2B7J.DE vs. VOO
Compare and contrast key facts about iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) and Vanguard S&P 500 ETF (VOO).
2B7J.DE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7J.DE is a passively managed fund by iShares that tracks the performance of the MSCI World SRI Select Reduced Fossil Fuels. It was launched on Oct 12, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both 2B7J.DE and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7J.DE or VOO.
Correlation
The correlation between 2B7J.DE and VOO is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
2B7J.DE vs. VOO - Performance Comparison
Key characteristics
2B7J.DE:
-0.13
VOO:
0.32
2B7J.DE:
-0.06
VOO:
0.57
2B7J.DE:
0.99
VOO:
1.08
2B7J.DE:
-0.10
VOO:
0.32
2B7J.DE:
-0.43
VOO:
1.42
2B7J.DE:
5.09%
VOO:
4.19%
2B7J.DE:
16.76%
VOO:
18.73%
2B7J.DE:
-32.08%
VOO:
-33.99%
2B7J.DE:
-17.96%
VOO:
-13.85%
Returns By Period
In the year-to-date period, 2B7J.DE achieves a -14.73% return, which is significantly lower than VOO's -9.88% return.
2B7J.DE
-14.73%
-9.23%
-12.33%
-1.95%
11.38%
N/A
VOO
-9.88%
-6.67%
-9.35%
7.75%
15.86%
11.59%
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2B7J.DE vs. VOO - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
2B7J.DE vs. VOO — Risk-Adjusted Performance Rank
2B7J.DE
VOO
2B7J.DE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
2B7J.DE vs. VOO - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.61%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7J.DE iShares MSCI World SRI UCITS ETF USD (Dist) | 1.61% | 1.37% | 1.55% | 1.74% | 1.15% | 1.28% | 1.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
2B7J.DE vs. VOO - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.08%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and VOO. For additional features, visit the drawdowns tool.
Volatility
2B7J.DE vs. VOO - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) is 11.88%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that 2B7J.DE experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.