UIMT.DE vs. IQQX.DE
UIMT.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis) and IQQX.DE (iShares Asia Pacific Dividend UCITS ETF) are both Asia Pacific Equities funds - UIMT.DE tracks the MSCI Pacific SRI Low Carbon Select 5% Issuer Capped while IQQX.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 6.29%/yr for IQQX.DE. A 0.71 correlation means they provide meaningful diversification when combined. UIMT.DE charges 0.28%/yr vs 0.59%/yr for IQQX.DE.
Performance
UIMT.DE vs. IQQX.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 IQQX.DE's 13.33% return. Both investments have delivered pretty close results over the past 10 years, with UIMT.DE having a 6.16% annualized return and IQQX.DE not far ahead at 6.29%.
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%
IQQX.DE
- 1D
- -0.33%
- 1M
- 0.04%
- YTD
- 13.33%
- 6M
- 13.82%
- 1Y
- 34.41%
- 3Y*
- 17.75%
- 5Y*
- 10.09%
- 10Y*
- 6.29%
UIMT.DE vs. IQQX.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% |
IQQX.DE iShares Asia Pacific Dividend UCITS ETF | 13.33% | 14.78% | 12.48% | 8.98% | 2.81% | 11.77% | -18.85% | 16.80% | -11.26% | 2.03% |
Correlation
The correlation between UIMT.DE and IQQX.DE is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2011 | 0.71 |
Over the past year, the correlation between UIMT.DE and IQQX.DE has dropped to 0.51 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
UIMT.DE vs. IQQX.DE — Risk / Return Rank
UIMT.DE
IQQX.DE
UIMT.DE vs. IQQX.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 Asia Pacific Dividend UCITS ETF (IQQX.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 | IQQX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.31 | ||
| Sortino ratioReturn per unit of downside risk | -3.06 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.57 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 5.55 | -3.99 |
| Martin ratioReturn relative to average drawdown | 4.63 | 20.94 | -16.32 |
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 | IQQX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 3.10 | -2.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.77 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.40 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.21 | +0.25 |
Drawdowns
UIMT.DE vs. IQQX.DE - Drawdown Comparison
The maximum UIMT.DE drawdown since its inception was -28.10%, smaller than the maximum IQQX.DE drawdown of -69.45%. Use the drawdown chart below to compare losses from any high point for UIMT.DE and IQQX.DE.
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Drawdown Indicators
| UIMT.DE | IQQX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.10% | -69.45% | +41.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -6.18% | -2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -17.30% | -20.28% | +2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -20.28% | +0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -28.10% | -42.78% | +14.68% |
Current DrawdownCurrent decline from peak | -1.05% | -2.62% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -14.55% | +8.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 1.64% | +1.20% |
Volatility
UIMT.DE vs. IQQX.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 Asia Pacific Dividend UCITS ETF (IQQX.DE) at 2.93%. This indicates that UIMT.DE's price experiences larger fluctuations and is considered to be riskier than IQQX.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 | IQQX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.93% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 8.61% | +4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.63% | 11.06% | +5.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 13.01% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 15.75% | -0.09% |
UIMT.DE vs. IQQX.DE - Expense Ratio Comparison
UIMT.DE has a 0.28% expense ratio, which is lower than IQQX.DE's 0.59% expense ratio.
Dividends
UIMT.DE vs. IQQX.DE - Dividend Comparison
UIMT.DE's dividend yield for the trailing twelve months is around 1.42%, less than IQQX.DE's 3.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQX.DE iShares Asia Pacific Dividend UCITS ETF | 3.12% | 3.64% | 4.84% | 5.36% | 6.66% | 4.62% | 3.16% | 4.85% | 5.09% | 4.16% | 4.03% | 4.88% |
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 IQQX.DE have a correlation of 0.51, 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 0.59% for IQQX.DE.
UIMT.DE tracks MSCI Pacific SRI Low Carbon Select 5% Issuer Capped, while IQQX.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 0.59% for IQQX.DE.
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