UIMT.DE vs. UBU7.DE
UIMT.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both exchange-traded funds - UIMT.DE is a Asia Pacific Equities fund tracking the MSCI Pacific SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE is a Global Equities fund tracking the MSCI World. Both are passively managed. Over the past 10 years, UIMT.DE returned 6.16%/yr vs 12.53%/yr for UBU7.DE. A 0.78 correlation means they provide meaningful diversification when combined. UIMT.DE charges 0.28%/yr vs 0.10%/yr for UBU7.DE.
Performance
UIMT.DE vs. UBU7.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 UBU7.DE's 10.81% return. Over the past 10 years, UIMT.DE has underperformed UBU7.DE with an annualized return of 6.16%, while UBU7.DE has yielded a comparatively higher 12.53% 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%
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
UIMT.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 30.93% | -5.38% | 6.97% |
Correlation
The correlation between UIMT.DE and UBU7.DE is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2012 | 0.78 |
The correlation between UIMT.DE and UBU7.DE shifts across timeframes, from 0.59 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIMT.DE vs. UBU7.DE — Risk / Return Rank
UIMT.DE
UBU7.DE
UIMT.DE vs. UBU7.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 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.
| UIMT.DE | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.40 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 3.58 | -2.03 |
| Martin ratioReturn relative to average drawdown | 4.63 | 14.23 | -9.61 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 2.14 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.89 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.82 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.82 | -0.37 |
Drawdowns
UIMT.DE vs. UBU7.DE - Drawdown Comparison
The maximum UIMT.DE drawdown since its inception was -28.10%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for UIMT.DE and UBU7.DE.
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Drawdown Indicators
| UIMT.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.10% | -33.84% | +5.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -6.61% | -1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -17.30% | -21.69% | +4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -21.69% | +1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -28.10% | -33.84% | +5.74% |
Current DrawdownCurrent decline from peak | -1.05% | -0.31% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -4.24% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 1.66% | +1.18% |
Volatility
UIMT.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that UIMT.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
| UIMT.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.57% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 7.61% | +5.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.63% | 11.04% | +5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 14.11% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 15.11% | +0.55% |
UIMT.DE vs. UBU7.DE - Expense Ratio Comparison
UIMT.DE has a 0.28% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
UIMT.DE vs. UBU7.DE - Dividend Comparison
UIMT.DE's dividend yield for the trailing twelve months is around 1.42%, more than UBU7.DE's 1.13% yield.
| 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% |
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 UBU7.DE have a correlation of 0.59, 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 0.28% for UIMT.DE.
UIMT.DE is categorized as Asia Pacific Equities, while UBU7.DE is Global Equities. UIMT.DE tracks MSCI Pacific SRI Low Carbon Select 5% Issuer Capped, while UBU7.DE tracks MSCI World. Their fees differ too: 0.28% for UIMT.DE and 0.10% for UBU7.DE.
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