MOGB.L vs. SRIU.L

Last updated Jul 16, 2026

MOGB.L (VanEck Morningstar US Sustainable Wide Moat UCITS ETF) and SRIU.L (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds tracking the Russell 1000 TR USD, from VanEck and UBS respectively. Both are passively managed. Over the past 5 years, MOGB.L returned 4.16%/yr vs 11.37%/yr for SRIU.L. Their correlation of 0.83 suggests significant overlap in exposure. MOGB.L charges 0.49%/yr vs 0.22%/yr for SRIU.L.

Performance

MOGB.L vs. SRIU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

MOGB.L is traded in GBP, while SRIU.L is traded in GBp. To make them comparable, the SRIU.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

MOGB.L

• 1D: 0.65%
• 1M: 2.20%
• 6M: -2.02%
• YTD: 0.00%
• 1Y: 7.54%
• 3Y*: 6.76%
• 5Y*: 4.16%
• 10Y*: 7.44%

SRIU.L

• 1D: -1.80%
• 1M: -1.36%
• 6M: 12.13%
• YTD: 13.09%
• 1Y: 21.65%
• 3Y*: 15.81%
• 5Y*: 11.37%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MOGB.L vs. SRIU.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
MOGB.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF	0.00%	0.00%	12.94%	11.88%	-9.07%	27.24%	14.18%
SRIU.L UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis	13.09%	3.18%	21.26%	25.24%	-16.33%	32.89%	21.42%

Correlation

The correlation between MOGB.L and SRIU.L is 0.56, 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	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.76
Correlation (5Y) Calculated over the trailing 5-year period	0.83
Correlation (All Time) Calculated using the full available price history since May 13, 2020	0.83

Over the past year, the correlation between MOGB.L and SRIU.L has dropped to 0.56 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.

Return for Risk

MOGB.L vs. SRIU.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MOGB.L

MOGB.L Risk / Return Rank: 19
MOGB.L Sharpe Ratio Rank: 20
MOGB.L Sortino Ratio Rank: 20
MOGB.L Omega Ratio Rank: 19
MOGB.L Calmar Ratio Rank: 19
MOGB.L Martin Ratio Rank: 18

SRIU.L

SRIU.L Risk / Return Rank: 56
SRIU.L Sharpe Ratio Rank: 60
SRIU.L Sortino Ratio Rank: 59
SRIU.L Omega Ratio Rank: 59
SRIU.L Calmar Ratio Rank: 53
SRIU.L Martin Ratio Rank: 51

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MOGB.L vs. SRIU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L). 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.

	MOGB.L	SRIU.L	Difference
Sharpe ratio: Return per unit of total volatility	0.59	1.63	-1.04
Sortino ratio: Return per unit of downside risk	0.94	2.29	-1.35
Omega ratio: Gain probability vs. loss probability	1.11	1.30	-0.19
Calmar ratio: Return relative to maximum drawdown	0.68	2.22	-1.54
Martin ratio: Return relative to average drawdown	1.57	7.07	-5.50

MOGB.L vs. SRIU.L - Sharpe Ratio Comparison

The current MOGB.L Sharpe Ratio is 0.59, which is lower than the SRIU.L Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of MOGB.L and SRIU.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MOGB.L vs. SRIU.L - Drawdown Comparison

The maximum MOGB.L drawdown since its inception was -26.42%, which is greater than SRIU.L's maximum drawdown of -22.95%. Use the drawdown chart below to compare losses from any high point for MOGB.L and SRIU.L.

Drawdown Indicators

	MOGB.L	SRIU.L	Difference
Max Drawdown Largest peak-to-trough decline	-26.42%	-22.95%	-3.47%
Max Drawdown (1Y) Largest decline over 1 year	-11.01%	-9.71%	-1.30%
Max Drawdown (3Y) Largest decline over 3 years	-22.73%	-22.56%	-0.17%
Max Drawdown (5Y) Largest decline over 5 years	-22.73%	-22.95%	+0.22%
Max Drawdown (10Y) Largest decline over 10 years	-26.42%	—	—
Current Drawdown Current decline from peak	-4.37%	-3.46%	-0.91%
Average Drawdown Average peak-to-trough decline	-7.83%	-5.55%	-2.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.79%	3.05%	+1.74%

Volatility

MOGB.L vs. SRIU.L - Volatility Comparison

VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) have volatilities of 5.09% and 5.09%, 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.

Volatility by Period

	MOGB.L	SRIU.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.09%	5.09%	0.00%
Volatility (6M) Calculated over the trailing 6-month period	9.66%	10.40%	-0.74%
Volatility (1Y) Calculated over the trailing 1-year period	12.66%	13.19%	-0.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.05%	15.94%	+4.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.73%	15.95%	+6.78%

MOGB.L vs. SRIU.L - Expense Ratio Comparison

MOGB.L has a 0.49% expense ratio, which is higher than SRIU.L's 0.22% expense ratio.

Dividends

MOGB.L vs. SRIU.L - Dividend Comparison

MOGB.L has not paid dividends to shareholders, while SRIU.L's dividend yield for the trailing twelve months is around 0.71%.

Position	TTM	2025	2024	2023	2022	2021	2020
MOGB.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SRIU.L UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis	0.71%	0.98%	0.51%	0.94%	1.08%	0.79%	0.21%

Frequently Asked Questions

Can I hold both MOGB.L and SRIU.L in my portfolio?

MOGB.L and SRIU.L have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MOGB.L or SRIU.L?

On fees, SRIU.L is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MOGB.L or SRIU.L?

SRIU.L is cheaper with a 0.22% expense ratio, compared with 0.49% for MOGB.L.

What is the main difference between MOGB.L and SRIU.L?

Both ETFs track Russell 1000 TR USD. They also come from different issuers: VanEck and UBS. Their fees differ too: 0.49% for MOGB.L and 0.22% for SRIU.L.