VERX.L vs. 3IN.L
VERX.L (Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing) is Europe Equities fund tracking the MSCI Europe Ex UK NR EUR, while 3IN.L (3I Infrastructure plc) is a stock. Over the past 10 years, VERX.L returned 10.76%/yr vs 11.20%/yr for 3IN.L. At a 0.25 correlation, their price movements are largely independent.
Performance
VERX.L vs. 3IN.L - Performance Comparison
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Different Trading Currencies
VERX.L is traded in GBP, while 3IN.L is traded in GBp. To make them comparable, the 3IN.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, VERX.L achieves a 6.84% return, which is significantly higher than 3IN.L's -0.67% return. Both investments have delivered pretty close results over the past 10 years, with VERX.L having a 10.76% annualized return and 3IN.L not far ahead at 11.20%.
VERX.L
- 1D
- 0.91%
- 1M
- 4.05%
- YTD
- 6.84%
- 6M
- 9.25%
- 1Y
- 19.19%
- 3Y*
- 13.86%
- 5Y*
- 9.51%
- 10Y*
- 10.76%
3IN.L
- 1D
- 0.95%
- 1M
- -0.67%
- YTD
- -0.67%
- 6M
- -0.54%
- 1Y
- 15.03%
- 3Y*
- 9.53%
- 5Y*
- 7.60%
- 10Y*
- 11.20%
VERX.L vs. 3IN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VERX.L Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing | 6.84% | 26.34% | 2.68% | 15.20% | -7.06% | 16.14% | 8.53% | 20.48% | -9.68% | 16.53% |
3IN.L 3I Infrastructure plc | -0.67% | 22.18% | 2.54% | -0.26% | -2.67% | 18.80% | 8.07% | 17.48% | 21.28% | 15.84% |
Correlation
The correlation between VERX.L and 3IN.L is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2014 | 0.25 |
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Return for Risk
VERX.L vs. 3IN.L — Risk / Return Rank
VERX.L
3IN.L
VERX.L vs. 3IN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing (VERX.L) and 3I Infrastructure plc (3IN.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.
| VERX.L | 3IN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.98 | +0.72 |
| Martin ratioReturn relative to average drawdown | 6.07 | 2.83 | +3.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VERX.L | 3IN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.91 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.42 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.53 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.57 | +0.06 |
Drawdowns
VERX.L vs. 3IN.L - Drawdown Comparison
The maximum VERX.L drawdown since its inception was -27.64%, smaller than the maximum 3IN.L drawdown of -41.42%. Use the drawdown chart below to compare losses from any high point for VERX.L and 3IN.L.
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Drawdown Indicators
| VERX.L | 3IN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.64% | -41.42% | +13.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -15.32% | +4.06% |
Max Drawdown (3Y)Largest decline over 3 years | -13.27% | -15.32% | +2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -20.31% | -20.10% | -0.21% |
Max Drawdown (10Y)Largest decline over 10 years | -27.64% | -41.42% | +13.78% |
Current DrawdownCurrent decline from peak | -0.55% | -3.51% | +2.96% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -4.48% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 5.30% | -2.15% |
Volatility
VERX.L vs. 3IN.L - Volatility Comparison
Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing (VERX.L) and 3I Infrastructure plc (3IN.L) have volatilities of 4.13% and 4.12%, 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
| VERX.L | 3IN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.12% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 12.24% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 16.47% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 17.94% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 21.23% | -5.66% |
Dividends
VERX.L vs. 3IN.L - Dividend Comparison
VERX.L's dividend yield for the trailing twelve months is around 2.46%, less than 3IN.L's 3.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | 3.51% | 3.49% | 3.87% | 3.58% | 3.23% | 2.86% | 3.08% | 3.03% | 15.84% | 3.70% | 3.96% | 13.36% |
VERX.L Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing | 2.46% | 2.62% | 2.94% | 2.72% | 2.92% | 2.33% | 1.97% | 2.95% | 3.14% | 2.68% | 2.64% | 2.56% |
Frequently Asked Questions
VERX.L and 3IN.L have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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