2B7J.DE vs. IQQI.DE
2B7J.DE (iShares MSCI World SRI UCITS ETF USD (Dist)) and IQQI.DE (iShares Global Infrastructure UCITS ETF) are both Global Equities funds from iShares - 2B7J.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while IQQI.DE tracks the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 5 years, 2B7J.DE returned 10.51%/yr vs 6.76%/yr for IQQI.DE. A 0.59 correlation means they provide meaningful diversification when combined. 2B7J.DE charges 0.20%/yr vs 0.65%/yr for IQQI.DE.
Performance
2B7J.DE vs. IQQI.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with 2B7J.DE having a 10.88% return and IQQI.DE slightly lower at 10.36%.
2B7J.DE
- 1D
- 0.20%
- 1M
- 3.93%
- YTD
- 10.88%
- 6M
- 11.24%
- 1Y
- 18.69%
- 3Y*
- 12.93%
- 5Y*
- 10.51%
- 10Y*
- —
IQQI.DE
- 1D
- -1.37%
- 1M
- -1.18%
- YTD
- 10.36%
- 6M
- 9.16%
- 1Y
- 13.12%
- 3Y*
- 8.46%
- 5Y*
- 6.76%
- 10Y*
- 6.89%
2B7J.DE vs. IQQI.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% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 10.36% | 0.54% | 14.51% | -3.16% | -0.37% | 26.96% | -10.83% | 13.90% |
Correlation
The correlation between 2B7J.DE and IQQI.DE is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.59 |
Over the past year, the correlation between 2B7J.DE and IQQI.DE has dropped to 0.20 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.
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Return for Risk
2B7J.DE vs. IQQI.DE — Risk / Return Rank
2B7J.DE
IQQI.DE
2B7J.DE vs. IQQI.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 iShares Global Infrastructure UCITS ETF (IQQI.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 | IQQI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.55 | -0.18 |
| Martin ratioReturn relative to average drawdown | 8.71 | 6.21 | +2.50 |
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 | IQQI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.17 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.53 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.33 | +0.46 |
Drawdowns
2B7J.DE vs. IQQI.DE - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.11%, smaller than the maximum IQQI.DE drawdown of -42.25%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and IQQI.DE.
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Drawdown Indicators
| 2B7J.DE | IQQI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.11% | -42.25% | +10.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -4.81% | -2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -14.76% | -6.50% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -24.81% | +3.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.15% | — |
Current DrawdownCurrent decline from peak | 0.00% | -3.21% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -11.06% | +5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.98% | +0.15% |
Volatility
2B7J.DE vs. IQQI.DE - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) is 3.54%, while iShares Global Infrastructure UCITS ETF (IQQI.DE) has a volatility of 3.88%. This indicates that 2B7J.DE experiences smaller price fluctuations and is considered to be less risky than IQQI.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 | IQQI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.88% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 8.71% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 10.48% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 12.70% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 14.23% | +2.06% |
2B7J.DE vs. IQQI.DE - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.
Dividends
2B7J.DE vs. IQQI.DE - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.13%, less than IQQI.DE's 2.09% 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% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 2.09% | 2.30% | 2.28% | 2.42% | 2.14% | 1.85% | 2.25% | 2.05% | 2.30% | 2.76% | 2.64% | 3.14% |
Frequently Asked Questions
2B7J.DE and IQQI.DE have a correlation of 0.20, 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 0.65% for IQQI.DE.
2B7J.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while IQQI.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.20% for 2B7J.DE and 0.65% for IQQI.DE.
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