2B7K.DE vs. CSY9.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and CSY9.DE (CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD) are both Global Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while CSY9.DE tracks the MSCI World ESG Leaders Minimum Volatility. Both are passively managed. Over the past year, 2B7K.DE returned 19.39% vs 9.20% for CSY9.DE. A 0.61 correlation means they provide meaningful diversification when combined. 2B7K.DE charges 0.20%/yr vs 0.25%/yr for CSY9.DE.
Performance
2B7K.DE vs. CSY9.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 higher than CSY9.DE's 6.47% 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%
CSY9.DE
- 1D
- 0.00%
- 1M
- 3.34%
- 6M
- 6.25%
- YTD
- 6.47%
- 1Y
- 9.20%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.82%
2B7K.DE vs. CSY9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.05% | 2.87% | 8.11% |
CSY9.DE CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD | 6.47% | -0.67% | 3.39% |
Correlation
The correlation between 2B7K.DE and CSY9.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Aug 26, 2024 | 0.61 |
The correlation between 2B7K.DE and CSY9.DE shifts across timeframes, from 0.48 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7K.DE vs. CSY9.DE — Risk / Return Rank
2B7K.DE
CSY9.DE
2B7K.DE vs. CSY9.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 CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.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 | CSY9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 2.06 | +0.46 |
| Martin ratioReturn relative to average drawdown | 9.28 | 5.84 | +3.44 |
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Drawdowns
2B7K.DE vs. CSY9.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, which is greater than CSY9.DE's maximum drawdown of -13.92%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and CSY9.DE.
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Drawdown Indicators
| 2B7K.DE | CSY9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -13.92% | -17.71% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -4.48% | -3.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | — | — |
Current DrawdownCurrent decline from peak | -2.70% | -1.06% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -4.60% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.58% | +0.50% |
Volatility
2B7K.DE vs. CSY9.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.69% compared to CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) at 2.30%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than CSY9.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 | CSY9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 2.30% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 5.63% | +3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 8.01% | +4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 10.86% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 10.86% | +5.28% |
2B7K.DE vs. CSY9.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than CSY9.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
2B7K.DE vs. CSY9.DE - Dividend Comparison
Neither 2B7K.DE nor CSY9.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7K.DE and CSY9.DE have a correlation of 0.48, 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 0.25% for CSY9.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while CSY9.DE tracks MSCI World ESG Leaders Minimum Volatility. They also come from different issuers: iShares and Credit Suisse. Their fees differ too: 0.20% for 2B7K.DE and 0.25% for CSY9.DE.
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