XD9D.DE vs. 2B7K.DE
XD9D.DE (Xtrackers MSCI USA UCITS ETF) and 2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) are both Large Cap Blend Equities funds - XD9D.DE tracks the MSCI USA while 2B7K.DE tracks the MSCI World SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, XD9D.DE returned 14.44%/yr vs 10.50%/yr for 2B7K.DE. Their correlation of 0.92 suggests significant overlap in exposure. XD9D.DE charges 0.07%/yr vs 0.20%/yr for 2B7K.DE.
Performance
XD9D.DE vs. 2B7K.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with XD9D.DE having a 11.29% return and 2B7K.DE slightly lower at 10.83%.
XD9D.DE
- 1D
- -0.10%
- 1M
- 4.52%
- YTD
- 11.29%
- 6M
- 10.68%
- 1Y
- 25.18%
- 3Y*
- 19.01%
- 5Y*
- 14.44%
- 10Y*
- —
2B7K.DE
- 1D
- 0.18%
- 1M
- 3.92%
- YTD
- 10.83%
- 6M
- 11.24%
- 1Y
- 18.74%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
XD9D.DE vs. 2B7K.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XD9D.DE Xtrackers MSCI USA UCITS ETF | 11.29% | 4.60% | 32.05% | 23.70% | -15.63% | 33.05% |
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 10.83% | 2.85% | 17.54% | 20.90% | -16.94% | 31.90% |
Correlation
The correlation between XD9D.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 | 0.92 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2021 | 0.92 |
The correlation between XD9D.DE and 2B7K.DE has been stable across timeframes, ranging from 0.88 to 0.92 - 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
XD9D.DE vs. 2B7K.DE — Risk / Return Rank
XD9D.DE
2B7K.DE
XD9D.DE vs. 2B7K.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF (XD9D.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.
| XD9D.DE | 2B7K.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.27 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.41 | 2.37 | +1.04 |
| Martin ratioReturn relative to average drawdown | 11.88 | 8.64 | +3.24 |
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
| XD9D.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.48 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.71 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.79 | +0.20 |
Drawdowns
XD9D.DE vs. 2B7K.DE - Drawdown Comparison
The maximum XD9D.DE drawdown since its inception was -23.73%, smaller than the maximum 2B7K.DE drawdown of -31.65%. Use the drawdown chart below to compare losses from any high point for XD9D.DE and 2B7K.DE.
Loading charts...
Drawdown Indicators
| XD9D.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -31.65% | +7.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -7.81% | +0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -21.29% | -2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -21.29% | -2.44% |
Current DrawdownCurrent decline from peak | -0.39% | 0.00% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -5.16% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.15% | -0.03% |
Volatility
XD9D.DE vs. 2B7K.DE - Volatility Comparison
The current volatility for Xtrackers MSCI USA UCITS ETF (XD9D.DE) is 2.77%, while iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) has a volatility of 3.69%. This indicates that XD9D.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
| XD9D.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 3.69% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 7.69% | 9.21% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.76% | 12.48% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | 14.60% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.36% | 16.18% | -0.82% |
XD9D.DE vs. 2B7K.DE - Expense Ratio Comparison
XD9D.DE has a 0.07% 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
XD9D.DE vs. 2B7K.DE - Dividend Comparison
XD9D.DE's dividend yield for the trailing twelve months is around 0.83%, while 2B7K.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XD9D.DE Xtrackers MSCI USA UCITS ETF | 0.83% | 0.94% | 1.17% | 1.16% | 1.08% | 0.27% |
Frequently Asked Questions
XD9D.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, XD9D.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9D.DE is cheaper with a 0.07% expense ratio, compared with 0.20% for 2B7K.DE.
XD9D.DE tracks MSCI USA, while 2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.07% for XD9D.DE and 0.20% for 2B7K.DE.
Find the right allocation for XD9D.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