UEEH.DE vs. 2B7J.DE
UEEH.DE (iShares Edge MSCI World Minimum Volatility UCITS ETF USD Dist) and 2B7J.DE (iShares MSCI World SRI UCITS ETF USD (Dist)) are both Global Equities funds from iShares - UEEH.DE tracks the MSCI World Minimum Volatility while 2B7J.DE tracks the MSCI World SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, UEEH.DE returned 5.98%/yr vs 10.51%/yr for 2B7J.DE. A 0.67 correlation means they provide meaningful diversification when combined. UEEH.DE charges 0.30%/yr vs 0.20%/yr for 2B7J.DE.
Performance
UEEH.DE vs. 2B7J.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEEH.DE achieves a 1.54% return, which is significantly lower than 2B7J.DE's 10.88% return.
UEEH.DE
- 1D
- -0.04%
- 1M
- 1.86%
- YTD
- 1.54%
- 6M
- 1.53%
- 1Y
- 0.02%
- 3Y*
- 6.19%
- 5Y*
- 5.98%
- 10Y*
- —
2B7J.DE
- 1D
- 0.20%
- 1M
- 3.93%
- YTD
- 10.88%
- 6M
- 11.24%
- 1Y
- 18.69%
- 3Y*
- 12.93%
- 5Y*
- 10.51%
- 10Y*
- —
UEEH.DE vs. 2B7J.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UEEH.DE iShares Edge MSCI World Minimum Volatility UCITS ETF USD Dist | 1.54% | -1.55% | 17.56% | 3.56% | -4.40% | 23.98% | 0.94% |
2B7J.DE iShares MSCI World SRI UCITS ETF USD (Dist) | 10.88% | 2.89% | 17.47% | 20.94% | -16.87% | 36.52% | 8.36% |
Correlation
The correlation between UEEH.DE and 2B7J.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Aug 24, 2020 | 0.67 |
Over the past year, the correlation between UEEH.DE and 2B7J.DE has dropped to 0.35 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
UEEH.DE vs. 2B7J.DE — Risk / Return Rank
UEEH.DE
2B7J.DE
UEEH.DE vs. 2B7J.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Minimum Volatility UCITS ETF USD Dist (UEEH.DE) and iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.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.
| UEEH.DE | 2B7J.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.27 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.37 | -2.47 |
| Martin ratioReturn relative to average drawdown | -0.22 | 8.71 | -8.93 |
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
| UEEH.DE | 2B7J.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | 1.49 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.71 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.79 | -0.14 |
Drawdowns
UEEH.DE vs. 2B7J.DE - Drawdown Comparison
The maximum UEEH.DE drawdown since its inception was -12.82%, smaller than the maximum 2B7J.DE drawdown of -32.11%. Use the drawdown chart below to compare losses from any high point for UEEH.DE and 2B7J.DE.
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Drawdown Indicators
| UEEH.DE | 2B7J.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.82% | -32.11% | +19.29% |
Max Drawdown (1Y)Largest decline over 1 year | -5.49% | -7.80% | +2.31% |
Max Drawdown (3Y)Largest decline over 3 years | -12.82% | -21.26% | +8.44% |
Max Drawdown (5Y)Largest decline over 5 years | -12.82% | -21.26% | +8.44% |
Current DrawdownCurrent decline from peak | -6.93% | 0.00% | -6.93% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -5.16% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.13% | +0.39% |
Volatility
UEEH.DE vs. 2B7J.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Minimum Volatility UCITS ETF USD Dist (UEEH.DE) is 2.62%, while iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) has a volatility of 3.54%. This indicates that UEEH.DE experiences smaller price fluctuations and is considered to be less risky than 2B7J.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEEH.DE | 2B7J.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 3.54% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 9.14% | -3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.88% | 12.42% | -4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.11% | 14.60% | -4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.26% | 16.29% | -6.03% |
UEEH.DE vs. 2B7J.DE - Expense Ratio Comparison
UEEH.DE has a 0.30% expense ratio, which is higher than 2B7J.DE's 0.20% expense ratio.
Dividends
UEEH.DE vs. 2B7J.DE - Dividend Comparison
UEEH.DE's dividend yield for the trailing twelve months is around 1.45%, more than 2B7J.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
2B7J.DE iShares MSCI World SRI UCITS ETF USD (Dist) | 1.13% | 1.23% | 1.37% | 1.55% | 1.74% | 1.15% | 1.28% | 1.68% |
UEEH.DE iShares Edge MSCI World Minimum Volatility UCITS ETF USD Dist | 1.45% | 1.49% | 1.59% | 1.76% | 1.70% | 1.37% | 0.00% | 0.00% |
Frequently Asked Questions
UEEH.DE and 2B7J.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7J.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7J.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for UEEH.DE.
UEEH.DE tracks MSCI World Minimum Volatility, while 2B7J.DE tracks MSCI World SRI Select Reduced Fossil Fuels. Their fees differ too: 0.30% for UEEH.DE and 0.20% for 2B7J.DE.
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