2B7K.DE vs. 36B6.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and 36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) are both Large Cap Blend Equities funds from iShares - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, 2B7K.DE returned 10.50%/yr vs 12.25%/yr for 36B6.DE. With a 0.96 correlation, they move nearly in lockstep. Both charge a 0.20% expense ratio.
Performance
2B7K.DE vs. 36B6.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7K.DE achieves a 10.83% return, which is significantly lower than 36B6.DE's 14.86% return.
2B7K.DE
- 1D
- 0.18%
- 1M
- 3.92%
- YTD
- 10.83%
- 6M
- 11.24%
- 1Y
- 18.74%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
36B6.DE
- 1D
- 0.12%
- 1M
- 6.46%
- YTD
- 14.86%
- 6M
- 15.23%
- 1Y
- 22.43%
- 3Y*
- 14.59%
- 5Y*
- 12.25%
- 10Y*
- —
2B7K.DE vs. 36B6.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 10.83% | 2.85% | 17.54% | 20.90% | -16.94% | 36.69% | 9.65% | 19.70% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 14.86% | -0.74% | 20.34% | 20.20% | -14.25% | 43.41% | 13.54% | 20.91% |
Correlation
The correlation between 2B7K.DE and 36B6.DE is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
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 | 0.96 |
The correlation between 2B7K.DE and 36B6.DE has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
2B7K.DE vs. 36B6.DE — Risk / Return Rank
2B7K.DE
36B6.DE
2B7K.DE vs. 36B6.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.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.
| 2B7K.DE | 36B6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 3.10 | -0.73 |
| Martin ratioReturn relative to average drawdown | 8.64 | 10.29 | -1.66 |
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
| 2B7K.DE | 36B6.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.76 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.78 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.86 | -0.07 |
Drawdowns
2B7K.DE vs. 36B6.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.65%, smaller than the maximum 36B6.DE drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and 36B6.DE.
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Drawdown Indicators
| 2B7K.DE | 36B6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.65% | -34.21% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -7.21% | -0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -23.75% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -23.75% | +2.46% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -4.98% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.17% | -0.02% |
Volatility
2B7K.DE vs. 36B6.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) have volatilities of 3.69% and 3.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7K.DE | 36B6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 3.79% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 9.08% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.48% | 12.71% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 15.45% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.18% | 17.54% | -1.36% |
2B7K.DE vs. 36B6.DE - Expense Ratio Comparison
Both 2B7K.DE and 36B6.DE have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
2B7K.DE vs. 36B6.DE - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while 36B6.DE's dividend yield for the trailing twelve months is around 0.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.85% | 0.97% | 1.10% | 1.27% | 1.40% | 0.91% | 1.05% | 1.17% |
Frequently Asked Questions
With a correlation of 0.94, 2B7K.DE and 36B6.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.
Both ETFs have the same 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
2B7K.DE and 36B6.DE have the same expense ratio: 0.20% per year.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while 36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels.
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