2B7J.DE vs. BBCK.DE
2B7J.DE (iShares MSCI World SRI UCITS ETF USD (Dist)) and BBCK.DE (Invesco Global Buyback Achievers UCITS ETF) are both Global Equities funds - 2B7J.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while BBCK.DE tracks the Nasdaq Global Buyback Achievers. Both are passively managed. Over the past 5 years, 2B7J.DE returned 10.51%/yr vs 10.80%/yr for BBCK.DE. A 0.69 correlation means they provide meaningful diversification when combined. 2B7J.DE charges 0.20%/yr vs 0.39%/yr for BBCK.DE.
Performance
2B7J.DE vs. BBCK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7J.DE achieves a 10.88% return, which is significantly higher than BBCK.DE's 7.16% return.
2B7J.DE
- 1D
- 0.20%
- 1M
- 3.93%
- YTD
- 10.88%
- 6M
- 11.24%
- 1Y
- 18.69%
- 3Y*
- 12.93%
- 5Y*
- 10.51%
- 10Y*
- —
BBCK.DE
- 1D
- 0.98%
- 1M
- 0.64%
- YTD
- 7.16%
- 6M
- 9.30%
- 1Y
- 21.96%
- 3Y*
- 18.50%
- 5Y*
- 10.80%
- 10Y*
- 11.96%
2B7J.DE vs. BBCK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7J.DE iShares MSCI World SRI UCITS ETF USD (Dist) | 10.88% | 2.89% | 17.47% | 20.94% | -16.87% | 36.52% | 9.59% | 19.82% |
BBCK.DE Invesco Global Buyback Achievers UCITS ETF | 7.16% | 16.70% | 19.10% | 11.74% | -6.44% | 30.65% | 1.65% | 16.54% |
Correlation
The correlation between 2B7J.DE and BBCK.DE is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.69 |
The correlation between 2B7J.DE and BBCK.DE has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.
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Return for Risk
2B7J.DE vs. BBCK.DE — Risk / Return Rank
2B7J.DE
BBCK.DE
2B7J.DE vs. BBCK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) and Invesco Global Buyback Achievers UCITS ETF (BBCK.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.
| 2B7J.DE | BBCK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 4.97 | -2.59 |
| Martin ratioReturn relative to average drawdown | 8.71 | 14.50 | -5.78 |
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
| 2B7J.DE | BBCK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.88 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.75 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.91 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.86 | -0.07 |
Drawdowns
2B7J.DE vs. BBCK.DE - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.11%, roughly equal to the maximum BBCK.DE drawdown of -33.23%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and BBCK.DE.
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Drawdown Indicators
| 2B7J.DE | BBCK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.11% | -33.23% | +1.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -4.40% | -3.40% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -21.54% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -21.54% | +0.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.23% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.61% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.51% | +0.62% |
Volatility
2B7J.DE vs. BBCK.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) has a higher volatility of 3.54% compared to Invesco Global Buyback Achievers UCITS ETF (BBCK.DE) at 2.79%. This indicates that 2B7J.DE's price experiences larger fluctuations and is considered to be riskier than BBCK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7J.DE | BBCK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.79% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.81% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 11.63% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 15.39% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 18.85% | -2.56% |
2B7J.DE vs. BBCK.DE - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is lower than BBCK.DE's 0.39% expense ratio.
Dividends
2B7J.DE vs. BBCK.DE - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.13%, less than BBCK.DE's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7J.DE iShares MSCI World SRI UCITS ETF USD (Dist) | 1.13% | 1.23% | 1.37% | 1.55% | 1.74% | 1.15% | 1.28% | 1.68% | 0.00% | 0.00% | 0.00% | 0.00% |
BBCK.DE Invesco Global Buyback Achievers UCITS ETF | 1.69% | 1.88% | 1.79% | 1.75% | 1.97% | 1.18% | 1.61% | 1.84% | 1.35% | 1.18% | 1.63% | 1.28% |
Frequently Asked Questions
2B7J.DE and BBCK.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7J.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7J.DE is cheaper with a 0.20% expense ratio, compared with 0.39% for BBCK.DE.
2B7J.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while BBCK.DE tracks Nasdaq Global Buyback Achievers. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.20% for 2B7J.DE and 0.39% for BBCK.DE.
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