2B7J.DE vs. UETW.DE
2B7J.DE (iShares MSCI World SRI UCITS ETF USD (Dist)) and UETW.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Acc) are both Global Equities funds - 2B7J.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while UETW.DE tracks the MSCI World. Both are passively managed. Over the past 5 years, 2B7J.DE returned 10.51%/yr vs 12.87%/yr for UETW.DE. With a 0.96 correlation, they move nearly in lockstep. 2B7J.DE charges 0.20%/yr vs 0.10%/yr for UETW.DE.
Performance
2B7J.DE vs. UETW.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 2B7J.DE having a 10.88% return and UETW.DE slightly higher at 10.95%.
2B7J.DE
- 1D
- 0.20%
- 1M
- 3.93%
- YTD
- 10.88%
- 6M
- 11.24%
- 1Y
- 18.69%
- 3Y*
- 12.93%
- 5Y*
- 10.51%
- 10Y*
- —
UETW.DE
- 1D
- -0.01%
- 1M
- 3.72%
- YTD
- 10.95%
- 6M
- 10.99%
- 1Y
- 23.94%
- 3Y*
- 17.68%
- 5Y*
- 12.87%
- 10Y*
- —
2B7J.DE vs. UETW.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% | 14.23% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Acc | 10.95% | 8.06% | 26.50% | 19.68% | -13.72% | 32.17% | 5.50% | 12.54% |
Correlation
The correlation between 2B7J.DE and UETW.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 | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2019 | 0.96 |
The correlation between 2B7J.DE and UETW.DE has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.
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Return for Risk
2B7J.DE vs. UETW.DE — Risk / Return Rank
2B7J.DE
UETW.DE
2B7J.DE vs. UETW.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) Acc (UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 3.67 | -1.30 |
| Martin ratioReturn relative to average drawdown | 8.71 | 14.61 | -5.89 |
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 | UETW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 2.17 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.91 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.85 | -0.06 |
Drawdowns
2B7J.DE vs. UETW.DE - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.11%, roughly equal to the maximum UETW.DE drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and UETW.DE.
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Drawdown Indicators
| 2B7J.DE | UETW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.11% | -33.72% | +1.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -6.47% | -1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -21.30% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -21.30% | +0.04% |
Current DrawdownCurrent decline from peak | 0.00% | -0.30% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.63% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.63% | +0.50% |
Volatility
2B7J.DE vs. UETW.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) Acc (UETW.DE) at 2.60%. This indicates that 2B7J.DE's price experiences larger fluctuations and is considered to be riskier than UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.60% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.63% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 10.97% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 14.03% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 16.11% | +0.18% |
2B7J.DE vs. UETW.DE - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is higher than UETW.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. UETW.DE - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.13%, while UETW.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, 2B7J.DE and UETW.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, UETW.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UETW.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 UETW.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 UETW.DE.
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