V3YA.DE vs. 2B7K.DE
V3YA.DE (Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating) and 2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) are both Large Cap Blend Equities funds - V3YA.DE tracks the FTSE North America All Cap Choice Index while 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 3 years, V3YA.DE returned 18.75%/yr vs 12.93%/yr for 2B7K.DE. Their correlation of 0.91 suggests significant overlap in exposure. V3YA.DE charges 0.12%/yr vs 0.20%/yr for 2B7K.DE.
Performance
V3YA.DE vs. 2B7K.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with V3YA.DE having a 10.95% return and 2B7K.DE slightly lower at 10.83%.
V3YA.DE
- 1D
- 0.08%
- 1M
- 6.20%
- YTD
- 10.95%
- 6M
- 11.28%
- 1Y
- 25.61%
- 3Y*
- 18.75%
- 5Y*
- —
- 10Y*
- —
2B7K.DE
- 1D
- 0.18%
- 1M
- 5.71%
- YTD
- 10.83%
- 6M
- 11.69%
- 1Y
- 18.61%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
V3YA.DE vs. 2B7K.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
V3YA.DE Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 10.95% | 4.20% | 31.35% | 26.80% | -17.33% |
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 10.83% | 2.85% | 17.54% | 20.90% | -12.75% |
Correlation
The correlation between V3YA.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 | 0.90 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2022 | 0.91 |
The correlation between V3YA.DE and 2B7K.DE has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.
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Return for Risk
V3YA.DE vs. 2B7K.DE — Risk / Return Rank
V3YA.DE
2B7K.DE
V3YA.DE vs. 2B7K.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating (V3YA.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.
| V3YA.DE | 2B7K.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.27 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 2.37 | +0.29 |
| Martin ratioReturn relative to average drawdown | 9.58 | 8.64 | +0.94 |
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
| V3YA.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.48 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.79 | +0.04 |
Drawdowns
V3YA.DE vs. 2B7K.DE - Drawdown Comparison
The maximum V3YA.DE drawdown since its inception was -24.84%, smaller than the maximum 2B7K.DE drawdown of -31.65%. Use the drawdown chart below to compare losses from any high point for V3YA.DE and 2B7K.DE.
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Drawdown Indicators
| V3YA.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.84% | -31.65% | +6.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.60% | -7.81% | -1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -24.84% | -21.29% | -3.55% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.29% | — |
Current DrawdownCurrent decline from peak | -0.55% | 0.00% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -5.16% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.15% | +0.52% |
Volatility
V3YA.DE vs. 2B7K.DE - Volatility Comparison
The current volatility for Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating (V3YA.DE) is 3.17%, while iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a volatility of 3.69%. This indicates that V3YA.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
| V3YA.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 3.69% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 9.21% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 12.48% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.58% | 14.60% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.58% | 16.18% | -0.60% |
V3YA.DE vs. 2B7K.DE - Expense Ratio Comparison
V3YA.DE has a 0.12% expense ratio, which is lower than 2B7K.DE's 0.20% 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
V3YA.DE vs. 2B7K.DE - Dividend Comparison
Neither V3YA.DE nor 2B7K.DE has paid dividends to shareholders.
Frequently Asked Questions
V3YA.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, V3YA.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V3YA.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for 2B7K.DE.
V3YA.DE tracks FTSE North America All Cap Choice Index, while 2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.12% for V3YA.DE and 0.20% for 2B7K.DE.
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