2B7K.DE vs. VDIV.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and VDIV.DE (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both Global Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while VDIV.DE tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 5 years, 2B7K.DE returned 9.66%/yr vs 18.62%/yr for VDIV.DE. A 0.68 correlation means they provide meaningful diversification when combined. 2B7K.DE charges 0.20%/yr vs 0.38%/yr for VDIV.DE.
Performance
2B7K.DE vs. VDIV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7K.DE achieves a 12.05% return, which is significantly lower than VDIV.DE's 14.52% return.
2B7K.DE
- 1D
- -0.07%
- 1M
- -1.09%
- 6M
- 9.54%
- YTD
- 12.05%
- 1Y
- 19.39%
- 3Y*
- 12.43%
- 5Y*
- 9.66%
- 10Y*
- —
- ALL TIME*
- 12.86%
VDIV.DE
- 1D
- -0.46%
- 1M
- 4.15%
- 6M
- 12.62%
- YTD
- 14.52%
- 1Y
- 31.33%
- 3Y*
- 20.85%
- 5Y*
- 18.62%
- 10Y*
- —
- ALL TIME*
- 15.05%
2B7K.DE vs. VDIV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.05% | 2.87% | 17.54% | 20.84% | -16.92% | 36.73% | 9.54% | 20.04% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 14.52% | 24.58% | 15.66% | 11.45% | 15.47% | 27.94% | -11.00% | 10.99% |
Correlation
The correlation between 2B7K.DE and VDIV.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.68 |
Over the past year, the correlation between 2B7K.DE and VDIV.DE has dropped to 0.34 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
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Return for Risk
2B7K.DE vs. VDIV.DE — Risk / Return Rank
2B7K.DE
VDIV.DE
2B7K.DE vs. VDIV.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.45 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.63 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 8.48 | -5.95 |
| Martin ratioReturn relative to average drawdown | 9.28 | 24.97 | -15.69 |
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Drawdowns
2B7K.DE vs. VDIV.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum VDIV.DE drawdown of -36.13%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and VDIV.DE.
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Drawdown Indicators
| 2B7K.DE | VDIV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -36.13% | +4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -3.68% | -3.98% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -15.13% | -6.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -15.13% | -6.20% |
Current DrawdownCurrent decline from peak | -2.70% | -0.46% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -4.17% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.25% | +0.83% |
Volatility
2B7K.DE vs. VDIV.DE - Volatility Comparison
iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.69% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) at 2.31%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 2.31% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 7.03% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 9.46% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 11.87% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 15.29% | +0.85% |
2B7K.DE vs. VDIV.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than VDIV.DE's 0.38% expense ratio.
Dividends
2B7K.DE vs. VDIV.DE - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while VDIV.DE's dividend yield for the trailing twelve months is around 3.06%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.06% | 3.58% | 4.19% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% |
Frequently Asked Questions
2B7K.DE and VDIV.DE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.38% for VDIV.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while VDIV.DE tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.20% for 2B7K.DE and 0.38% for VDIV.DE.
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