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UIMS.DE vs. WEBG.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UIMS.DE vs. WEBG.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) Acc (UIMS.DE) and Amundi Prime All Country World UCITS ETF Dist (WEBG.DE). The values are adjusted to include any dividend payments, if applicable.

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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 WEBG.DE's 12.80% return.


UIMS.DE

1D
1.27%
1M
1.82%
YTD
8.11%
6M
8.50%
1Y
17.85%
3Y*
10.29%
5Y*
10Y*

WEBG.DE

1D
-0.23%
1M
3.70%
YTD
12.80%
6M
12.74%
1Y
26.64%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UIMS.DE vs. WEBG.DE - Yearly Performance Comparison


Correlation

The correlation between UIMS.DE and WEBG.DE is 0.56, 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

0.56

Correlation (All Time)
Calculated using the full available price history since Mar 18, 2024

0.64

The correlation between UIMS.DE and WEBG.DE has been stable across timeframes, ranging from 0.56 to 0.64 - a consistent structural relationship.

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Return for Risk

UIMS.DE vs. WEBG.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UIMS.DE
UIMS.DE Risk / Return Rank: 2424
Overall Rank
UIMS.DE Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
UIMS.DE Sortino Ratio Rank: 2323
Sortino Ratio Rank
UIMS.DE Omega Ratio Rank: 2929
Omega Ratio Rank
UIMS.DE Calmar Ratio Rank: 2424
Calmar Ratio Rank
UIMS.DE Martin Ratio Rank: 2020
Martin Ratio Rank

WEBG.DE
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UIMS.DE vs. WEBG.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 Amundi Prime All Country World UCITS ETF Dist (WEBG.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.DEWEBG.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.61

Sortino ratioReturn per unit of downside risk

-2.02

Omega ratioGain probability vs. loss probability

1.19

1.44

-0.24

Calmar ratioReturn relative to maximum drawdown

1.07

4.11

-3.04

Martin ratioReturn relative to average drawdown

2.19

16.53

-14.34

UIMS.DE vs. WEBG.DE - Sharpe Ratio Comparison

The current UIMS.DE Sharpe Ratio is 0.71, which is lower than the WEBG.DE Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of UIMS.DE and WEBG.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


UIMS.DEWEBG.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

2.33

-1.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

1.24

-0.98

Drawdowns

UIMS.DE vs. WEBG.DE - Drawdown Comparison

The maximum UIMS.DE drawdown since its inception was -25.71%, which is greater than WEBG.DE's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for UIMS.DE and WEBG.DE.


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Drawdown Indicators


UIMS.DEWEBG.DEDifference

Max Drawdown

Largest peak-to-trough decline

-25.71%

-21.31%

-4.40%

Max Drawdown (1Y)

Largest decline over 1 year

-17.51%

-6.50%

-11.01%

Max Drawdown (3Y)

Largest decline over 3 years

-25.71%

Current Drawdown

Current decline from peak

-5.29%

-0.63%

-4.66%

Average Drawdown

Average peak-to-trough decline

-8.94%

-2.81%

-6.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.61%

1.62%

+6.99%

Volatility

UIMS.DE vs. WEBG.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 Amundi Prime All Country World UCITS ETF Dist (WEBG.DE) at 3.10%. This indicates that UIMS.DE's price experiences larger fluctuations and is considered to be riskier than WEBG.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.DEWEBG.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.72%

3.10%

+0.62%

Volatility (6M)

Calculated over the trailing 6-month period

10.61%

8.28%

+2.33%

Volatility (1Y)

Calculated over the trailing 1-year period

26.40%

11.48%

+14.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.90%

14.15%

+5.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.90%

14.15%

+5.75%

UIMS.DE vs. WEBG.DE - Expense Ratio Comparison

UIMS.DE has a 0.23% expense ratio, which is higher than WEBG.DE's 0.07% 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. WEBG.DE - Dividend Comparison

Neither UIMS.DE nor WEBG.DE has paid dividends to shareholders.


Frequently Asked Questions


UIMS.DE and WEBG.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WEBG.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WEBG.DE is cheaper with a 0.07% expense ratio, compared with 0.23% for UIMS.DE.

UIMS.DE tracks MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped, while WEBG.DE tracks Solactive GBS Global Markets Large & Mid Cap Index. They also come from different issuers: UBS and Amundi. Their fees differ too: 0.23% for UIMS.DE and 0.07% for WEBG.DE.

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