2B7K.DE vs. MIVU.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and MIVU.DE (Amundi MSCI USA Minimum Volatility Factor UCITS ETF) are both Large Cap Blend Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while MIVU.DE tracks the MSCI USA Minimum Volatility. Both are passively managed. Over the past 5 years, 2B7K.DE returned 10.50%/yr vs 8.13%/yr for MIVU.DE. A 0.72 correlation means they provide meaningful diversification when combined. 2B7K.DE charges 0.20%/yr vs 0.18%/yr for MIVU.DE.
Performance
2B7K.DE vs. MIVU.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7K.DE achieves a 10.83% return, which is significantly higher than MIVU.DE's 2.88% return.
2B7K.DE
- 1D
- 0.18%
- 1M
- 3.92%
- YTD
- 10.83%
- 6M
- 11.24%
- 1Y
- 18.74%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
MIVU.DE
- 1D
- -0.26%
- 1M
- 3.04%
- YTD
- 2.88%
- 6M
- 3.17%
- 1Y
- 2.54%
- 3Y*
- 8.40%
- 5Y*
- 8.13%
- 10Y*
- —
2B7K.DE vs. MIVU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 10.83% | 2.85% | 17.54% | 20.90% | -16.94% | 36.69% | 9.65% | 19.70% |
MIVU.DE Amundi MSCI USA Minimum Volatility Factor UCITS ETF | 2.88% | -3.87% | 22.89% | 5.36% | -4.28% | 31.88% | -5.36% | 17.95% |
Correlation
The correlation between 2B7K.DE and MIVU.DE is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.72 |
Over the past year, the correlation between 2B7K.DE and MIVU.DE has dropped to 0.41 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
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Return for Risk
2B7K.DE vs. MIVU.DE — Risk / Return Rank
2B7K.DE
MIVU.DE
2B7K.DE vs. MIVU.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 MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.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.
| 2B7K.DE | MIVU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.05 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 0.52 | +1.85 |
| Martin ratioReturn relative to average drawdown | 8.64 | 1.15 | +7.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 2B7K.DE | MIVU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.28 | +1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.68 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.60 | +0.19 |
Drawdowns
2B7K.DE vs. MIVU.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.65%, roughly equal to the maximum MIVU.DE drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and MIVU.DE.
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Drawdown Indicators
| 2B7K.DE | MIVU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.65% | -32.69% | +1.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -4.83% | -2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -14.89% | -6.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -14.89% | -6.40% |
Current DrawdownCurrent decline from peak | 0.00% | -6.68% | +6.68% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -6.16% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.20% | -0.05% |
Volatility
2B7K.DE vs. MIVU.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.69% compared to Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE) at 2.83%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than MIVU.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 | MIVU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 2.83% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 6.02% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.48% | 8.94% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 11.89% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.18% | 13.97% | +2.21% |
2B7K.DE vs. MIVU.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is higher than MIVU.DE's 0.18% 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. MIVU.DE - Dividend Comparison
Neither 2B7K.DE nor MIVU.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7K.DE and MIVU.DE have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MIVU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MIVU.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for 2B7K.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while MIVU.DE tracks MSCI USA Minimum Volatility. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for 2B7K.DE and 0.18% for MIVU.DE.
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