2B7K.DE vs. XDEV.DE
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) and XDEV.DE (Xtrackers MSCI World Value Factor UCITS ETF 1C) are both Global Equities funds - 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels while XDEV.DE tracks the MSCI ACWI Value NR USD. Both are passively managed. Over the past 5 years, 2B7K.DE returned 9.66%/yr vs 17.27%/yr for XDEV.DE. Their correlation of 0.81 suggests significant overlap in exposure. 2B7K.DE charges 0.20%/yr vs 0.25%/yr for XDEV.DE.
Performance
2B7K.DE vs. XDEV.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 XDEV.DE's 32.07% 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%
XDEV.DE
- 1D
- 0.55%
- 1M
- -3.67%
- 6M
- 27.74%
- YTD
- 32.07%
- 1Y
- 58.75%
- 3Y*
- 24.69%
- 5Y*
- 17.27%
- 10Y*
- 11.62%
- ALL TIME*
- 8.86%
2B7K.DE vs. XDEV.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% |
XDEV.DE Xtrackers MSCI World Value Factor UCITS ETF 1C | 32.07% | 24.74% | 11.64% | 15.69% | -4.81% | 30.64% | -12.50% | 9.27% |
Correlation
The correlation between 2B7K.DE and XDEV.DE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.81 |
The correlation between 2B7K.DE and XDEV.DE has been stable across timeframes, ranging from 0.76 to 0.81 - a consistent structural relationship.
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Return for Risk
2B7K.DE vs. XDEV.DE — Risk / Return Rank
2B7K.DE
XDEV.DE
2B7K.DE vs. XDEV.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 Xtrackers MSCI World Value Factor UCITS ETF 1C (XDEV.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 | XDEV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.33 | ||
| Sortino ratioReturn per unit of downside risk | -3.04 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.67 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 9.67 | -7.14 |
| Martin ratioReturn relative to average drawdown | 9.28 | 30.99 | -21.72 |
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Drawdowns
2B7K.DE vs. XDEV.DE - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum XDEV.DE drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and XDEV.DE.
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Drawdown Indicators
| 2B7K.DE | XDEV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -35.27% | +3.64% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -6.05% | -1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -18.02% | -3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -18.02% | -3.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.27% | — |
Current DrawdownCurrent decline from peak | -2.70% | -4.86% | +2.16% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -6.88% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.89% | +0.19% |
Volatility
2B7K.DE vs. XDEV.DE - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 3.69%, while Xtrackers MSCI World Value Factor UCITS ETF 1C (XDEV.DE) has a volatility of 5.68%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than XDEV.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 | XDEV.DE | 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 | 9.50% | 12.92% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 15.18% | -2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 14.14% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 16.69% | -0.55% |
2B7K.DE vs. XDEV.DE - Expense Ratio Comparison
2B7K.DE has a 0.20% expense ratio, which is lower than XDEV.DE's 0.25% 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. XDEV.DE - Dividend Comparison
Neither 2B7K.DE nor XDEV.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7K.DE and XDEV.DE have a correlation of 0.76, 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 0.25% for XDEV.DE.
2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels, while XDEV.DE tracks MSCI ACWI Value NR USD. They also come from different issuers: iShares and DWS. Their fees differ too: 0.20% for 2B7K.DE and 0.25% for XDEV.DE.
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