UIMS.DE vs. UBU7.DE
UIMS.DE (UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds from UBS - UIMS.DE tracks the MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 3 years, UIMS.DE returned 10.29%/yr vs 17.49%/yr for UBU7.DE. A 0.77 correlation means they provide meaningful diversification when combined. UIMS.DE charges 0.23%/yr vs 0.10%/yr for UBU7.DE.
Performance
UIMS.DE vs. UBU7.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 UBU7.DE's 10.81% return.
UIMS.DE
- 1D
- 1.27%
- 1M
- 1.82%
- YTD
- 8.11%
- 6M
- 8.50%
- 1Y
- 17.85%
- 3Y*
- 10.29%
- 5Y*
- —
- 10Y*
- —
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%
UIMS.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 8.40% |
Correlation
The correlation between UIMS.DE and UBU7.DE is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Aug 24, 2021 | 0.77 |
The correlation between UIMS.DE and UBU7.DE shifts across timeframes, from 0.58 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMS.DE vs. UBU7.DE — Risk / Return Rank
UIMS.DE
UBU7.DE
UIMS.DE vs. UBU7.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 (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.
| UIMS.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 3.58 | -2.50 |
| Martin ratioReturn relative to average drawdown | 2.19 | 14.23 | -12.05 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 2.14 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.89 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.82 | -0.56 |
Drawdowns
UIMS.DE vs. UBU7.DE - Drawdown Comparison
The maximum UIMS.DE drawdown since its inception was -25.71%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UIMS.DE and UBU7.DE.
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Drawdown Indicators
| UIMS.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.71% | -33.84% | +8.13% |
Max Drawdown (1Y)Largest decline over 1 year | -17.51% | -6.61% | -10.90% |
Max Drawdown (3Y)Largest decline over 3 years | -25.71% | -21.69% | -4.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.69% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.84% | — |
Current DrawdownCurrent decline from peak | -5.29% | -0.31% | -4.98% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -4.24% | -4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.61% | 1.66% | +6.95% |
Volatility
UIMS.DE vs. UBU7.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 (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UIMS.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
| UIMS.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.57% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 7.61% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.40% | 11.04% | +15.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 14.11% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 15.11% | +4.79% |
UIMS.DE vs. UBU7.DE - Expense Ratio Comparison
UIMS.DE has a 0.23% 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
UIMS.DE vs. UBU7.DE - Dividend Comparison
UIMS.DE has not paid dividends to shareholders, while UBU7.DE's dividend yield for the trailing twelve months is around 1.13%.
| 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% |
UIMS.DE UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc | 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
UIMS.DE and UBU7.DE have a correlation of 0.58, 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 0.23% for UIMS.DE.
UIMS.DE tracks MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE tracks MSCI World. Their fees differ too: 0.23% for UIMS.DE and 0.10% for UBU7.DE.
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