2B7K.DE vs. F50A.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and F50A.DE (Amundi Prime Global UCITS ETF Accumulating) are both Global Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while F50A.DE tracks the Solactive GBS Developed Markets Large & Mid Cap Index. Both are passively managed. Over the past year, 2B7K.DE returned 19.39% vs 22.44% for F50A.DE. Their correlation of 0.90 suggests significant overlap in exposure. 2B7K.DE charges 0.20%/yr vs 0.05%/yr for F50A.DE.
Performance
2B7K.DE vs. F50A.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with 2B7K.DE having a 12.05% return and F50A.DE slightly lower at 11.69%.
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%
F50A.DE
- 1D
- 0.00%
- 1M
- -0.01%
- 6M
- 10.50%
- YTD
- 11.69%
- 1Y
- 22.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.58%
2B7K.DE vs. F50A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.05% | 2.87% | -3.18% |
F50A.DE Amundi Prime Global UCITS ETF Accumulating | 11.69% | 8.58% | -1.22% |
Correlation
The correlation between 2B7K.DE and F50A.DE is 0.87, 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 | 0.87 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2024 | 0.90 |
The correlation between 2B7K.DE and F50A.DE has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.
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Return for Risk
2B7K.DE vs. F50A.DE — Risk / Return Rank
2B7K.DE
F50A.DE
2B7K.DE vs. F50A.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 Prime Global UCITS ETF Accumulating (F50A.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 | F50A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.61 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.37 | +1.15 |
| Martin ratioReturn relative to average drawdown | 9.28 | 2.43 | +6.85 |
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Drawdowns
2B7K.DE vs. F50A.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, which is greater than F50A.DE's maximum drawdown of -21.49%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and F50A.DE.
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Drawdown Indicators
| 2B7K.DE | F50A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -21.49% | -10.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -16.39% | +8.73% |
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% | -2.63% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -7.30% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 9.24% | -7.16% |
Volatility
2B7K.DE vs. F50A.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.69% compared to Amundi Prime Global UCITS ETF Accumulating (F50A.DE) at 2.76%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than F50A.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 | F50A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 2.76% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 8.17% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 24.36% | -11.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 22.30% | -7.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 22.30% | -6.16% |
2B7K.DE vs. F50A.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is higher than F50A.DE's 0.05% expense ratio. However, 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. F50A.DE - Dividend Comparison
Neither 2B7K.DE nor F50A.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7K.DE and F50A.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, F50A.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
F50A.DE is cheaper with a 0.05% expense ratio, compared with 0.20% for 2B7K.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while F50A.DE tracks Solactive GBS Developed Markets Large & Mid Cap Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for 2B7K.DE and 0.05% for F50A.DE.
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