UIMT.DE vs. EXXW.DE
UIMT.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis) and EXXW.DE (iShares Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE)) are both Asia Pacific Equities funds - UIMT.DE tracks the MSCI Pacific SRI Low Carbon Select 5% Issuer Capped while EXXW.DE tracks the Dow Jones Asia/Pacific Select Dividend 50. Both are passively managed. Over the past 10 years, UIMT.DE returned 6.16%/yr vs 7.08%/yr for EXXW.DE. A 0.69 correlation means they provide meaningful diversification when combined. UIMT.DE charges 0.28%/yr vs 0.31%/yr for EXXW.DE.
Performance
UIMT.DE vs. EXXW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UIMT.DE achieves a 8.82% return, which is significantly lower than EXXW.DE's 13.56% return. Over the past 10 years, UIMT.DE has underperformed EXXW.DE with an annualized return of 6.16%, while EXXW.DE has yielded a comparatively higher 7.08% 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%
EXXW.DE
- 1D
- -0.19%
- 1M
- 0.30%
- YTD
- 13.56%
- 6M
- 14.04%
- 1Y
- 36.22%
- 3Y*
- 18.59%
- 5Y*
- 10.99%
- 10Y*
- 7.08%
UIMT.DE vs. EXXW.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% |
EXXW.DE iShares Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE) | 13.56% | 15.94% | 13.25% | 9.56% | 4.03% | 12.54% | -18.74% | 18.28% | -10.70% | 2.63% |
Correlation
The correlation between UIMT.DE and EXXW.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.69 |
Over the past year, the correlation between UIMT.DE and EXXW.DE has dropped to 0.45 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
UIMT.DE vs. EXXW.DE — Risk / Return Rank
UIMT.DE
EXXW.DE
UIMT.DE vs. EXXW.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 Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE) (EXXW.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 | EXXW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -2.90 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.53 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 5.69 | -4.14 |
| Martin ratioReturn relative to average drawdown | 4.63 | 20.43 | -15.80 |
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 | EXXW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 2.88 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.81 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.45 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.28 | +0.17 |
Drawdowns
UIMT.DE vs. EXXW.DE - Drawdown Comparison
The maximum UIMT.DE drawdown since its inception was -28.10%, smaller than the maximum EXXW.DE drawdown of -66.89%. Use the drawdown chart below to compare losses from any high point for UIMT.DE and EXXW.DE.
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Drawdown Indicators
| UIMT.DE | EXXW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.10% | -66.89% | +38.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -6.34% | -2.12% |
Max Drawdown (3Y)Largest decline over 3 years | -17.30% | -20.10% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -20.10% | +0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -28.10% | -41.88% | +13.78% |
Current DrawdownCurrent decline from peak | -1.05% | -2.21% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -11.54% | +5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 1.77% | +1.07% |
Volatility
UIMT.DE vs. EXXW.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 Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE) (EXXW.DE) at 2.42%. This indicates that UIMT.DE's price experiences larger fluctuations and is considered to be riskier than EXXW.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 | EXXW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.42% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 8.92% | +4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.63% | 12.53% | +4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 13.38% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 15.81% | -0.15% |
UIMT.DE vs. EXXW.DE - Expense Ratio Comparison
UIMT.DE has a 0.28% expense ratio, which is lower than EXXW.DE's 0.31% expense ratio.
Dividends
UIMT.DE vs. EXXW.DE - Dividend Comparison
UIMT.DE's dividend yield for the trailing twelve months is around 1.42%, less than EXXW.DE's 4.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXW.DE iShares Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE) | 4.04% | 4.60% | 5.32% | 5.98% | 7.16% | 5.56% | 4.64% | 5.67% | 5.04% | 7.91% | 4.27% | 5.52% |
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 EXXW.DE have a correlation of 0.45, 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 0.31% for EXXW.DE.
UIMT.DE tracks MSCI Pacific SRI Low Carbon Select 5% Issuer Capped, while EXXW.DE tracks Dow Jones Asia/Pacific Select Dividend 50. They also come from different issuers: UBS and iShares. Their fees differ too: 0.28% for UIMT.DE and 0.31% for EXXW.DE.
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