DE has dropped to 0.59 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
UIMR.DE vs. SXRY.DE — Risk / Return Rank
UIMR.DE
SXRY.DE
UIMR.DE vs. SXRY.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 FTSE MIB UCITS ETF (Acc) (SXRY.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 | SXRY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.41 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 3.85 | -2.42 |
| Martin ratioReturn relative to average drawdown | 4.97 | 14.30 | -9.33 |
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Drawdowns
UIMR.DE vs. SXRY.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, smaller than the maximum SXRY.DE drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and SXRY.DE.
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Drawdown Indicators
| UIMR.DE | SXRY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -43.59% | +6.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.70% | -9.69% | -1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -17.61% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -25.00% | -1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -40.81% | +3.26% |
Current DrawdownCurrent decline from peak | -0.47% | -1.98% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -11.61% | +6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.61% | +0.48% |
Volatility
UIMR.DE vs. SXRY.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) is 3.54%, while iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) has a volatility of 3.90%. This indicates that UIMR.DE experiences smaller price fluctuations and is considered to be less risky than SXRY.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 | SXRY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.90% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 12.78% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 15.89% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 18.29% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 19.65% | -2.85% |
UIMR.DE vs. SXRY.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than SXRY.DE's 0.33% expense ratio.
Dividends
UIMR.DE vs. SXRY.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.54%, while SXRY.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXRY.DE iShares FTSE MIB 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 SXRY.DE have a correlation of 0.59, 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 0.33% for SXRY.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while SXRY.DE tracks FTSE MIB. They also come from different issuers: UBS and iShares. Their fees differ too: 0.20% for UIMR.DE and 0.33% for SXRY.DE.
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