3SUR.DE vs. QDVR.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and QDVR.DE (iShares MSCI USA SRI UCITS ETF USD (Acc)) are both Large Cap Blend Equities funds from iShares - 3SUR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index while QDVR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 11.75%/yr for QDVR.DE. Their correlation of 0.88 suggests significant overlap in exposure. 3SUR.DE charges 0.23%/yr vs 0.20%/yr for QDVR.DE.
Performance
3SUR.DE vs. QDVR.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 lower than QDVR.DE's 18.44% 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*
- —
QDVR.DE
- 1D
- 0.66%
- 1M
- 3.18%
- 6M
- 19.21%
- YTD
- 18.44%
- 1Y
- 25.12%
- 3Y*
- 14.41%
- 5Y*
- 11.75%
- 10Y*
- —
3SUR.DE vs. QDVR.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% |
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 18.44% | -0.78% | 20.30% | 20.30% | -14.41% | 43.73% | 13.45% | 35.58% | -5.68% |
Correlation
The correlation between 3SUR.DE and QDVR.DE is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2018 | 0.88 |
The correlation between 3SUR.DE and QDVR.DE has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.
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Return for Risk
3SUR.DE vs. QDVR.DE — Risk / Return Rank
3SUR.DE
QDVR.DE
3SUR.DE vs. QDVR.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 MSCI USA SRI UCITS ETF USD (Acc) (QDVR.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 | QDVR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.34 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.50 | -1.38 |
| Martin ratioReturn relative to average drawdown | 7.81 | 11.70 | -3.89 |
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Drawdowns
3SUR.DE vs. QDVR.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, roughly equal to the maximum QDVR.DE drawdown of -32.86%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and QDVR.DE.
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Drawdown Indicators
| 3SUR.DE | QDVR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -32.86% | -0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -7.15% | -1.70% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -23.88% | +3.73% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -23.88% | -3.81% |
Current DrawdownCurrent decline from peak | -0.84% | -1.25% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.16% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.14% | +0.26% |
Volatility
3SUR.DE vs. QDVR.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) has a higher volatility of 4.81% compared to iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) at 4.36%. This indicates that 3SUR.DE's price experiences larger fluctuations and is considered to be riskier than QDVR.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 | QDVR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 4.36% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 9.64% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 13.21% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 15.62% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 17.50% | +0.28% |
3SUR.DE vs. QDVR.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is higher than QDVR.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. QDVR.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, while QDVR.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% |
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
3SUR.DE and QDVR.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVR.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVR.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 QDVR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. Their fees differ too: 0.23% for 3SUR.DE and 0.20% for QDVR.DE.
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