UIMS.DE vs. CBUX.DE
UIMS.DE (UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc) and CBUX.DE (iShares Global Infrastructure UCITS ETF USD (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 CBUX.DE is a Utilities Equities fund tracking the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 3 years, UIMS.DE returned 10.29%/yr vs 8.47%/yr for CBUX.DE. At a 0.41 correlation, their price movements are largely independent. UIMS.DE charges 0.23%/yr vs 0.65%/yr for CBUX.DE.
Performance
UIMS.DE vs. CBUX.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 lower than CBUX.DE's 10.28% return.
UIMS.DE
- 1D
- 1.27%
- 1M
- 1.82%
- YTD
- 8.11%
- 6M
- 8.50%
- 1Y
- 17.85%
- 3Y*
- 10.29%
- 5Y*
- —
- 10Y*
- —
CBUX.DE
- 1D
- -1.34%
- 1M
- -1.37%
- YTD
- 10.28%
- 6M
- 9.09%
- 1Y
- 13.13%
- 3Y*
- 8.47%
- 5Y*
- —
- 10Y*
- —
UIMS.DE vs. CBUX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UIMS.DE UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc | 8.11% | 3.87% | 10.60% | 3.84% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 10.28% | 0.69% | 14.63% | -1.37% |
Correlation
The correlation between UIMS.DE and CBUX.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2023 | 0.41 |
Over the past year, the correlation between UIMS.DE and CBUX.DE has dropped to 0.19 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
UIMS.DE vs. CBUX.DE — Risk / Return Rank
UIMS.DE
CBUX.DE
UIMS.DE vs. CBUX.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 iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.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 | CBUX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.91 | -1.83 |
| Martin ratioReturn relative to average drawdown | 2.19 | 6.42 | -4.23 |
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 | CBUX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.18 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.60 | -0.33 |
Drawdowns
UIMS.DE vs. CBUX.DE - Drawdown Comparison
The maximum UIMS.DE drawdown since its inception was -25.71%, which is greater than CBUX.DE's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for UIMS.DE and CBUX.DE.
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Drawdown Indicators
| UIMS.DE | CBUX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.71% | -14.94% | -10.77% |
Max Drawdown (1Y)Largest decline over 1 year | -17.51% | -4.22% | -13.29% |
Max Drawdown (3Y)Largest decline over 3 years | -25.71% | -14.94% | -10.77% |
Current DrawdownCurrent decline from peak | -5.29% | -3.33% | -1.96% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -3.81% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.61% | 1.91% | +6.70% |
Volatility
UIMS.DE vs. CBUX.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc (UIMS.DE) is 3.72%, while iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) has a volatility of 3.92%. This indicates that UIMS.DE experiences smaller price fluctuations and is considered to be less risky than CBUX.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 | CBUX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.92% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 8.63% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.40% | 10.36% | +16.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 11.93% | +7.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 11.93% | +7.97% |
UIMS.DE vs. CBUX.DE - Expense Ratio Comparison
UIMS.DE has a 0.23% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.
Dividends
UIMS.DE vs. CBUX.DE - Dividend Comparison
Neither UIMS.DE nor CBUX.DE has paid dividends to shareholders.
Frequently Asked Questions
UIMS.DE and CBUX.DE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMS.DE is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMS.DE is cheaper with a 0.23% expense ratio, compared with 0.65% for CBUX.DE.
UIMS.DE is categorized as Global Equities, while CBUX.DE is Utilities Equities. UIMS.DE tracks MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped, while CBUX.DE tracks FTSE Global Core Infrastructure Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.23% for UIMS.DE and 0.65% for CBUX.DE.
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