2B7J.DE vs. WRLD.DE
2B7J.DE (iShares MSCI World SRI UCITS ETF USD (Dist)) and WRLD.DE (Rize Environmental Impact 100 UCITS ETF) are both Global Equities funds - 2B7J.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while WRLD.DE tracks the Foxberry SMS Environmental Impact 100. Both are passively managed. Over the past 3 years, 2B7J.DE returned 12.93%/yr vs 10.05%/yr for WRLD.DE. A 0.80 correlation means they provide meaningful diversification when combined. 2B7J.DE charges 0.20%/yr vs 0.55%/yr for WRLD.DE.
Performance
2B7J.DE vs. WRLD.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B7J.DE achieves a 10.88% return, which is significantly lower than WRLD.DE's 18.45% 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*
- —
WRLD.DE
- 1D
- -0.10%
- 1M
- 1.13%
- YTD
- 18.45%
- 6M
- 18.65%
- 1Y
- 26.89%
- 3Y*
- 10.05%
- 5Y*
- —
- 10Y*
- —
2B7J.DE vs. WRLD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
2B7J.DE iShares MSCI World SRI UCITS ETF USD (Dist) | 10.88% | 2.89% | 17.47% | 20.94% | -16.87% | 14.96% |
WRLD.DE Rize Environmental Impact 100 UCITS ETF | 18.45% | 11.71% | 1.59% | 11.63% | -16.39% | 8.00% |
Correlation
The correlation between 2B7J.DE and WRLD.DE is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2021 | 0.80 |
The correlation between 2B7J.DE and WRLD.DE has been stable across timeframes, ranging from 0.73 to 0.80 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
2B7J.DE vs. WRLD.DE — Risk / Return Rank
2B7J.DE
WRLD.DE
2B7J.DE vs. WRLD.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 Rize Environmental Impact 100 UCITS ETF (WRLD.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 | WRLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 3.57 | -1.20 |
| Martin ratioReturn relative to average drawdown | 8.71 | 11.33 | -2.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| 2B7J.DE | WRLD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.91 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.38 | +0.41 |
Drawdowns
2B7J.DE vs. WRLD.DE - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.11%, which is greater than WRLD.DE's maximum drawdown of -23.55%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and WRLD.DE.
Loading charts...
Drawdown Indicators
| 2B7J.DE | WRLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.11% | -23.55% | -8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -7.90% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -19.51% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.38% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -9.51% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.50% | -0.37% |
Volatility
2B7J.DE vs. WRLD.DE - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) is 3.54%, while Rize Environmental Impact 100 UCITS ETF (WRLD.DE) has a volatility of 4.50%. This indicates that 2B7J.DE experiences smaller price fluctuations and is considered to be less risky than WRLD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7J.DE | WRLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 4.50% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 11.34% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 14.81% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 16.98% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 16.98% | -0.69% |
2B7J.DE vs. WRLD.DE - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is lower than WRLD.DE's 0.55% expense ratio.
Dividends
2B7J.DE vs. WRLD.DE - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.13%, while WRLD.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% |
WRLD.DE Rize Environmental Impact 100 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
2B7J.DE and WRLD.DE have a correlation of 0.73, 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 0.55% for WRLD.DE.
2B7J.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while WRLD.DE tracks Foxberry SMS Environmental Impact 100. They also come from different issuers: iShares and Goldman Sachs. Their fees differ too: 0.20% for 2B7J.DE and 0.55% for WRLD.DE.
Find the right allocation for 2B7J.DE and WRLD.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer