UIMT.DE vs. EUNJ.DE
UIMT.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis) and EUNJ.DE (iShares MSCI Pacific ex-Japan UCITS ETF (Dist)) are both Asia Pacific Equities funds - UIMT.DE tracks the MSCI Pacific SRI Low Carbon Select 5% Issuer Capped while EUNJ.DE tracks the MSCI Pacific ex Japan. Both are passively managed. Over the past 10 years, UIMT.DE returned 6.16%/yr vs 7.05%/yr for EUNJ.DE. A 0.76 correlation means they provide meaningful diversification when combined. UIMT.DE charges 0.28%/yr vs 0.60%/yr for EUNJ.DE.
Performance
UIMT.DE vs. EUNJ.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UIMT.DE having a 8.82% return and EUNJ.DE slightly lower at 8.50%. Over the past 10 years, UIMT.DE has underperformed EUNJ.DE with an annualized return of 6.16%, while EUNJ.DE has yielded a comparatively higher 7.05% annualized return.
UIMT.DE
- 1D
- -1.05%
- 1M
- 3.85%
- YTD
- 8.82%
- 6M
- 9.17%
- 1Y
- 13.18%
- 3Y*
- 7.41%
- 5Y*
- 4.70%
- 10Y*
- 6.16%
EUNJ.DE
- 1D
- -0.88%
- 1M
- 0.07%
- YTD
- 8.50%
- 6M
- 9.89%
- 1Y
- 13.18%
- 3Y*
- 9.84%
- 5Y*
- 5.36%
- 10Y*
- 7.05%
UIMT.DE vs. EUNJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIMT.DE UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis | 8.82% | 4.68% | 8.78% | 9.66% | -14.26% | 9.63% | 4.81% | 26.13% | -9.67% | 7.30% |
EUNJ.DE iShares MSCI Pacific ex-Japan UCITS ETF (Dist) | 8.50% | 6.56% | 11.50% | 1.85% | -1.18% | 12.54% | -3.43% | 21.23% | -6.37% | 10.31% |
Correlation
The correlation between UIMT.DE and EUNJ.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.76 |
Over the past year, the correlation between UIMT.DE and EUNJ.DE has dropped to 0.54 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
UIMT.DE vs. EUNJ.DE — Risk / Return Rank
UIMT.DE
EUNJ.DE
UIMT.DE vs. EUNJ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis (UIMT.DE) and iShares MSCI Pacific ex-Japan UCITS ETF (Dist) (EUNJ.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.
| UIMT.DE | EUNJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.14 | -0.59 |
| Martin ratioReturn relative to average drawdown | 4.63 | 6.18 | -1.55 |
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
| UIMT.DE | EUNJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.14 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.36 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.42 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.35 | +0.11 |
Drawdowns
UIMT.DE vs. EUNJ.DE - Drawdown Comparison
The maximum UIMT.DE drawdown since its inception was -28.10%, smaller than the maximum EUNJ.DE drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for UIMT.DE and EUNJ.DE.
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Drawdown Indicators
| UIMT.DE | EUNJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.10% | -36.95% | +8.85% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -6.13% | -2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -17.30% | -20.39% | +3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -20.39% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -28.10% | -36.95% | +8.85% |
Current DrawdownCurrent decline from peak | -1.05% | -2.02% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -6.94% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.13% | +0.71% |
Volatility
UIMT.DE vs. EUNJ.DE - Volatility Comparison
UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis (UIMT.DE) has a higher volatility of 3.47% compared to iShares MSCI Pacific ex-Japan UCITS ETF (Dist) (EUNJ.DE) at 3.04%. This indicates that UIMT.DE's price experiences larger fluctuations and is considered to be riskier than EUNJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIMT.DE | EUNJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.04% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 8.80% | +4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.63% | 11.57% | +5.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 14.61% | +0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 16.54% | -0.88% |
UIMT.DE vs. EUNJ.DE - Expense Ratio Comparison
UIMT.DE has a 0.28% expense ratio, which is lower than EUNJ.DE's 0.60% expense ratio.
Dividends
UIMT.DE vs. EUNJ.DE - Dividend Comparison
UIMT.DE's dividend yield for the trailing twelve months is around 1.42%, less than EUNJ.DE's 2.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNJ.DE iShares MSCI Pacific ex-Japan UCITS ETF (Dist) | 2.46% | 2.95% | 3.35% | 3.56% | 3.92% | 2.79% | 2.64% | 3.52% | 3.78% | 3.41% | 3.31% | 3.34% |
UIMT.DE UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis | 1.42% | 1.76% | 1.51% | 1.60% | 1.89% | 1.17% | 1.52% | 1.92% | 2.83% | 2.53% | 2.36% | 2.35% |
Frequently Asked Questions
UIMT.DE and EUNJ.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMT.DE is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMT.DE is cheaper with a 0.28% expense ratio, compared with 0.60% for EUNJ.DE.
UIMT.DE tracks MSCI Pacific SRI Low Carbon Select 5% Issuer Capped, while EUNJ.DE tracks MSCI Pacific ex Japan. They also come from different issuers: UBS and iShares. Their fees differ too: 0.28% for UIMT.DE and 0.60% for EUNJ.DE.
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