2B7K.DE vs. USNQX
Compare and contrast key facts about iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and USAA Nasdaq 100 Index Fund (USNQX).
2B7K.DE is a passively managed fund by iShares that tracks the performance of the MSCI World SRI Select Reduced Fossil Fuels. It was launched on Dec 7, 2018. USNQX is managed by Victory. It was launched on Oct 27, 2000.
Performance
2B7K.DE vs. USNQX - Performance Comparison
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2B7K.DE vs. USNQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | -1.18% | 2.85% | 17.54% | 20.90% | -16.94% | 36.69% | 9.65% | 19.70% |
USNQX USAA Nasdaq 100 Index Fund | -4.39% | 6.22% | 33.70% | 49.83% | -28.54% | 36.31% | 36.09% | 25.13% |
Different Trading Currencies
2B7K.DE is traded in EUR, while USNQX is traded in USD. To make them comparable, the USNQX 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 -1.18% return, which is significantly higher than USNQX's -4.39% return.
2B7K.DE
- 1D
- 2.38%
- 1M
- -3.81%
- YTD
- -1.18%
- 6M
- 1.11%
- 1Y
- 8.67%
- 3Y*
- 10.46%
- 5Y*
- 8.40%
- 10Y*
- —
USNQX
- 1D
- 2.58%
- 1M
- -3.88%
- YTD
- -4.39%
- 6M
- -2.77%
- 1Y
- 14.39%
- 3Y*
- 19.54%
- 5Y*
- 13.03%
- 10Y*
- 18.39%
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2B7K.DE vs. USNQX - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than USNQX's 0.42% expense ratio.
Return for Risk
2B7K.DE vs. USNQX — Risk / Return Rank
2B7K.DE
USNQX
2B7K.DE vs. USNQX - 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 USAA Nasdaq 100 Index Fund (USNQX). 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 | USNQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.63 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.04 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.09 | -0.04 |
Martin ratioReturn relative to average drawdown | 3.76 | 3.69 | +0.06 |
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 | USNQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.63 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.58 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.68 | +0.01 |
Correlation
The correlation between 2B7K.DE and USNQX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
2B7K.DE vs. USNQX - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while USNQX's dividend yield for the trailing twelve months is around 3.21%.
| 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% |
USNQX USAA Nasdaq 100 Index Fund | 3.21% | 3.01% | 2.19% | 2.60% | 4.13% | 4.48% | 1.53% | 0.88% | 0.69% | 1.97% | 0.50% | 2.73% |
Drawdowns
2B7K.DE vs. USNQX - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.65%, smaller than the maximum USNQX drawdown of -46.45%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and USNQX.
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Drawdown Indicators
| 2B7K.DE | USNQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.65% | -76.24% | +44.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -12.72% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -36.95% | +15.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.95% | — |
Current DrawdownCurrent decline from peak | -5.01% | -9.06% | +4.05% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -26.93% | +21.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.44% | -1.09% |
Volatility
2B7K.DE vs. USNQX - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 4.98%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 5.56%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than USNQX 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 | USNQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.56% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 13.13% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 24.93% | -8.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.54% | 22.59% | -8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 22.98% | -6.75% |