GMVM.DE vs. 2B7K.DE
GMVM.DE (VanEck Morningstar US Sustainable Wide Moat UCITS ETF) and 2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) are both Large Cap Blend Equities funds - GMVM.DE tracks the Morningstar US Sustainable Moat Focus while 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, GMVM.DE returned 4.14%/yr vs 10.50%/yr for 2B7K.DE. Their correlation of 0.86 suggests significant overlap in exposure. GMVM.DE charges 0.49%/yr vs 0.20%/yr for 2B7K.DE.
Performance
GMVM.DE vs. 2B7K.DE - Performance Comparison
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Returns By Period
In the year-to-date period, GMVM.DE achieves a -1.57% return, which is significantly lower than 2B7K.DE's 10.83% return.
GMVM.DE
- 1D
- 0.97%
- 1M
- 2.94%
- YTD
- -1.57%
- 6M
- -3.00%
- 1Y
- 6.57%
- 3Y*
- 5.24%
- 5Y*
- 4.14%
- 10Y*
- 10.29%
2B7K.DE
- 1D
- 0.18%
- 1M
- 3.92%
- YTD
- 10.83%
- 6M
- 11.24%
- 1Y
- 18.74%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
GMVM.DE vs. 2B7K.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
GMVM.DE VanEck Morningstar US Sustainable Wide Moat UCITS ETF | -1.57% | -4.56% | 17.59% | 14.37% | -14.38% | 36.91% | 2.73% | 21.50% |
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% |
Correlation
The correlation between GMVM.DE and 2B7K.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.86 |
The correlation between GMVM.DE and 2B7K.DE shifts across timeframes, from 0.69 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
GMVM.DE vs. 2B7K.DE — Risk / Return Rank
GMVM.DE
2B7K.DE
GMVM.DE vs. 2B7K.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (GMVM.DE) and iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.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.
| GMVM.DE | 2B7K.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.27 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.37 | -1.79 |
| Martin ratioReturn relative to average drawdown | 1.37 | 8.64 | -7.26 |
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
| GMVM.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 1.48 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.71 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.79 | -0.17 |
Drawdowns
GMVM.DE vs. 2B7K.DE - Drawdown Comparison
The maximum GMVM.DE drawdown since its inception was -32.25%, roughly equal to the maximum 2B7K.DE drawdown of -31.65%. Use the drawdown chart below to compare losses from any high point for GMVM.DE and 2B7K.DE.
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Drawdown Indicators
| GMVM.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.25% | -31.65% | -0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -7.81% | -3.19% |
Max Drawdown (3Y)Largest decline over 3 years | -25.74% | -21.29% | -4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -21.29% | -4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -32.25% | — | — |
Current DrawdownCurrent decline from peak | -10.18% | 0.00% | -10.18% |
Average DrawdownAverage peak-to-trough decline | -5.85% | -5.16% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 2.15% | +2.54% |
Volatility
GMVM.DE vs. 2B7K.DE - Volatility Comparison
The current volatility for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (GMVM.DE) is 3.23%, while iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a volatility of 3.69%. This indicates that GMVM.DE experiences smaller price fluctuations and is considered to be less risky than 2B7K.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GMVM.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 3.69% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 9.21% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 12.48% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 14.60% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 16.18% | +0.36% |
GMVM.DE vs. 2B7K.DE - Expense Ratio Comparison
GMVM.DE has a 0.49% expense ratio, which is higher than 2B7K.DE's 0.20% expense ratio.
Dividends
GMVM.DE vs. 2B7K.DE - Dividend Comparison
Neither GMVM.DE nor 2B7K.DE has paid dividends to shareholders.
Frequently Asked Questions
GMVM.DE and 2B7K.DE have a correlation of 0.69, 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 0.49% for GMVM.DE.
GMVM.DE tracks Morningstar US Sustainable Moat Focus, while 2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels. They also come from different issuers: VanEck and iShares. Their fees differ too: 0.49% for GMVM.DE and 0.20% for 2B7K.DE.
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