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2B7K.DE vs. VNRT.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

2B7K.DE vs. VNRT.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and Vanguard FTSE North America UCITS ETF Distributing (VNRT.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with 2B7K.DE having a 10.83% return and VNRT.DE slightly higher at 11.18%.


2B7K.DE

1D
0.18%
1M
3.92%
YTD
10.83%
6M
11.24%
1Y
18.74%
3Y*
12.93%
5Y*
10.50%
10Y*

VNRT.DE

1D
-0.06%
1M
4.58%
YTD
11.18%
6M
10.72%
1Y
25.15%
3Y*
19.05%
5Y*
14.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

2B7K.DE vs. VNRT.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
2B7K.DE
iShares MSCI World SRI UCITS ETF EUR (Acc)
10.83%2.85%17.54%20.90%-16.94%36.69%9.65%19.70%
VNRT.DE
Vanguard FTSE North America UCITS ETF Distributing
11.18%5.38%31.91%22.71%-15.21%38.59%8.35%19.32%

Correlation

The correlation between 2B7K.DE and VNRT.DE is 0.88, 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

0.88

Correlation (3Y)
Calculated over the trailing 3-year period

0.89

Correlation (5Y)
Calculated over the trailing 5-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Feb 28, 2019

0.94

The correlation between 2B7K.DE and VNRT.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.

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Return for Risk

2B7K.DE vs. VNRT.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

2B7K.DE
2B7K.DE Risk / Return Rank: 4646
Overall Rank
2B7K.DE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
2B7K.DE Sortino Ratio Rank: 4444
Sortino Ratio Rank
2B7K.DE Omega Ratio Rank: 4343
Omega Ratio Rank
2B7K.DE Calmar Ratio Rank: 4949
Calmar Ratio Rank
2B7K.DE Martin Ratio Rank: 5151
Martin Ratio Rank

VNRT.DE
VNRT.DE Risk / Return Rank: 6969
Overall Rank
VNRT.DE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VNRT.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
VNRT.DE Omega Ratio Rank: 7070
Omega Ratio Rank
VNRT.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
VNRT.DE Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

2B7K.DE vs. VNRT.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 Vanguard FTSE North America UCITS ETF Distributing (VNRT.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.


2B7K.DEVNRT.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-0.83

Omega ratioGain probability vs. loss probability

1.27

1.41

-0.14

Calmar ratioReturn relative to maximum drawdown

2.37

3.55

-1.18

Martin ratioReturn relative to average drawdown

8.64

12.68

-4.05

2B7K.DE vs. VNRT.DE - Sharpe Ratio Comparison

The current 2B7K.DE Sharpe Ratio is 1.48, which is lower than the VNRT.DE Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of 2B7K.DE and VNRT.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


2B7K.DEVNRT.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

2.20

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.93

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.87

-0.08

Drawdowns

2B7K.DE vs. VNRT.DE - Drawdown Comparison

The maximum 2B7K.DE drawdown since its inception was -31.65%, smaller than the maximum VNRT.DE drawdown of -34.52%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and VNRT.DE.


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Drawdown Indicators


2B7K.DEVNRT.DEDifference

Max Drawdown

Largest peak-to-trough decline

-31.65%

-34.52%

+2.87%

Max Drawdown (1Y)

Largest decline over 1 year

-7.81%

-7.10%

-0.71%

Max Drawdown (3Y)

Largest decline over 3 years

-21.29%

-23.32%

+2.03%

Max Drawdown (5Y)

Largest decline over 5 years

-21.29%

-23.32%

+2.03%

Current Drawdown

Current decline from peak

0.00%

-0.35%

+0.35%

Average Drawdown

Average peak-to-trough decline

-5.16%

-4.44%

-0.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

1.99%

+0.16%

Volatility

2B7K.DE vs. VNRT.DE - Volatility Comparison

iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a higher volatility of 3.69% compared to Vanguard FTSE North America UCITS ETF Distributing (VNRT.DE) at 2.64%. This indicates that 2B7K.DE's price experiences larger fluctuations and is considered to be riskier than VNRT.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.DEVNRT.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

2.64%

+1.05%

Volatility (6M)

Calculated over the trailing 6-month period

9.21%

7.50%

+1.71%

Volatility (1Y)

Calculated over the trailing 1-year period

12.48%

11.47%

+1.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.60%

15.27%

-0.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.18%

16.82%

-0.64%

2B7K.DE vs. VNRT.DE - Expense Ratio Comparison

2B7K.DE has a 0.20% expense ratio, which is higher than VNRT.DE's 0.10% 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. VNRT.DE - Dividend Comparison

2B7K.DE has not paid dividends to shareholders, while VNRT.DE's dividend yield for the trailing twelve months is around 0.88%.


PositionTTM202520242023202220212020201920182017
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%
VNRT.DE
Vanguard FTSE North America UCITS ETF Distributing
0.88%0.98%0.99%1.25%1.46%1.00%1.42%1.43%1.78%0.41%

Frequently Asked Questions


2B7K.DE and VNRT.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VNRT.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VNRT.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for 2B7K.DE.

2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while VNRT.DE tracks Russell 1000 TR USD. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.20% for 2B7K.DE and 0.10% for VNRT.DE.

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