XMK9.DE vs. UIM5.DE
XMK9.DE (Xtrackers MSCI Japan UCITS ETF 4C EUR Hedged) and UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) are both Japan Equities funds tracking the MSCI Japan, from Xtrackers and UBS respectively. Both are passively managed. Over the past 10 years, XMK9.DE returned 13.95%/yr vs 9.20%/yr for UIM5.DE. Their correlation of 0.85 suggests significant overlap in exposure. XMK9.DE charges 0.40%/yr vs 0.12%/yr for UIM5.DE.
Performance
XMK9.DE vs. UIM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XMK9.DE achieves a 19.57% return, which is significantly higher than UIM5.DE's 16.79% return. Over the past 10 years, XMK9.DE has outperformed UIM5.DE with an annualized return of 13.95%, while UIM5.DE has yielded a comparatively lower 9.20% annualized return.
XMK9.DE
- 1D
- 0.46%
- 1M
- 6.02%
- YTD
- 19.57%
- 6M
- 21.48%
- 1Y
- 51.09%
- 3Y*
- 26.94%
- 5Y*
- 19.08%
- 10Y*
- 13.95%
UIM5.DE
- 1D
- -0.44%
- 1M
- 3.65%
- YTD
- 16.79%
- 6M
- 16.75%
- 1Y
- 31.82%
- 3Y*
- 15.54%
- 5Y*
- 10.07%
- 10Y*
- 9.20%
XMK9.DE vs. UIM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XMK9.DE Xtrackers MSCI Japan UCITS ETF 4C EUR Hedged | 19.57% | 27.06% | 22.49% | 33.31% | -6.05% | 11.97% | 7.34% | 17.42% | -16.83% | 18.79% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 16.79% | 12.70% | 13.66% | 16.46% | -12.43% | 10.03% | 5.15% | 22.27% | -9.99% | 9.08% |
Correlation
The correlation between XMK9.DE and UIM5.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Aug 23, 2012 | 0.85 |
The correlation between XMK9.DE and UIM5.DE has been stable across timeframes, ranging from 0.82 to 0.92 - a consistent structural relationship.
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Return for Risk
XMK9.DE vs. UIM5.DE — Risk / Return Rank
XMK9.DE
UIM5.DE
XMK9.DE vs. UIM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Japan UCITS ETF 4C EUR Hedged (XMK9.DE) and UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.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.
| XMK9.DE | UIM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.31 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 5.21 | 3.02 | +2.19 |
| Martin ratioReturn relative to average drawdown | 17.91 | 9.82 | +8.09 |
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
| XMK9.DE | UIM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.64 | 1.62 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.60 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.56 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.28 | +0.42 |
Drawdowns
XMK9.DE vs. UIM5.DE - Drawdown Comparison
The maximum XMK9.DE drawdown since its inception was -34.29%, smaller than the maximum UIM5.DE drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for XMK9.DE and UIM5.DE.
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Drawdown Indicators
| XMK9.DE | UIM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.29% | -54.88% | +20.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.72% | -10.08% | +0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -21.74% | -16.88% | -4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -21.74% | -19.02% | -2.72% |
Max Drawdown (10Y)Largest decline over 10 years | -34.29% | -28.09% | -6.20% |
Current DrawdownCurrent decline from peak | 0.00% | -0.44% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -7.71% | -14.32% | +6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.11% | -0.28% |
Volatility
XMK9.DE vs. UIM5.DE - Volatility Comparison
Xtrackers MSCI Japan UCITS ETF 4C EUR Hedged (XMK9.DE) has a higher volatility of 3.68% compared to UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) at 3.41%. This indicates that XMK9.DE's price experiences larger fluctuations and is considered to be riskier than UIM5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XMK9.DE | UIM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.41% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 15.06% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.21% | 18.82% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 16.64% | +2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 16.43% | +2.37% |
XMK9.DE vs. UIM5.DE - Expense Ratio Comparison
XMK9.DE has a 0.40% expense ratio, which is higher than UIM5.DE's 0.12% expense ratio.
Dividends
XMK9.DE vs. UIM5.DE - Dividend Comparison
XMK9.DE has not paid dividends to shareholders, while UIM5.DE's dividend yield for the trailing twelve months is around 1.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 1.59% | 1.71% | 1.67% | 1.80% | 2.11% | 1.52% | 1.66% | 1.65% | 1.58% | 1.32% | 1.54% | 1.20% |
XMK9.DE Xtrackers MSCI Japan UCITS ETF 4C EUR Hedged | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, XMK9.DE and UIM5.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UIM5.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIM5.DE is cheaper with a 0.12% expense ratio, compared with 0.40% for XMK9.DE.
Both ETFs track MSCI Japan. They also come from different issuers: Xtrackers and UBS. Their fees differ too: 0.40% for XMK9.DE and 0.12% for UIM5.DE.
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