UIMR.DE vs. UIMA.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and UIMA.DE (UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis) are both Europe Equities funds from UBS - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while UIMA.DE tracks the MSCI Europe. Both are passively managed. Over the past 10 years, UIMR.DE returned 9.02%/yr vs 9.17%/yr for UIMA.DE. Their correlation of 0.93 suggests significant overlap in exposure. UIMR.DE charges 0.20%/yr vs 0.10%/yr for UIMA.DE.
Performance
UIMR.DE vs. UIMA.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 UIMA.DE's 7.64% return. Both investments have delivered pretty close results over the past 10 years, with UIMR.DE having a 9.02% annualized return and UIMA.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%
UIMA.DE
- 1D
- 0.62%
- 1M
- 1.25%
- YTD
- 7.64%
- 6M
- 10.05%
- 1Y
- 16.12%
- 3Y*
- 13.82%
- 5Y*
- 10.02%
- 10Y*
- 9.17%
UIMR.DE vs. UIMA.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% |
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 7.64% | 20.65% | 8.36% | 15.54% | -9.27% | 24.93% | -3.30% | 27.60% | -11.02% | 11.02% |
Correlation
The correlation between UIMR.DE and UIMA.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.93 |
The correlation between UIMR.DE and UIMA.DE has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
UIMR.DE vs. UIMA.DE — Risk / Return Rank
UIMR.DE
UIMA.DE
UIMR.DE vs. UIMA.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 (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.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 | UIMA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.75 | -0.84 |
| Martin ratioReturn relative to average drawdown | 3.08 | 6.51 | -3.43 |
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 | UIMA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.29 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.70 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.59 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.49 | +0.16 |
Drawdowns
UIMR.DE vs. UIMA.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, roughly equal to the maximum UIMA.DE drawdown of -35.78%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and UIMA.DE.
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Drawdown Indicators
| UIMR.DE | UIMA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -35.78% | -1.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -9.42% | -1.75% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -16.25% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -19.42% | -7.21% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -35.78% | -1.77% |
Current DrawdownCurrent decline from peak | -0.49% | -1.50% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -5.66% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.53% | +0.76% |
Volatility
UIMR.DE vs. UIMA.DE - Volatility Comparison
UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) and UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UIMA.DE) have volatilities of 4.46% and 4.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMR.DE | UIMA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 4.30% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 10.54% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 12.75% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 14.19% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 15.57% | +1.37% |
UIMR.DE vs. UIMA.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is higher than UIMA.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. UIMA.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.57%, less than UIMA.DE's 3.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UIMA.DE UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 3.16% | 2.48% | 2.67% | 2.74% | 2.91% | 2.02% | 2.06% | 2.87% | 3.38% | 2.91% | 3.95% | 3.24% |
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 UIMA.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMA.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMA.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for UIMR.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while UIMA.DE tracks MSCI Europe. Their fees differ too: 0.20% for UIMR.DE and 0.10% for UIMA.DE.
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