UIMR.DE vs. XESP.DE
UIMR.DE (UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis) and XESP.DE (Xtrackers Spanish Equity UCITS ETF) are both Europe Equities funds - UIMR.DE tracks the MSCI EMU SRI Low Carbon Select 5% Issuer Capped while XESP.DE tracks the Solactive Spain 40. Both are passively managed. Over the past 10 years, UIMR.DE returned 10.24%/yr vs 14.03%/yr for XESP.DE. A 0.77 correlation means they provide meaningful diversification when combined. UIMR.DE charges 0.20%/yr vs 0.30%/yr for XESP.DE.
Performance
UIMR.DE vs. XESP.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UIMR.DE achieves a 9.04% return, which is significantly lower than XESP.DE's 14.86% return. Over the past 10 years, UIMR.DE has underperformed XESP.DE with an annualized return of 10.24%, while XESP.DE has yielded a comparatively higher 14.03% 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%
XESP.DE
- 1D
- 0.87%
- 1M
- 6.89%
- YTD
- 14.86%
- 6M
- 15.90%
- 1Y
- 48.43%
- 3Y*
- 32.37%
- 5Y*
- 20.37%
- 10Y*
- 14.03%
UIMR.DE vs. XESP.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% |
XESP.DE Xtrackers Spanish Equity UCITS ETF | 14.86% | 58.64% | 14.63% | 26.81% | -1.62% | 10.85% | -10.20% | 15.89% | -12.41% | 12.92% |
Correlation
The correlation between UIMR.DE and XESP.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2011 | 0.77 |
The correlation between UIMR.DE and XESP.DE shifts across timeframes, from 0.62 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UIMR.DE vs. XESP.DE — Risk / Return Rank
UIMR.DE
XESP.DE
UIMR.DE vs. XESP.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 Xtrackers Spanish Equity UCITS ETF (XESP.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 | XESP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.51 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 4.74 | -3.31 |
| Martin ratioReturn relative to average drawdown | 4.97 | 16.84 | -11.87 |
Loading charts...
Drawdowns
UIMR.DE vs. XESP.DE - Drawdown Comparison
The maximum UIMR.DE drawdown since its inception was -37.55%, smaller than the maximum XESP.DE drawdown of -40.70%. Use the drawdown chart below to compare losses from any high point for UIMR.DE and XESP.DE.
Loading charts...
Drawdown Indicators
| UIMR.DE | XESP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.55% | -40.70% | +3.15% |
Max Drawdown (1Y)Largest decline over 1 year | -10.70% | -10.17% | -0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -12.92% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -18.56% | -8.07% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -39.03% | +1.48% |
Current DrawdownCurrent decline from peak | -0.47% | -0.10% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -10.06% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.87% | +0.22% |
Volatility
UIMR.DE vs. XESP.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 Xtrackers Spanish Equity UCITS ETF (XESP.DE) has a volatility of 4.20%. This indicates that UIMR.DE experiences smaller price fluctuations and is considered to be less risky than XESP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UIMR.DE | XESP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 4.20% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 14.44% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 17.00% | -1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 16.73% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 18.44% | -1.64% |
UIMR.DE vs. XESP.DE - Expense Ratio Comparison
UIMR.DE has a 0.20% expense ratio, which is lower than XESP.DE's 0.30% expense ratio.
Dividends
UIMR.DE vs. XESP.DE - Dividend Comparison
UIMR.DE's dividend yield for the trailing twelve months is around 1.54%, while XESP.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XESP.DE Xtrackers Spanish Equity UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UIMR.DE and XESP.DE have a correlation of 0.62, 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 0.30% for XESP.DE.
UIMR.DE tracks MSCI EMU SRI Low Carbon Select 5% Issuer Capped, while XESP.DE tracks Solactive Spain 40. They also come from different issuers: UBS and Xtrackers. Their fees differ too: 0.20% for UIMR.DE and 0.30% for XESP.DE.
Find the right allocation for UIMR.DE and XESP.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer