2B7K.DE vs. V
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) is Large Cap Blend Equities fund tracking the MSCI World SRI Select Reduced Fossil Fuels, while V (Visa Inc.) is a stock. Over the past 5 years, 2B7K.DE returned 10.57%/yr vs 8.66%/yr for V. At a 0.37 correlation, their price movements are largely independent.
Performance
2B7K.DE vs. V - Performance Comparison
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Different Trading Currencies
2B7K.DE is traded in EUR, while V is traded in USD. To make them comparable, the V 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 12.70% return, which is significantly higher than V's -6.07% return.
2B7K.DE
- 1D
- 1.10%
- 1M
- 4.88%
- YTD
- 12.70%
- 6M
- 13.73%
- 1Y
- 22.22%
- 3Y*
- 12.88%
- 5Y*
- 10.57%
- 10Y*
- —
V
- 1D
- 0.22%
- 1M
- -0.30%
- YTD
- -6.07%
- 6M
- -4.97%
- 1Y
- -7.84%
- 3Y*
- 10.94%
- 5Y*
- 8.66%
- 10Y*
- 15.94%
2B7K.DE vs. V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.70% | 2.87% | 17.54% | 20.84% | -16.92% | 36.73% | 9.54% | 20.04% |
V Visa Inc. | -6.07% | -1.50% | 30.39% | 22.52% | 2.58% | 7.14% | 7.47% | 30.42% |
Correlation
The correlation between 2B7K.DE and V is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.37 |
Over the past year, the correlation between 2B7K.DE and V has dropped to 0.17 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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Return for Risk
2B7K.DE vs. V — Risk / Return Rank
2B7K.DE
V
2B7K.DE vs. V - 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 Visa Inc. (V). 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 | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.10 | ||
| Sortino ratioReturn per unit of downside risk | +2.88 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.96 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | -0.46 | +3.35 |
| Martin ratioReturn relative to average drawdown | 10.79 | -0.87 | +11.65 |
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Drawdowns
2B7K.DE vs. V - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum V drawdown of -43.60%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and V.
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Drawdown Indicators
| 2B7K.DE | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -43.60% | +11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -17.13% | +9.47% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -26.00% | +4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -26.00% | +4.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.88% | — |
Current DrawdownCurrent decline from peak | 0.00% | -19.34% | +19.34% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -8.02% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 9.06% | -7.01% |
Volatility
2B7K.DE vs. V - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 3.69%, while Visa Inc. (V) has a volatility of 5.68%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than V 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 | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 5.68% | -1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 17.13% | -7.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 22.49% | -9.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.65% | 23.05% | -8.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.19% | 24.94% | -8.75% |
Dividends
2B7K.DE vs. V - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.80%.
| 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% |
V Visa Inc. | 0.80% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Frequently Asked Questions
2B7K.DE and V have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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