XDEP.DE vs. UIMR.DE
Compare and contrast key facts about Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF (XDEP.DE) and UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE).
XDEP.DE and UIMR.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDEP.DE is a passively managed fund by Xtrackers that tracks the performance of the iBoxx® EUR Corporates Yield Plus. It was launched on Jun 9, 2016. UIMR.DE is a passively managed fund by UBS that tracks the performance of the MSCI EMU SRI Low Carbon Select 5% Issuer Capped. It was launched on Aug 18, 2011. Both XDEP.DE and UIMR.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDEP.DE or UIMR.DE.
Key characteristics
| XDEP.DE | UIMR.DE | |
|---|---|---|
| YTD Return | 1.34% | 10.69% |
| 1Y Return | 7.51% | 17.11% |
| 3Y Return (Ann) | -3.65% | 2.36% |
| 5Y Return (Ann) | -2.19% | 6.28% |
| Sharpe Ratio | 1.90 | 1.62 |
| Daily Std Dev | 4.01% | 11.72% |
| Max Drawdown | -22.19% | -37.55% |
| Current Drawdown | -11.95% | -1.49% |
Correlation
The correlation between XDEP.DE and UIMR.DE is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XDEP.DE vs. UIMR.DE - Performance Comparison
In the year-to-date period, XDEP.DE achieves a 1.34% return, which is significantly lower than UIMR.DE's 10.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XDEP.DE vs. UIMR.DE - Expense Ratio Comparison
XDEP.DE has a 0.25% expense ratio, which is higher than UIMR.DE's 0.20% 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%.
Risk-Adjusted Performance
XDEP.DE vs. UIMR.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF (XDEP.DE) and UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.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.
Dividends
XDEP.DE vs. UIMR.DE - Dividend Comparison
XDEP.DE has not paid dividends to shareholders, while UIMR.DE's dividend yield for the trailing twelve months is around 1.94%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDEP.DE Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UIMR.DE UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis | 1.94% | 2.26% | 2.80% | 2.10% | 1.69% | 2.61% | 3.34% | 2.69% | 3.34% | 2.66% | 6.24% | 2.50% |
Drawdowns
XDEP.DE vs. UIMR.DE - Drawdown Comparison
The maximum XDEP.DE drawdown since its inception was -22.19%, smaller than the maximum UIMR.DE drawdown of -37.55%. Use the drawdown chart below to compare losses from any high point for XDEP.DE and UIMR.DE. For additional features, visit the drawdowns tool.
Volatility
XDEP.DE vs. UIMR.DE - Volatility Comparison
The current volatility for Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF (XDEP.DE) is 2.26%, while UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis (UIMR.DE) has a volatility of 3.22%. This indicates that XDEP.DE experiences smaller price fluctuations and is considered to be less risky than UIMR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.