2B7K.DE vs. AMEC.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and AMEC.DE (Amundi Index Smart City UCITS ETF) are both Global Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while AMEC.DE tracks the Solactive Smart City. Both are passively managed. Over the past 5 years, 2B7K.DE returned 9.66%/yr vs 4.96%/yr for AMEC.DE. A 0.80 correlation means they provide meaningful diversification when combined. 2B7K.DE charges 0.20%/yr vs 0.35%/yr for AMEC.DE.
Performance
2B7K.DE vs. AMEC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7K.DE achieves a 12.05% return, which is significantly lower than AMEC.DE's 22.13% return.
2B7K.DE
- 1D
- -0.07%
- 1M
- -1.09%
- 6M
- 9.54%
- YTD
- 12.05%
- 1Y
- 19.39%
- 3Y*
- 12.43%
- 5Y*
- 9.66%
- 10Y*
- —
- ALL TIME*
- 12.86%
AMEC.DE
- 1D
- 0.64%
- 1M
- -7.85%
- 6M
- 19.09%
- YTD
- 22.13%
- 1Y
- 31.25%
- 3Y*
- 14.34%
- 5Y*
- 4.96%
- 10Y*
- —
- ALL TIME*
- 7.11%
2B7K.DE vs. AMEC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.05% | 2.87% | 17.54% | 20.84% | -16.92% | 36.73% | 9.54% | 3.07% |
AMEC.DE Amundi Index Smart City UCITS ETF | 22.13% | 9.65% | 16.27% | 1.43% | -18.74% | 9.30% | 9.10% | 3.04% |
Correlation
The correlation between 2B7K.DE and AMEC.DE is 0.83, 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 | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2019 | 0.80 |
The correlation between 2B7K.DE and AMEC.DE has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.
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Return for Risk
2B7K.DE vs. AMEC.DE — Risk / Return Rank
2B7K.DE
AMEC.DE
2B7K.DE vs. AMEC.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 Amundi Index Smart City UCITS ETF (AMEC.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 2B7K.DE | AMEC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 3.09 | -0.57 |
| Martin ratioReturn relative to average drawdown | 9.28 | 9.15 | +0.13 |
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Drawdowns
2B7K.DE vs. AMEC.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum AMEC.DE drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and AMEC.DE.
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Drawdown Indicators
| 2B7K.DE | AMEC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -35.49% | +3.86% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -10.08% | +2.42% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -24.98% | +3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -27.34% | +6.01% |
Current DrawdownCurrent decline from peak | -2.70% | -9.50% | +6.80% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -11.36% | +6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 3.40% | -1.32% |
Volatility
2B7K.DE vs. AMEC.DE - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 3.69%, while Amundi Index Smart City UCITS ETF (AMEC.DE) has a volatility of 8.35%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than AMEC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7K.DE | AMEC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 8.35% | -4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 15.80% | -6.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 19.14% | -6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 17.93% | -3.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 19.39% | -3.25% |
2B7K.DE vs. AMEC.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than AMEC.DE's 0.35% expense ratio.
Dividends
2B7K.DE vs. AMEC.DE - Dividend Comparison
Neither 2B7K.DE nor AMEC.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7K.DE and AMEC.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7K.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7K.DE is cheaper with a 0.20% expense ratio, compared with 0.35% for AMEC.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while AMEC.DE tracks Solactive Smart City. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for 2B7K.DE and 0.35% for AMEC.DE.
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