2B76.DE vs. ^GSPC
2B76.DE (iShares Automation & Robotics UCITS ETF) is Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while ^GSPC (S&P 500 Index) is an index. Over the past 5 years, 2B76.DE returned 11.74%/yr vs 13.43%/yr for ^GSPC. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
2B76.DE vs. ^GSPC - Performance Comparison
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Different Trading Currencies
2B76.DE is traded in EUR, while ^GSPC is traded in USD. To make them comparable, the ^GSPC values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 2B76.DE achieves a 29.76% return, which is significantly higher than ^GSPC's 12.06% return.
2B76.DE
- 1D
- -0.54%
- 1M
- 8.53%
- YTD
- 29.76%
- 6M
- 27.19%
- 1Y
- 43.85%
- 3Y*
- 18.67%
- 5Y*
- 11.74%
- 10Y*
- —
^GSPC
- 1D
- 0.27%
- 1M
- 5.17%
- YTD
- 12.06%
- 6M
- 10.90%
- 1Y
- 24.89%
- 3Y*
- 17.85%
- 5Y*
- 13.43%
- 10Y*
- 13.40%
2B76.DE vs. ^GSPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B76.DE iShares Automation & Robotics UCITS ETF | 29.76% | 4.57% | 12.11% | 34.96% | -31.03% | 32.27% | 26.14% | 41.97% | -15.50% | 29.23% |
^GSPC S&P 500 Index | 12.06% | 2.58% | 31.45% | 20.51% | -14.45% | 36.38% | 6.68% | 31.79% | -1.84% | 4.74% |
Correlation
The correlation between 2B76.DE and ^GSPC is 0.57, 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 | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.53 |
The correlation between 2B76.DE and ^GSPC has been stable across timeframes, ranging from 0.52 to 0.57 - a consistent structural relationship.
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Return for Risk
2B76.DE vs. ^GSPC — Risk / Return Rank
2B76.DE
^GSPC
2B76.DE vs. ^GSPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B76.DE) and S&P 500 Index (^GSPC). 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.
| 2B76.DE | ^GSPC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 3.30 | -1.36 |
| Martin ratioReturn relative to average drawdown | 3.97 | 12.34 | -8.37 |
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
| 2B76.DE | ^GSPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 2.04 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.80 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.51 | +0.19 |
Drawdowns
2B76.DE vs. ^GSPC - Drawdown Comparison
The maximum 2B76.DE drawdown since its inception was -35.52%, smaller than the maximum ^GSPC drawdown of -51.62%. Use the drawdown chart below to compare losses from any high point for 2B76.DE and ^GSPC.
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Drawdown Indicators
| 2B76.DE | ^GSPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.52% | -51.62% | +16.10% |
Max Drawdown (1Y)Largest decline over 1 year | -22.42% | -7.57% | -14.85% |
Max Drawdown (3Y)Largest decline over 3 years | -29.46% | -23.99% | -5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -23.99% | -11.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -0.54% | -0.20% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -9.08% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 2.02% | +8.99% |
Volatility
2B76.DE vs. ^GSPC - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B76.DE) has a higher volatility of 7.32% compared to S&P 500 Index (^GSPC) at 2.24%. This indicates that 2B76.DE's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B76.DE | ^GSPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 2.24% | +5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 17.05% | 8.62% | +8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.98% | 12.29% | +18.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.95% | 16.79% | +7.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 18.59% | +3.93% |
Frequently Asked Questions
2B76.DE and ^GSPC have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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