XDWT.DE vs. 2B7K.DE
XDWT.DE (Xtrackers MSCI World Information Technology UCITS ETF 1C) and 2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) are both exchange-traded funds - XDWT.DE is a Technology Equities fund tracking the MSCI World/Information Tech NR USD, while 2B7K.DE is a Large Cap Blend Equities fund tracking the MSCI World SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, XDWT.DE returned 22.52%/yr vs 10.50%/yr for 2B7K.DE. Their correlation of 0.82 suggests significant overlap in exposure. XDWT.DE charges 0.25%/yr vs 0.20%/yr for 2B7K.DE.
Performance
XDWT.DE vs. 2B7K.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDWT.DE achieves a 25.23% return, which is significantly higher than 2B7K.DE's 10.83% return.
XDWT.DE
- 1D
- -2.03%
- 1M
- 14.75%
- YTD
- 25.23%
- 6M
- 23.98%
- 1Y
- 48.86%
- 3Y*
- 29.29%
- 5Y*
- 22.52%
- 10Y*
- 24.00%
2B7K.DE
- 1D
- 0.18%
- 1M
- 5.71%
- YTD
- 10.83%
- 6M
- 11.69%
- 1Y
- 18.61%
- 3Y*
- 12.93%
- 5Y*
- 10.50%
- 10Y*
- —
XDWT.DE vs. 2B7K.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XDWT.DE Xtrackers MSCI World Information Technology UCITS ETF 1C | 25.23% | 9.56% | 41.11% | 50.00% | -28.10% | 41.76% | 30.98% | 30.81% |
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 XDWT.DE and 2B7K.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | 0.82 |
The correlation between XDWT.DE and 2B7K.DE has been stable across timeframes, ranging from 0.75 to 0.82 - a consistent structural relationship.
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Return for Risk
XDWT.DE vs. 2B7K.DE — Risk / Return Rank
XDWT.DE
2B7K.DE
XDWT.DE vs. 2B7K.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Information Technology UCITS ETF 1C (XDWT.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.
| XDWT.DE | 2B7K.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.27 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.37 | +0.75 |
| Martin ratioReturn relative to average drawdown | 8.24 | 8.64 | -0.39 |
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
| XDWT.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 1.48 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 0.71 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.79 | +0.30 |
Drawdowns
XDWT.DE vs. 2B7K.DE - Drawdown Comparison
The maximum XDWT.DE drawdown since its inception was -31.61%, roughly equal to the maximum 2B7K.DE drawdown of -31.65%. Use the drawdown chart below to compare losses from any high point for XDWT.DE and 2B7K.DE.
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Drawdown Indicators
| XDWT.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.61% | -31.65% | +0.04% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -7.81% | -7.78% |
Max Drawdown (3Y)Largest decline over 3 years | -29.46% | -21.29% | -8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -29.46% | -21.29% | -8.17% |
Max Drawdown (10Y)Largest decline over 10 years | -31.61% | — | — |
Current DrawdownCurrent decline from peak | -2.61% | 0.00% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -5.82% | -5.16% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 2.15% | +3.76% |
Volatility
XDWT.DE vs. 2B7K.DE - Volatility Comparison
Xtrackers MSCI World Information Technology UCITS ETF 1C (XDWT.DE) has a higher volatility of 7.11% compared to iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) at 3.69%. This indicates that XDWT.DE's price experiences larger fluctuations and is considered to be riskier 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
| XDWT.DE | 2B7K.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 3.69% | +3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 14.96% | 9.21% | +5.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.39% | 12.48% | +7.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 14.60% | +7.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 16.18% | +5.28% |
XDWT.DE vs. 2B7K.DE - Expense Ratio Comparison
XDWT.DE has a 0.25% expense ratio, which is higher than 2B7K.DE's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDWT.DE vs. 2B7K.DE - Dividend Comparison
Neither XDWT.DE nor 2B7K.DE has paid dividends to shareholders.
Frequently Asked Questions
XDWT.DE and 2B7K.DE have a correlation of 0.75, 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 0.25% for XDWT.DE.
XDWT.DE is categorized as Technology Equities, while 2B7K.DE is Large Cap Blend Equities. XDWT.DE tracks MSCI World/Information Tech NR USD, while 2B7K.DE tracks MSCI World SRI Select Reduced Fossil Fuels. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDWT.DE and 0.20% for 2B7K.DE.
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