2B7K.DE vs. ACWI
Compare and contrast key facts about iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and iShares MSCI ACWI ETF (ACWI).
2B7K.DE and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7K.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 Dec 7, 2018. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008. Both 2B7K.DE and ACWI 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: 2B7K.DE or ACWI.
Correlation
The correlation between 2B7K.DE and ACWI is 0.68, 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
2B7K.DE vs. ACWI - Performance Comparison
Key characteristics
2B7K.DE:
1.64
ACWI:
1.73
2B7K.DE:
2.22
ACWI:
2.36
2B7K.DE:
1.33
ACWI:
1.32
2B7K.DE:
2.27
ACWI:
2.52
2B7K.DE:
9.23
ACWI:
10.99
2B7K.DE:
2.05%
ACWI:
1.86%
2B7K.DE:
11.49%
ACWI:
11.78%
2B7K.DE:
-31.65%
ACWI:
-56.00%
2B7K.DE:
-2.81%
ACWI:
-3.22%
Returns By Period
The year-to-date returns for both stocks are quite close, with 2B7K.DE having a 18.70% return and ACWI slightly lower at 18.07%.
2B7K.DE
18.70%
0.55%
8.85%
19.49%
12.01%
N/A
ACWI
18.07%
-0.34%
6.25%
18.93%
10.34%
9.34%
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2B7K.DE vs. ACWI - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than ACWI's 0.32% expense ratio.
Risk-Adjusted Performance
2B7K.DE vs. ACWI - Risk-Adjusted Performance 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 ACWI ETF (ACWI). 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
2B7K.DE vs. ACWI - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while ACWI's dividend yield for the trailing twelve months is around 1.69%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
ACWI iShares MSCI ACWI ETF | 1.69% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% | 1.89% |
Drawdowns
2B7K.DE vs. ACWI - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.65%, smaller than the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and ACWI. For additional features, visit the drawdowns tool.
Volatility
2B7K.DE vs. ACWI - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 2.87%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 3.60%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.