UIMR.DE vs. UBU7.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UIMR.DE is a Europe Equities fund tracking the MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UIMR.DE returned 9.02%/yr vs 12.53%/yr for UBU7.DE. Their correlation of 0.80 suggests significant overlap in exposure. UIMR.DE charges 0.20%/yr vs 0.10%/yr for UBU7.DE.
Performance
UIMR.DE vs. UBU7.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 UBU7.DE's 10.81% return. Over the past 10 years, UIMR.DE has underperformed UBU7.DE with an annualized return of 9.02%, while UBU7.DE has yielded a comparatively higher 12.53% annualized return.
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%
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UIMR.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UIMR.DE and UBU7.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2012 | 0.80 |
The correlation between UIMR.DE and UBU7.DE has been stable across timeframes, ranging from 0.70 to 0.80 - a consistent structural relationship.
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Return for Risk
UIMR.DE vs. UBU7.DE — Risk / Return Rank
UIMR.DE
UBU7.DE
UIMR.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.40 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 3.58 | -2.67 |
| Martin ratioReturn relative to average drawdown | 3.08 | 14.23 | -11.16 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.14 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.89 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.82 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.82 | -0.18 |
Drawdowns
UIMR.DE vs. UBU7.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, which is greater than UBU7.DE's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and UBU7.DE.
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Drawdown Indicators
| UIMR.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -33.84% | -3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -6.61% | -4.56% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -21.69% | +7.00% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -21.69% | -4.94% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -33.84% | -3.71% |
Current DrawdownCurrent decline from peak | -0.49% | -0.31% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.24% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 1.66% | +1.63% |
Volatility
UIMR.DE vs. UBU7.DE - Volatility Comparison
UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) has a higher volatility of 4.46% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UIMR.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 2.57% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 7.61% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 11.04% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 14.11% | +1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.11% | +1.83% |
UIMR.DE vs. UBU7.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio. However, 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. UBU7.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, more than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
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 UBU7.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for UIMR.DE.
UIMR.DE is categorized as Europe Equities, while UBU7.DE is Global Equities. UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE tracks MSCI World. Their fees differ too: 0.20% for UIMR.DE and 0.10% for UBU7.DE.
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