IQQN.DE vs. 2B7K.DE
IQQN.DE (iShares MSCI North America UCITS ETF) and 2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) are both Large Cap Blend Equities funds from iShares - IQQN.DE tracks the MSCI North America while 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, IQQN.DE returned 13.97%/yr vs 10.50%/yr for 2B7K.DE. Their correlation of 0.94 suggests significant overlap in exposure. IQQN.DE charges 0.40%/yr vs 0.20%/yr for 2B7K.DE.
Performance
IQQN.DE vs. 2B7K.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with IQQN.DE having a 11.09% return and 2B7K.DE slightly lower at 10.83%.
IQQN.DE
- 1D
- -0.05%
- 1M
- 4.42%
- YTD
- 11.09%
- 6M
- 10.54%
- 1Y
- 24.97%
- 3Y*
- 18.64%
- 5Y*
- 13.97%
- 10Y*
- 14.38%
2B7K.DE
- 1D
- 0.18%
- 1M
- 3.92%
- YTD
- 10.83%
- 6M
- 11.24%
- 1Y
- 18.74%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
IQQN.DE vs. 2B7K.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IQQN.DE iShares MSCI North America UCITS ETF | 11.09% | 4.95% | 31.43% | 22.31% | -15.50% | 38.10% | 8.53% | 18.72% |
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 IQQN.DE and 2B7K.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 | 0.93 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.94 |
The correlation between IQQN.DE and 2B7K.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IQQN.DE vs. 2B7K.DE — Risk / Return Rank
IQQN.DE
2B7K.DE
IQQN.DE vs. 2B7K.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI North America UCITS ETF (IQQN.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.
| IQQN.DE | 2B7K.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.27 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 2.37 | +1.09 |
| Martin ratioReturn relative to average drawdown | 12.25 | 8.64 | +3.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IQQN.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 1.48 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.71 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.79 | -0.20 |
Drawdowns
IQQN.DE vs. 2B7K.DE - Drawdown Comparison
The maximum IQQN.DE drawdown since its inception was -52.40%, which is greater than 2B7K.DE's maximum drawdown of -31.65%. Use the drawdown chart below to compare losses from any high point for IQQN.DE and 2B7K.DE.
Loading charts...
Drawdown Indicators
| IQQN.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.40% | -31.65% | -20.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.22% | -7.81% | +0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -21.29% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -21.29% | -2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -34.38% | — | — |
Current DrawdownCurrent decline from peak | -0.35% | 0.00% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -5.16% | -3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.15% | -0.10% |
Volatility
IQQN.DE vs. 2B7K.DE - Volatility Comparison
The current volatility for iShares MSCI North America UCITS ETF (IQQN.DE) is 2.66%, while iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a volatility of 3.69%. This indicates that IQQN.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.
Loading charts...
Volatility by Period
| IQQN.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 3.69% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.55% | 9.21% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.56% | 12.48% | -0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 14.60% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 16.18% | -0.09% |
IQQN.DE vs. 2B7K.DE - Expense Ratio Comparison
IQQN.DE has a 0.40% expense ratio, which is higher than 2B7K.DE's 0.20% expense ratio.
Dividends
IQQN.DE vs. 2B7K.DE - Dividend Comparison
IQQN.DE's dividend yield for the trailing twelve months is around 0.61%, while 2B7K.DE has not paid dividends to shareholders.
| 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% |
IQQN.DE iShares MSCI North America UCITS ETF | 0.61% | 0.68% | 0.75% | 0.99% | 1.15% | 0.73% | 1.09% | 1.22% | 1.42% | 1.34% | 1.37% | 1.53% |
Frequently Asked Questions
IQQN.DE and 2B7K.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, 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 0.40% for IQQN.DE.
IQQN.DE tracks MSCI North America, while 2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels. Their fees differ too: 0.40% for IQQN.DE and 0.20% for 2B7K.DE.
Find the right allocation for IQQN.DE and 2B7K.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer