2B7J.DE vs. VDIV.DE
2B7J.DE (iShares MSCI World SRI UCITS ETF USD (Dist)) and VDIV.DE (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both Global Equities funds - 2B7J.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while VDIV.DE tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 5 years, 2B7J.DE returned 10.51%/yr vs 17.51%/yr for VDIV.DE. A 0.69 correlation means they provide meaningful diversification when combined. 2B7J.DE charges 0.20%/yr vs 0.38%/yr for VDIV.DE.
Performance
2B7J.DE vs. VDIV.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 VDIV.DE's 9.79% 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*
- —
VDIV.DE
- 1D
- 0.23%
- 1M
- -0.18%
- YTD
- 9.79%
- 6M
- 12.68%
- 1Y
- 25.52%
- 3Y*
- 19.95%
- 5Y*
- 17.51%
- 10Y*
- —
2B7J.DE vs. VDIV.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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 9.79% | 24.55% | 15.67% | 11.47% | 15.47% | 27.92% | -11.00% | 10.93% |
Correlation
The correlation between 2B7J.DE and VDIV.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.69 |
Over the past year, the correlation between 2B7J.DE and VDIV.DE has dropped to 0.45 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
2B7J.DE vs. VDIV.DE — Risk / Return Rank
2B7J.DE
VDIV.DE
2B7J.DE vs. VDIV.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.51 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 6.94 | -4.56 |
| Martin ratioReturn relative to average drawdown | 8.71 | 20.46 | -11.75 |
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 | VDIV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 2.73 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 1.45 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.94 | -0.16 |
Drawdowns
2B7J.DE vs. VDIV.DE - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.11%, smaller than the maximum VDIV.DE drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and VDIV.DE.
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Drawdown Indicators
| 2B7J.DE | VDIV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.11% | -36.12% | +4.01% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -3.68% | -4.12% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -15.12% | -6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -15.12% | -6.14% |
Current DrawdownCurrent decline from peak | 0.00% | -2.39% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.22% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.25% | +0.88% |
Volatility
2B7J.DE vs. VDIV.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) has a higher volatility of 3.54% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) at 2.82%. This indicates that 2B7J.DE's price experiences larger fluctuations and is considered to be riskier than VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.82% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 6.79% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 9.36% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 11.92% | +2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 15.36% | +0.93% |
2B7J.DE vs. VDIV.DE - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is lower than VDIV.DE's 0.38% expense ratio.
Dividends
2B7J.DE vs. VDIV.DE - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.13%, less than VDIV.DE's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.19% | 3.58% | 4.19% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% |
Frequently Asked Questions
2B7J.DE and VDIV.DE have a correlation of 0.45, 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 0.38% for VDIV.DE.
2B7J.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while VDIV.DE tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.20% for 2B7J.DE and 0.38% for VDIV.DE.
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