3SUR.DE vs. UBUR.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - 3SUR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 7.56%/yr for UBUR.DE. A 0.55 correlation means they provide meaningful diversification when combined. 3SUR.DE charges 0.23%/yr vs 0.18%/yr for UBUR.DE.
Performance
3SUR.DE vs. UBUR.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 UBUR.DE's 8.23% 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*
- —
UBUR.DE
- 1D
- 0.65%
- 1M
- 7.33%
- 6M
- 9.25%
- YTD
- 8.23%
- 1Y
- 8.46%
- 3Y*
- 7.99%
- 5Y*
- 7.56%
- 10Y*
- 9.05%
3SUR.DE vs. UBUR.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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 8.23% | -5.50% | 20.30% | 3.14% | -1.97% | 35.27% | -5.38% | 32.02% | -0.92% |
Correlation
The correlation between 3SUR.DE and UBUR.DE is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2018 | 0.55 |
The correlation between 3SUR.DE and UBUR.DE shifts across timeframes, from -0.01 (1 year) to 0.55 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
3SUR.DE vs. UBUR.DE — Risk / Return Rank
3SUR.DE
UBUR.DE
3SUR.DE vs. UBUR.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 UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.14 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.08 | +1.04 |
| Martin ratioReturn relative to average drawdown | 7.81 | 2.56 | +5.26 |
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Drawdowns
3SUR.DE vs. UBUR.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, smaller than the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and UBUR.DE.
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Drawdown Indicators
| 3SUR.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -35.34% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -7.81% | -1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -14.40% | -5.75% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -14.40% | -13.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.34% | — |
Current DrawdownCurrent decline from peak | -0.84% | -4.40% | +3.56% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.83% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.30% | -0.90% |
Volatility
3SUR.DE vs. UBUR.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) has a higher volatility of 4.81% compared to UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) at 3.85%. This indicates that 3SUR.DE's price experiences larger fluctuations and is considered to be riskier than UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 3.85% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 7.77% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 10.47% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 12.44% | +4.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 14.13% | +3.65% |
3SUR.DE vs. UBUR.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is higher than UBUR.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. UBUR.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, less than UBUR.DE's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.75% | 2.04% | 1.57% | 1.52% | 1.37% | 1.09% | 1.84% | 1.58% | 1.66% | 1.70% | 1.45% |
Frequently Asked Questions
3SUR.DE and UBUR.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.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 UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: iShares and UBS. Their fees differ too: 0.23% for 3SUR.DE and 0.18% for UBUR.DE.
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