3SUR.DE vs. UIMP.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible 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 UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 11.54%/yr for UIMP.DE. Their correlation of 0.87 suggests significant overlap in exposure. 3SUR.DE charges 0.23%/yr vs 0.22%/yr for UIMP.DE.
Performance
3SUR.DE vs. UIMP.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 UIMP.DE's 16.86% 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*
- —
UIMP.DE
- 1D
- 0.45%
- 1M
- 1.61%
- 6M
- 17.98%
- YTD
- 16.86%
- 1Y
- 25.12%
- 3Y*
- 15.93%
- 5Y*
- 11.54%
- 10Y*
- 14.33%
3SUR.DE vs. UIMP.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% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 16.86% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 33.09% | -6.43% |
Correlation
The correlation between 3SUR.DE and UIMP.DE is 0.85, 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 | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
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 | 0.87 |
The correlation between 3SUR.DE and UIMP.DE has been stable across timeframes, ranging from 0.83 to 0.87 - a consistent structural relationship.
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Return for Risk
3SUR.DE vs. UIMP.DE — Risk / Return Rank
3SUR.DE
UIMP.DE
3SUR.DE vs. UIMP.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 (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.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 | UIMP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.65 | -0.54 |
| Martin ratioReturn relative to average drawdown | 7.81 | 8.55 | -0.74 |
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Drawdowns
3SUR.DE vs. UIMP.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, roughly equal to the maximum UIMP.DE drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and UIMP.DE.
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Drawdown Indicators
| 3SUR.DE | UIMP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -33.37% | -0.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -9.42% | +0.57% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -24.74% | +4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -24.74% | -2.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -0.84% | -1.54% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -8.05% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.93% | -0.53% |
Volatility
3SUR.DE vs. UIMP.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) and UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) have volatilities of 4.81% and 4.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3SUR.DE | UIMP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 4.66% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 10.22% | +0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 13.86% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 16.62% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 16.86% | +0.92% |
3SUR.DE vs. UIMP.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is higher than UIMP.DE's 0.22% 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. UIMP.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, more than UIMP.DE's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.41% | 0.82% | 0.70% | 0.75% | 0.92% | 0.62% | 0.90% | 0.97% | 1.03% | 1.25% | 1.26% | 1.25% |
Frequently Asked Questions
3SUR.DE and UIMP.DE have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIMP.DE is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIMP.DE is cheaper with a 0.22% expense ratio, compared with 0.23% for 3SUR.DE.
3SUR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.23% for 3SUR.DE and 0.22% for UIMP.DE.
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