2B7K.DE vs. CBUI.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds from iShares - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, 2B7K.DE returned 12.43%/yr vs 21.09%/yr for CBUI.DE. Their correlation of 0.87 suggests significant overlap in exposure. 2B7K.DE charges 0.20%/yr vs 0.30%/yr for CBUI.DE.
Performance
2B7K.DE vs. CBUI.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 CBUI.DE's 21.14% 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%
CBUI.DE
- 1D
- 0.24%
- 1M
- 1.22%
- 6M
- 18.21%
- YTD
- 21.14%
- 1Y
- 42.05%
- 3Y*
- 21.09%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.14%
2B7K.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.05% | 2.87% | 17.54% | 20.84% | -16.92% | 6.57% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 21.14% | 20.99% | 13.86% | 15.81% | -6.11% | 7.26% |
Correlation
The correlation between 2B7K.DE and CBUI.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.87 |
The correlation between 2B7K.DE and CBUI.DE has been stable across timeframes, ranging from 0.78 to 0.87 - a consistent structural relationship.
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Return for Risk
2B7K.DE vs. CBUI.DE — Risk / Return Rank
2B7K.DE
CBUI.DE
2B7K.DE vs. CBUI.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 World Value Factor ESG UCITS ETF USD Acc (CBUI.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 | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.47 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.59 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 6.65 | -4.13 |
| Martin ratioReturn relative to average drawdown | 9.28 | 25.70 | -16.42 |
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Drawdowns
2B7K.DE vs. CBUI.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, which is greater than CBUI.DE's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and CBUI.DE.
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Drawdown Indicators
| 2B7K.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -19.51% | -12.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -6.29% | -1.37% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -19.51% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | — | — |
Current DrawdownCurrent decline from peak | -2.70% | -0.60% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -3.15% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.63% | +0.45% |
Volatility
2B7K.DE vs. CBUI.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.69% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 2.65%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than CBUI.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 | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 2.65% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 9.68% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 12.77% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 14.13% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 14.13% | +2.01% |
2B7K.DE vs. CBUI.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
2B7K.DE vs. CBUI.DE - Dividend Comparison
Neither 2B7K.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7K.DE and CBUI.DE have a correlation of 0.78, 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 0.30% for CBUI.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. Their fees differ too: 0.20% for 2B7K.DE and 0.30% for CBUI.DE.
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