2B7K.DE vs. IS3Q.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and IS3Q.DE (iShares Edge MSCI World Quality Factor UCITS ETF (Acc)) are both Global Equities funds from iShares - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while IS3Q.DE tracks the MSCI World Sector Neutral Quality. Both are passively managed. Over the past 5 years, 2B7K.DE returned 9.66%/yr vs 10.66%/yr for IS3Q.DE. Their correlation of 0.94 suggests significant overlap in exposure. 2B7K.DE charges 0.20%/yr vs 0.30%/yr for IS3Q.DE.
Performance
2B7K.DE vs. IS3Q.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 IS3Q.DE's 12.68% 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%
IS3Q.DE
- 1D
- 0.04%
- 1M
- 1.56%
- 6M
- 10.60%
- YTD
- 12.68%
- 1Y
- 22.07%
- 3Y*
- 15.52%
- 5Y*
- 10.66%
- 10Y*
- 11.84%
- ALL TIME*
- 9.99%
2B7K.DE vs. IS3Q.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% | 20.04% |
IS3Q.DE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 12.68% | 2.80% | 23.78% | 21.69% | -14.83% | 34.27% | 4.44% | 18.17% |
Correlation
The correlation between 2B7K.DE and IS3Q.DE is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.94 |
The correlation between 2B7K.DE and IS3Q.DE has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
2B7K.DE vs. IS3Q.DE — Risk / Return Rank
2B7K.DE
IS3Q.DE
2B7K.DE vs. IS3Q.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 Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.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 | IS3Q.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.39 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 3.47 | -0.95 |
| Martin ratioReturn relative to average drawdown | 9.28 | 14.39 | -5.12 |
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Drawdowns
2B7K.DE vs. IS3Q.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, roughly equal to the maximum IS3Q.DE drawdown of -32.30%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and IS3Q.DE.
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Drawdown Indicators
| 2B7K.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -32.30% | +0.67% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -6.33% | -1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -20.63% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -20.63% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.30% | — |
Current DrawdownCurrent decline from peak | -2.70% | -1.08% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -6.21% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.53% | +0.55% |
Volatility
2B7K.DE vs. IS3Q.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.69% compared to iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) at 2.75%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than IS3Q.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 | IS3Q.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 2.75% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 7.24% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 10.46% | +2.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 14.14% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 15.80% | +0.34% |
2B7K.DE vs. IS3Q.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than IS3Q.DE's 0.30% expense ratio.
Dividends
2B7K.DE vs. IS3Q.DE - Dividend Comparison
Neither 2B7K.DE nor IS3Q.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7K.DE and IS3Q.DE have a correlation of 0.90, 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 IS3Q.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while IS3Q.DE tracks MSCI World Sector Neutral Quality. Their fees differ too: 0.20% for 2B7K.DE and 0.30% for IS3Q.DE.
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