UIMS.DE vs. 4UBF.DE
UIMS.DE (UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc) and 4UBF.DE (UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc) are both exchange-traded funds - UIMS.DE is a Global Equities fund tracking the MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped, while 4UBF.DE is a European Corporate Bonds fund tracking the Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Both are passively managed. Over the past 3 years, UIMS.DE returned 10.29%/yr vs 4.95%/yr for 4UBF.DE. At a 0.30 correlation, their price movements are largely independent. UIMS.DE charges 0.23%/yr vs 0.13%/yr for 4UBF.DE.
Performance
UIMS.DE vs. 4UBF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMS.DE achieves a 8.11% return, which is significantly higher than 4UBF.DE's 0.73% return.
UIMS.DE
- 1D
- 1.27%
- 1M
- 2.29%
- YTD
- 8.11%
- 6M
- 9.71%
- 1Y
- 18.89%
- 3Y*
- 10.29%
- 5Y*
- —
- 10Y*
- —
4UBF.DE
- 1D
- 0.12%
- 1M
- 0.81%
- YTD
- 0.73%
- 6M
- 0.31%
- 1Y
- 2.01%
- 3Y*
- 4.95%
- 5Y*
- -0.23%
- 10Y*
- —
UIMS.DE vs. 4UBF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UIMS.DE UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc | 8.11% | 3.87% | 10.60% | 12.71% | -13.27% | 5.80% |
4UBF.DE UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc | 0.73% | 3.23% | 4.51% | 8.22% | -15.67% | -1.85% |
Correlation
The correlation between UIMS.DE and 4UBF.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 24, 2021 | 0.30 |
The correlation between UIMS.DE and 4UBF.DE shifts across timeframes, from 0.30 (all time) to 0.44 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UIMS.DE vs. 4UBF.DE — Risk / Return Rank
UIMS.DE
4UBF.DE
UIMS.DE vs. 4UBF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc (UIMS.DE) and UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.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.
| UIMS.DE | 4UBF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.69 | +0.38 |
| Martin ratioReturn relative to average drawdown | 2.19 | 2.30 | -0.11 |
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
| UIMS.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.55 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.04 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | -0.04 | +0.31 |
Drawdowns
UIMS.DE vs. 4UBF.DE - Drawdown Comparison
The maximum UIMS.DE drawdown since its inception was -25.71%, which is greater than 4UBF.DE's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for UIMS.DE and 4UBF.DE.
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Drawdown Indicators
| UIMS.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.71% | -19.99% | -5.72% |
Max Drawdown (1Y)Largest decline over 1 year | -17.51% | -2.88% | -14.63% |
Max Drawdown (3Y)Largest decline over 3 years | -25.71% | -2.88% | -22.83% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.99% | — |
Current DrawdownCurrent decline from peak | -5.29% | -2.81% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -8.54% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.61% | 0.87% | +7.74% |
Volatility
UIMS.DE vs. 4UBF.DE - Volatility Comparison
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc (UIMS.DE) has a higher volatility of 3.72% compared to UBS ETF (LU) Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR) Acc (4UBF.DE) at 1.25%. This indicates that UIMS.DE's price experiences larger fluctuations and is considered to be riskier than 4UBF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMS.DE | 4UBF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 1.25% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 3.11% | +7.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.40% | 3.67% | +22.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 5.08% | +14.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 5.02% | +14.88% |
UIMS.DE vs. 4UBF.DE - Expense Ratio Comparison
UIMS.DE has a 0.23% expense ratio, which is higher than 4UBF.DE's 0.13% 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
UIMS.DE vs. 4UBF.DE - Dividend Comparison
Neither UIMS.DE nor 4UBF.DE has paid dividends to shareholders.
Frequently Asked Questions
UIMS.DE and 4UBF.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBF.DE is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBF.DE is cheaper with a 0.13% expense ratio, compared with 0.23% for UIMS.DE.
UIMS.DE is categorized as Global Equities, while 4UBF.DE is European Corporate Bonds. UIMS.DE tracks MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped, while 4UBF.DE tracks Bloomberg MSCI Euro Area Liquid Corporates Sustainable. Their fees differ too: 0.23% for UIMS.DE and 0.13% for 4UBF.DE.
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