2B7J.DE vs. UBU7.DE
2B7J.DE (iShares MSCI World SRI UCITS ETF USD (Dist)) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - 2B7J.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 5 years, 2B7J.DE returned 10.51%/yr vs 12.72%/yr for UBU7.DE. With a 0.97 correlation, they move nearly in lockstep. 2B7J.DE charges 0.20%/yr vs 0.10%/yr for UBU7.DE.
Performance
2B7J.DE vs. UBU7.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 UBU7.DE slightly lower at 10.81%.
2B7J.DE
- 1D
- 0.20%
- 1M
- 3.93%
- YTD
- 10.88%
- 6M
- 11.24%
- 1Y
- 18.69%
- 3Y*
- 12.93%
- 5Y*
- 10.51%
- 10Y*
- —
UBU7.DE
- 1D
- -0.02%
- 1M
- 3.69%
- YTD
- 10.81%
- 6M
- 10.88%
- 1Y
- 23.66%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
2B7J.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 32.24% | 5.15% | 16.84% |
Correlation
The correlation between 2B7J.DE and UBU7.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.97 |
The correlation between 2B7J.DE and UBU7.DE has been stable across timeframes, ranging from 0.93 to 0.97 - a consistent structural relationship.
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Return for Risk
2B7J.DE vs. UBU7.DE — Risk / Return Rank
2B7J.DE
UBU7.DE
2B7J.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 3.58 | -1.20 |
| Martin ratioReturn relative to average drawdown | 8.71 | 14.23 | -5.52 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 2.14 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.89 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.82 | -0.04 |
Drawdowns
2B7J.DE vs. UBU7.DE - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.11%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and UBU7.DE.
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Drawdown Indicators
| 2B7J.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.11% | -33.84% | +1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -6.61% | -1.19% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -21.69% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -21.69% | +0.43% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.84% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.31% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.24% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.66% | +0.47% |
Volatility
2B7J.DE vs. UBU7.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) has a higher volatility of 3.54% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that 2B7J.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.57% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.61% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 11.04% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 14.11% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 15.11% | +1.18% |
2B7J.DE vs. UBU7.DE - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
2B7J.DE vs. UBU7.DE - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.13%, which matches UBU7.DE's 1.13% 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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
With a correlation of 0.93, 2B7J.DE and UBU7.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for 2B7J.DE.
2B7J.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while UBU7.DE tracks MSCI World. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for 2B7J.DE and 0.10% for UBU7.DE.
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