3SUR.DE vs. MVEA.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and MVEA.DE (iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF) are both Large Cap Blend Equities funds from iShares - 3SUR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index while MVEA.DE tracks the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 6.40%/yr for MVEA.DE. A 0.63 correlation means they provide meaningful diversification when combined. 3SUR.DE charges 0.23%/yr vs 0.20%/yr for MVEA.DE.
Performance
3SUR.DE vs. MVEA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 3SUR.DE achieves a 13.80% return, which is significantly higher than MVEA.DE's 5.52% 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*
- —
MVEA.DE
- 1D
- 0.39%
- 1M
- 2.82%
- 6M
- 6.99%
- YTD
- 5.52%
- 1Y
- 5.81%
- 3Y*
- 7.20%
- 5Y*
- 6.40%
- 10Y*
- —
3SUR.DE vs. MVEA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
3SUR.DE iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) | 13.80% | 9.40% | 11.63% | 20.98% | -22.39% | 31.13% | 38.38% |
MVEA.DE iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF | 5.52% | -7.05% | 19.63% | 8.85% | -6.84% | 34.80% | 5.76% |
Correlation
The correlation between 3SUR.DE and MVEA.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 2020 | 0.63 |
Over the past year, the correlation between 3SUR.DE and MVEA.DE has dropped to 0.36 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
3SUR.DE vs. MVEA.DE — Risk / Return Rank
3SUR.DE
MVEA.DE
3SUR.DE vs. MVEA.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 iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF (MVEA.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 | MVEA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.12 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.16 | +0.95 |
| Martin ratioReturn relative to average drawdown | 7.81 | 2.74 | +5.07 |
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Drawdowns
3SUR.DE vs. MVEA.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, which is greater than MVEA.DE's maximum drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and MVEA.DE.
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Drawdown Indicators
| 3SUR.DE | MVEA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -17.51% | -15.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -4.97% | -3.88% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -17.51% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -17.51% | -10.18% |
Current DrawdownCurrent decline from peak | -0.84% | -7.61% | +6.77% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.46% | -1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.11% | +0.29% |
Volatility
3SUR.DE vs. MVEA.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) has a higher volatility of 4.81% compared to iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF (MVEA.DE) at 2.53%. This indicates that 3SUR.DE's price experiences larger fluctuations and is considered to be riskier than MVEA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3SUR.DE | MVEA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 2.53% | +2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 6.10% | +4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 9.08% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 12.30% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 12.73% | +5.05% |
3SUR.DE vs. MVEA.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is higher than MVEA.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%.
Dividends
3SUR.DE vs. MVEA.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, while MVEA.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% |
MVEA.DE iShares Edge MSCI USA Minimum Volatility ESG 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 MVEA.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MVEA.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MVEA.DE is cheaper with a 0.20% expense ratio, compared with 0.23% for 3SUR.DE.
3SUR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while MVEA.DE tracks Russell 1000 TR USD. Their fees differ too: 0.23% for 3SUR.DE and 0.20% for MVEA.DE.
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