3SUR.DE vs. UBUT.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and UBUT.DE (UBS ETF (IE) Factor MSCI USA Quality 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 UBUT.DE tracks the MSCI USA Quality. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 13.47%/yr for UBUT.DE. A 0.80 correlation means they provide meaningful diversification when combined. 3SUR.DE charges 0.23%/yr vs 0.25%/yr for UBUT.DE.
Performance
3SUR.DE vs. UBUT.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 3SUR.DE having a 13.80% return and UBUT.DE slightly higher at 13.97%.
3SUR.DE
- 1D
- 0.54%
- 1M
- 1.52%
- 6M
- 14.74%
- YTD
- 13.80%
- 1Y
- 18.83%
- 3Y*
- 13.80%
- 5Y*
- 8.24%
- 10Y*
- —
UBUT.DE
- 1D
- 0.26%
- 1M
- 3.01%
- 6M
- 15.07%
- YTD
- 13.97%
- 1Y
- 28.43%
- 3Y*
- 18.62%
- 5Y*
- 13.47%
- 10Y*
- 16.23%
3SUR.DE vs. UBUT.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% |
UBUT.DE UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 13.97% | 4.94% | 28.23% | 31.58% | -19.43% | 39.75% | 10.58% | 41.48% | -6.53% |
Correlation
The correlation between 3SUR.DE and UBUT.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2018 | 0.80 |
The correlation between 3SUR.DE and UBUT.DE has been stable across timeframes, ranging from 0.72 to 0.80 - a consistent structural relationship.
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Return for Risk
3SUR.DE vs. UBUT.DE — Risk / Return Rank
3SUR.DE
UBUT.DE
3SUR.DE vs. UBUT.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 Quality UCITS ETF (USD) A-dis (UBUT.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 | UBUT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.38 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.08 | -0.96 |
| Martin ratioReturn relative to average drawdown | 7.81 | 10.93 | -3.12 |
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Drawdowns
3SUR.DE vs. UBUT.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, which is greater than UBUT.DE's maximum drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and UBUT.DE.
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Drawdown Indicators
| 3SUR.DE | UBUT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -30.49% | -2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -9.20% | +0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -24.78% | +4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -24.78% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.49% | — |
Current DrawdownCurrent decline from peak | -0.84% | -0.74% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -4.98% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.59% | -0.19% |
Volatility
3SUR.DE vs. UBUT.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 Quality UCITS ETF (USD) A-dis (UBUT.DE) at 3.70%. This indicates that 3SUR.DE's price experiences larger fluctuations and is considered to be riskier than UBUT.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 | UBUT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 3.70% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 9.40% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 13.50% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 16.83% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 17.02% | +0.76% |
3SUR.DE vs. UBUT.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is lower than UBUT.DE's 0.25% expense ratio. Despite the difference, 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. UBUT.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, more than UBUT.DE's 0.40% 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% |
UBUT.DE UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 0.40% | 0.47% | 0.65% | 0.84% | 0.84% | 0.74% | 1.00% | 0.74% | 1.28% | 0.95% | 1.06% |
Frequently Asked Questions
3SUR.DE and UBUT.DE have a correlation of 0.79, 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 0.25% for UBUT.DE.
3SUR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while UBUT.DE tracks MSCI USA Quality. They also come from different issuers: iShares and UBS. Their fees differ too: 0.23% for 3SUR.DE and 0.25% for UBUT.DE.
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