2B7K.DE vs. UBUR.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, 2B7K.DE returned 10.25%/yr vs 7.68%/yr for UBUR.DE. A 0.65 correlation means they provide meaningful diversification when combined. 2B7K.DE charges 0.20%/yr vs 0.18%/yr for UBUR.DE.
Performance
2B7K.DE vs. UBUR.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 UBUR.DE's 6.69% 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*
- —
UBUR.DE
- 1D
- 0.66%
- 1M
- 3.77%
- YTD
- 6.69%
- 6M
- 7.58%
- 1Y
- 7.93%
- 3Y*
- 8.19%
- 5Y*
- 7.68%
- 10Y*
- 9.26%
2B7K.DE vs. UBUR.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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 6.69% | -5.50% | 20.30% | 3.14% | -1.97% | 35.27% | -5.38% | 18.33% |
Correlation
The correlation between 2B7K.DE and UBUR.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.65 |
Over the past year, the correlation between 2B7K.DE and UBUR.DE has dropped to 0.13 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
2B7K.DE vs. UBUR.DE — Risk / Return Rank
2B7K.DE
UBUR.DE
2B7K.DE vs. UBUR.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 UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.03 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.13 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 1.01 | +1.93 |
| Martin ratioReturn relative to average drawdown | 10.97 | 2.40 | +8.58 |
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Drawdowns
2B7K.DE vs. UBUR.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and UBUR.DE.
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Drawdown Indicators
| 2B7K.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -35.34% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -7.81% | +0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -14.40% | -6.93% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -14.40% | -6.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.34% | — |
Current DrawdownCurrent decline from peak | -0.79% | -5.75% | +4.96% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -5.83% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 3.30% | -1.25% |
Volatility
2B7K.DE vs. UBUR.DE - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 3.41%, while UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a volatility of 4.06%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than UBUR.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 | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 4.06% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 7.75% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 10.58% | +2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 12.43% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.17% | 14.14% | +2.03% |
2B7K.DE vs. UBUR.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is higher than UBUR.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. UBUR.DE - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while UBUR.DE's dividend yield for the trailing twelve months is around 1.77%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.77% | 2.04% | 1.57% | 1.52% | 1.37% | 1.09% | 1.84% | 1.58% | 1.66% | 1.70% | 1.45% |
Frequently Asked Questions
2B7K.DE and UBUR.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.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 UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for 2B7K.DE and 0.18% for UBUR.DE.
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