3SUR.DE vs. FLXU.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and FLXU.DE (Franklin U.S. Equity UCITS ETF) are both Large Cap Blend Equities funds - 3SUR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index while FLXU.DE tracks the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 12.23%/yr for FLXU.DE. A 0.76 correlation means they provide meaningful diversification when combined. 3SUR.DE charges 0.23%/yr vs 0.25%/yr for FLXU.DE.
Performance
3SUR.DE vs. FLXU.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with 3SUR.DE having a 13.80% return and FLXU.DE slightly higher at 14.00%.
3SUR.DE
- 1D
- 0.54%
- 1M
- 1.52%
- 6M
- 14.74%
- YTD
- 13.80%
- 1Y
- 18.83%
- 3Y*
- 13.80%
- 5Y*
- 8.24%
- 10Y*
- —
FLXU.DE
- 1D
- 0.20%
- 1M
- 0.85%
- 6M
- 14.75%
- YTD
- 14.00%
- 1Y
- 26.16%
- 3Y*
- 15.03%
- 5Y*
- 12.23%
- 10Y*
- —
3SUR.DE vs. FLXU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
3SUR.DE iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) | 13.80% | 9.40% | 11.63% | 20.98% | -22.39% | 31.13% | 22.49% | 28.86% | -9.69% |
FLXU.DE Franklin U.S. Equity UCITS ETF | 14.00% | 8.49% | 16.79% | 11.05% | -3.82% | 38.45% | -0.70% | 31.77% | -4.14% |
Correlation
The correlation between 3SUR.DE and FLXU.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2018 | 0.76 |
The correlation between 3SUR.DE and FLXU.DE has been stable across timeframes, ranging from 0.69 to 0.76 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
3SUR.DE vs. FLXU.DE — Risk / Return Rank
3SUR.DE
FLXU.DE
3SUR.DE vs. FLXU.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) and Franklin U.S. Equity UCITS ETF (FLXU.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 3SUR.DE | FLXU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.38 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 4.52 | -2.40 |
| Martin ratioReturn relative to average drawdown | 7.81 | 16.28 | -8.47 |
Loading charts...
Drawdowns
3SUR.DE vs. FLXU.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, roughly equal to the maximum FLXU.DE drawdown of -32.90%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and FLXU.DE.
Loading charts...
Drawdown Indicators
| 3SUR.DE | FLXU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -32.90% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -5.76% | -3.09% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -23.03% | +2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -23.03% | -4.66% |
Current DrawdownCurrent decline from peak | -0.84% | -1.29% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -4.47% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 1.60% | +0.80% |
Volatility
3SUR.DE vs. FLXU.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) has a higher volatility of 4.81% compared to Franklin U.S. Equity UCITS ETF (FLXU.DE) at 4.00%. This indicates that 3SUR.DE's price experiences larger fluctuations and is considered to be riskier than FLXU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 3SUR.DE | FLXU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 4.00% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 9.07% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 12.56% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 13.94% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 16.47% | +1.31% |
3SUR.DE vs. FLXU.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is lower than FLXU.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
3SUR.DE vs. FLXU.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, while FLXU.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
3SUR.DE iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) | 0.88% | 0.91% | 1.11% | 1.24% | 1.42% | 0.94% | 0.95% | 1.19% | 0.60% |
FLXU.DE Franklin U.S. Equity UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
3SUR.DE and FLXU.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 3SUR.DE is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
3SUR.DE is cheaper with a 0.23% expense ratio, compared with 0.25% for FLXU.DE.
3SUR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while FLXU.DE tracks Russell 1000 TR USD. They also come from different issuers: iShares and Franklin Templeton. Their fees differ too: 0.23% for 3SUR.DE and 0.25% for FLXU.DE.
Find the right allocation for 3SUR.DE and FLXU.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer