2B7K.DE vs. EXI3.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) are both Large Cap Blend Equities funds from iShares - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while EXI3.DE tracks the Dow Jones Industrial Average. Both are passively managed. Over the past 5 years, 2B7K.DE returned 10.25%/yr vs 10.54%/yr for EXI3.DE. Their correlation of 0.81 suggests significant overlap in exposure. 2B7K.DE charges 0.20%/yr vs 0.51%/yr for EXI3.DE.
Performance
2B7K.DE vs. EXI3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7K.DE achieves a 12.95% return, which is significantly higher than EXI3.DE's 11.13% return.
2B7K.DE
- 1D
- -0.29%
- 1M
- 3.61%
- YTD
- 12.95%
- 6M
- 13.14%
- 1Y
- 22.60%
- 3Y*
- 13.84%
- 5Y*
- 10.25%
- 10Y*
- —
EXI3.DE
- 1D
- -0.31%
- 1M
- 4.95%
- YTD
- 11.13%
- 6M
- 11.71%
- 1Y
- 24.32%
- 3Y*
- 14.78%
- 5Y*
- 10.54%
- 10Y*
- 12.39%
2B7K.DE vs. EXI3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.95% | 2.87% | 17.54% | 20.84% | -16.92% | 36.73% | 9.54% | 20.04% |
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 11.13% | 1.62% | 20.65% | 11.22% | -3.01% | 31.25% | -2.14% | 12.69% |
Correlation
The correlation between 2B7K.DE and EXI3.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.81 |
The correlation between 2B7K.DE and EXI3.DE shifts across timeframes, from 0.63 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7K.DE vs. EXI3.DE — Risk / Return Rank
2B7K.DE
EXI3.DE
2B7K.DE vs. EXI3.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 Dow Jones Industrial Average UCITS ETF (DE) (EXI3.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 | EXI3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.33 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.23 | -0.29 |
| Martin ratioReturn relative to average drawdown | 10.97 | 11.13 | -0.15 |
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Drawdowns
2B7K.DE vs. EXI3.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum EXI3.DE drawdown of -54.00%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and EXI3.DE.
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Drawdown Indicators
| 2B7K.DE | EXI3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -54.00% | +22.37% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -7.50% | -0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -21.22% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -21.22% | -0.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.35% | — |
Current DrawdownCurrent decline from peak | -0.79% | -0.31% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -9.66% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.18% | -0.13% |
Volatility
2B7K.DE vs. EXI3.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.41% compared to iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) at 3.20%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than EXI3.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 | EXI3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.20% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 9.04% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 12.89% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 14.24% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.17% | 16.12% | +0.05% |
2B7K.DE vs. EXI3.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than EXI3.DE's 0.51% expense ratio.
Dividends
2B7K.DE vs. EXI3.DE - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while EXI3.DE's dividend yield for the trailing twelve months is around 0.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.59% | 0.63% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% |
Frequently Asked Questions
2B7K.DE and EXI3.DE have a correlation of 0.63, 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 0.51% for EXI3.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while EXI3.DE tracks Dow Jones Industrial Average. Their fees differ too: 0.20% for 2B7K.DE and 0.51% for EXI3.DE.
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