3SUR.DE vs. MIVU.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and MIVU.DE (Amundi MSCI USA Minimum Volatility Factor UCITS ETF) are both Large Cap Blend Equities funds - 3SUR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index while MIVU.DE tracks the MSCI USA Minimum Volatility. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 7.81%/yr for MIVU.DE. A 0.59 correlation means they provide meaningful diversification when combined. 3SUR.DE charges 0.23%/yr vs 0.18%/yr for MIVU.DE.
Performance
3SUR.DE vs. MIVU.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 3SUR.DE achieves a 13.80% return, which is significantly higher than MIVU.DE's 6.56% return.
3SUR.DE
- 1D
- 0.54%
- 1M
- 1.52%
- 6M
- 14.74%
- YTD
- 13.80%
- 1Y
- 18.83%
- 3Y*
- 13.80%
- 5Y*
- 8.24%
- 10Y*
- —
MIVU.DE
- 1D
- 0.52%
- 1M
- 3.30%
- 6M
- 8.09%
- YTD
- 6.56%
- 1Y
- 8.58%
- 3Y*
- 9.33%
- 5Y*
- 7.81%
- 10Y*
- —
3SUR.DE vs. MIVU.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% | -11.02% |
MIVU.DE Amundi MSCI USA Minimum Volatility Factor UCITS ETF | 6.56% | -3.87% | 22.89% | 5.36% | -4.28% | 31.88% | -5.36% | 30.00% | -5.89% |
Correlation
The correlation between 3SUR.DE and MIVU.DE is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2018 | 0.59 |
Over the past year, the correlation between 3SUR.DE and MIVU.DE has dropped to 0.24 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.
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. MIVU.DE — Risk / Return Rank
3SUR.DE
MIVU.DE
3SUR.DE vs. MIVU.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 Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.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 | MIVU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.77 | +0.35 |
| Martin ratioReturn relative to average drawdown | 7.81 | 4.36 | +3.46 |
Loading charts...
Drawdowns
3SUR.DE vs. MIVU.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, roughly equal to the maximum MIVU.DE drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and MIVU.DE.
Loading charts...
Drawdown Indicators
| 3SUR.DE | MIVU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -32.68% | -0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -4.83% | -4.02% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -14.89% | -5.26% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -14.89% | -12.80% |
Current DrawdownCurrent decline from peak | -0.84% | -3.35% | +2.51% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -6.16% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 1.96% | +0.44% |
Volatility
3SUR.DE vs. MIVU.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) has a higher volatility of 4.81% compared to Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE) at 2.55%. This indicates that 3SUR.DE's price experiences larger fluctuations and is considered to be riskier than MIVU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 3SUR.DE | MIVU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 2.55% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 6.16% | +4.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 9.04% | +4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 11.90% | +4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 13.92% | +3.86% |
3SUR.DE vs. MIVU.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is higher than MIVU.DE's 0.18% 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%.
Dividends
3SUR.DE vs. MIVU.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, while MIVU.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% |
MIVU.DE Amundi MSCI USA Minimum Volatility Factor 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 MIVU.DE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MIVU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MIVU.DE is cheaper with a 0.18% expense ratio, compared with 0.23% for 3SUR.DE.
3SUR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while MIVU.DE tracks MSCI USA Minimum Volatility. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.23% for 3SUR.DE and 0.18% for MIVU.DE.
Find the right allocation for 3SUR.DE and MIVU.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