2B7K.DE vs. SPYG
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and SPYG (State Street SPDR Portfolio S&P 500 Growth ETF) are both exchange-traded funds - 2B7K.DE is a Large Cap Blend Equities fund tracking the MSCI World SRI Select Reduced Fossil Fuels, while SPYG is a S&P 500 fund tracking the S&P 500 Growth Index. Both are passively managed. Over the past 5 years, 2B7K.DE returned 10.50%/yr vs 17.15%/yr for SPYG. A 0.52 correlation means they provide meaningful diversification when combined. 2B7K.DE charges 0.20%/yr vs 0.04%/yr for SPYG.
Performance
2B7K.DE vs. SPYG - Performance Comparison
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Different Trading Currencies
2B7K.DE is traded in EUR, while SPYG is traded in USD. To make them comparable, the SPYG values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 2B7K.DE achieves a 10.83% return, which is significantly lower than SPYG's 15.02% return.
2B7K.DE
- 1D
- 0.18%
- 1M
- 5.71%
- YTD
- 10.83%
- 6M
- 11.69%
- 1Y
- 18.61%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
SPYG
- 1D
- -0.16%
- 1M
- 7.25%
- YTD
- 15.02%
- 6M
- 13.39%
- 1Y
- 31.42%
- 3Y*
- 24.79%
- 5Y*
- 17.15%
- 10Y*
- 17.90%
2B7K.DE vs. SPYG - 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% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 15.02% | 7.60% | 44.97% | 26.13% | -25.04% | 41.89% | 22.46% | 18.68% |
Correlation
The correlation between 2B7K.DE and SPYG is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.52 |
The correlation between 2B7K.DE and SPYG has been stable across timeframes, ranging from 0.51 to 0.59 - a consistent structural relationship.
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Return for Risk
2B7K.DE vs. SPYG — Risk / Return Rank
2B7K.DE
SPYG
2B7K.DE vs. SPYG - 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 State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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 | SPYG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.48 | -0.11 |
| Martin ratioReturn relative to average drawdown | 8.64 | 8.73 | -0.09 |
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 | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.95 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.82 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.70 | +0.09 |
Drawdowns
2B7K.DE vs. SPYG - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.65%, smaller than the maximum SPYG drawdown of -45.25%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and SPYG.
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Drawdown Indicators
| 2B7K.DE | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.65% | -45.25% | +13.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -12.70% | +4.89% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -27.05% | +5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -27.05% | +5.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.75% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.98% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -7.58% | +2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 3.61% | -1.46% |
Volatility
2B7K.DE vs. SPYG - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) have volatilities of 3.69% and 3.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7K.DE | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 3.74% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 11.74% | -2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.48% | 16.20% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 20.91% | -6.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.18% | 21.03% | -4.85% |
2B7K.DE vs. SPYG - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is higher than SPYG's 0.04% 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. SPYG - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.47%.
| 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% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.47% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Frequently Asked Questions
2B7K.DE and SPYG have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPYG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPYG is cheaper with a 0.04% expense ratio, compared with 0.20% for 2B7K.DE.
2B7K.DE is categorized as Large Cap Blend Equities, while SPYG is S&P 500. 2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while SPYG tracks S&P 500 Growth Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.20% for 2B7K.DE and 0.04% for SPYG.
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