2B7K.DE vs. UIMP.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and UIMP.DE (UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while UIMP.DE tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, 2B7K.DE returned 10.25%/yr vs 11.79%/yr for UIMP.DE. With a 0.95 correlation, they move nearly in lockstep. 2B7K.DE charges 0.20%/yr vs 0.22%/yr for UIMP.DE.
Performance
2B7K.DE vs. UIMP.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B7K.DE achieves a 12.95% return, which is significantly lower than UIMP.DE's 15.44% 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*
- —
UIMP.DE
- 1D
- -0.25%
- 1M
- 3.45%
- YTD
- 15.44%
- 6M
- 15.78%
- 1Y
- 25.50%
- 3Y*
- 16.67%
- 5Y*
- 11.79%
- 10Y*
- 14.59%
2B7K.DE vs. UIMP.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% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 15.44% | -1.33% | 25.94% | 27.84% | -21.40% | 43.23% | 10.69% | 18.24% |
Correlation
The correlation between 2B7K.DE and UIMP.DE is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.95 |
The correlation between 2B7K.DE and UIMP.DE has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
2B7K.DE vs. UIMP.DE — Risk / Return Rank
2B7K.DE
UIMP.DE
2B7K.DE vs. UIMP.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 (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.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 | UIMP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.33 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 2.69 | +0.24 |
| Martin ratioReturn relative to average drawdown | 10.97 | 8.69 | +2.28 |
Loading charts...
Drawdowns
2B7K.DE vs. UIMP.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum UIMP.DE drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and UIMP.DE.
Loading charts...
Drawdown Indicators
| 2B7K.DE | UIMP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -33.37% | +1.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -9.42% | +1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -24.74% | +3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -24.74% | +3.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -0.79% | -0.57% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -8.06% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.93% | -0.88% |
Volatility
2B7K.DE vs. UIMP.DE - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 3.41%, while UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (UIMP.DE) has a volatility of 4.03%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than UIMP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7K.DE | UIMP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 4.03% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 10.01% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 13.63% | -0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 16.59% | -1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.17% | 16.85% | -0.68% |
2B7K.DE vs. UIMP.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than UIMP.DE's 0.22% expense ratio. Despite the difference, 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. UIMP.DE - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while UIMP.DE's dividend yield for the trailing twelve months is around 0.41%.
| 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% |
UIMP.DE UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.41% | 0.82% | 0.70% | 0.75% | 0.92% | 0.62% | 0.90% | 0.97% | 1.03% | 1.25% | 1.26% | 1.25% |
Frequently Asked Questions
With a correlation of 0.92, 2B7K.DE and UIMP.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.22% for UIMP.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while UIMP.DE tracks MSCI USA SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for 2B7K.DE and 0.22% for UIMP.DE.
Find the right allocation for 2B7K.DE and UIMP.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer