3SUR.DE vs. USUE.DE
3SUR.DE (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) and USUE.DE (UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc) are both Large Cap Blend Equities funds - 3SUR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index while USUE.DE tracks the MSCI USA Select Factor Mix. Both are passively managed. Over the past 5 years, 3SUR.DE returned 8.24%/yr vs 11.48%/yr for USUE.DE. A 0.74 correlation means they provide meaningful diversification when combined. 3SUR.DE charges 0.23%/yr vs 0.25%/yr for USUE.DE.
Performance
3SUR.DE vs. USUE.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 3SUR.DE achieves a 13.80% return, which is significantly lower than USUE.DE's 17.43% 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*
- —
USUE.DE
- 1D
- 1.05%
- 1M
- 4.20%
- 6M
- 17.97%
- YTD
- 17.43%
- 1Y
- 25.84%
- 3Y*
- 16.51%
- 5Y*
- 11.48%
- 10Y*
- —
3SUR.DE vs. USUE.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% | -7.89% |
USUE.DE UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc | 17.43% | 0.99% | 25.07% | 12.96% | -8.61% | 35.62% | -6.54% | 32.71% | -12.55% |
Correlation
The correlation between 3SUR.DE and USUE.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2018 | 0.74 |
The correlation between 3SUR.DE and USUE.DE shifts across timeframes, from 0.63 (1 year) to 0.75 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
3SUR.DE vs. USUE.DE — Risk / Return Rank
3SUR.DE
USUE.DE
3SUR.DE vs. USUE.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) MSCI USA Select Factor Mix UCITS ETF (USD) Acc (USUE.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 | USUE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.39 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 5.26 | -3.15 |
| Martin ratioReturn relative to average drawdown | 7.81 | 17.57 | -9.76 |
Loading charts...
Drawdowns
3SUR.DE vs. USUE.DE - Drawdown Comparison
The maximum 3SUR.DE drawdown since its inception was -33.43%, smaller than the maximum USUE.DE drawdown of -39.26%. Use the drawdown chart below to compare losses from any high point for 3SUR.DE and USUE.DE.
Loading charts...
Drawdown Indicators
| 3SUR.DE | USUE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -39.26% | +5.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -4.89% | -3.96% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -20.79% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -20.79% | -6.90% |
Current DrawdownCurrent decline from peak | -0.84% | -0.69% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.61% | -0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 1.47% | +0.93% |
Volatility
3SUR.DE vs. USUE.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) MSCI USA Select Factor Mix UCITS ETF (USD) Acc (USUE.DE) at 3.34%. This indicates that 3SUR.DE's price experiences larger fluctuations and is considered to be riskier than USUE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 3SUR.DE | USUE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 3.34% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 8.13% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.43% | 11.56% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 14.47% | +2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 16.91% | +0.87% |
3SUR.DE vs. USUE.DE - Expense Ratio Comparison
3SUR.DE has a 0.23% expense ratio, which is lower than USUE.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. USUE.DE - Dividend Comparison
3SUR.DE's dividend yield for the trailing twelve months is around 0.88%, while USUE.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% |
USUE.DE UBS ETF (IE) MSCI USA Select Factor Mix 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 USUE.DE have a correlation of 0.63, 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 USUE.DE.
3SUR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index, while USUE.DE tracks MSCI USA Select Factor Mix. They also come from different issuers: iShares and UBS. Their fees differ too: 0.23% for 3SUR.DE and 0.25% for USUE.DE.
Find the right allocation for 3SUR.DE and USUE.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer