3SUR.DE vs. SXRV.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - 3SUR.DE is a Large Cap Blend Equities fund tracking the MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 16.36%/yr for SXRV.DE. A 0.76 correlation means they provide meaningful diversification when combined. 3SUR.DE charges 0.23%/yr vs 0.36%/yr for SXRV.DE.
Performance
3SUR.DE vs. SXRV.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 SXRV.DE's 19.60% 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*
- —
SXRV.DE
- 1D
- 0.49%
- 1M
- -1.63%
- 6M
- 20.80%
- YTD
- 19.60%
- 1Y
- 33.64%
- 3Y*
- 23.36%
- 5Y*
- 16.36%
- 10Y*
- 21.19%
3SUR.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 19.60% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | -10.51% |
Correlation
The correlation between 3SUR.DE and SXRV.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2018 | 0.76 |
The correlation between 3SUR.DE and SXRV.DE has been stable across timeframes, ranging from 0.69 to 0.76 - a consistent structural relationship.
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Return for Risk
3SUR.DE vs. SXRV.DE — Risk / Return Rank
3SUR.DE
SXRV.DE
3SUR.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.34 | -1.22 |
| Martin ratioReturn relative to average drawdown | 7.81 | 9.73 | -1.92 |
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Drawdowns
3SUR.DE vs. SXRV.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, roughly equal to the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and SXRV.DE.
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Drawdown Indicators
| 3SUR.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -32.80% | -0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -10.03% | +1.18% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -26.69% | +6.54% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -31.33% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -0.84% | -2.09% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -6.48% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.45% | -1.05% |
Volatility
3SUR.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) is 4.81%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 6.67%. This indicates that 3SUR.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 6.67% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 12.11% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 16.67% | -3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 19.97% | -3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 19.69% | -1.91% |
3SUR.DE vs. SXRV.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
3SUR.DE vs. SXRV.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, while SXRV.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% |
SXRV.DE iShares NASDAQ 100 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 SXRV.DE have a correlation of 0.73, 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 0.36% for SXRV.DE.
3SUR.DE is categorized as Large Cap Blend Equities, while SXRV.DE is Nasdaq-100. 3SUR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.23% for 3SUR.DE and 0.36% for SXRV.DE.
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