3SUE.DE vs. KO
Compare and contrast key facts about iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist (3SUE.DE) and The Coca-Cola Company (KO).
3SUE.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Consumer Staples. It was launched on Oct 17, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3SUE.DE or KO.
Correlation
The correlation between 3SUE.DE and KO is 0.48, 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
3SUE.DE vs. KO - Performance Comparison
Key characteristics
3SUE.DE:
1.22
KO:
0.93
3SUE.DE:
1.91
KO:
1.40
3SUE.DE:
1.22
KO:
1.17
3SUE.DE:
1.31
KO:
0.80
3SUE.DE:
5.74
KO:
2.33
3SUE.DE:
1.80%
KO:
5.10%
3SUE.DE:
8.49%
KO:
12.77%
3SUE.DE:
-22.99%
KO:
-68.21%
3SUE.DE:
-1.86%
KO:
-13.09%
Returns By Period
In the year-to-date period, 3SUE.DE achieves a 10.21% return, which is significantly higher than KO's 9.38% return.
3SUE.DE
10.21%
2.74%
3.78%
11.32%
5.85%
N/A
KO
9.38%
0.05%
1.09%
11.16%
5.86%
7.20%
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Risk-Adjusted Performance
3SUE.DE vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist (3SUE.DE) and The Coca-Cola Company (KO). 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
3SUE.DE vs. KO - Dividend Comparison
3SUE.DE's dividend yield for the trailing twelve months is around 2.31%, less than KO's 3.10% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist | 2.31% | 2.04% | 1.97% | 1.78% | 2.49% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
The Coca-Cola Company | 3.10% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
3SUE.DE vs. KO - Drawdown Comparison
The maximum 3SUE.DE drawdown since its inception was -22.99%, smaller than the maximum KO drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for 3SUE.DE and KO. For additional features, visit the drawdowns tool.
Volatility
3SUE.DE vs. KO - Volatility Comparison
The current volatility for iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist (3SUE.DE) is 3.07%, while The Coca-Cola Company (KO) has a volatility of 4.14%. This indicates that 3SUE.DE experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.