PortfoliosLab logoPortfoliosLab logo
2B76.DE vs. 18M2.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

2B76.DE vs. 18M2.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Automation & Robotics UCITS ETF (2B76.DE) and Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

2B76.DE vs. 18M2.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
2B76.DE
iShares Automation & Robotics UCITS ETF
-2.50%4.57%12.11%34.96%-31.03%32.27%26.14%41.97%-15.50%29.23%
18M2.DE
Amundi ETF MSCI EMU High Dividend UCITS ETF EUR
4.00%21.49%3.36%16.14%-6.47%16.02%-6.39%24.91%-4.44%7.99%

Returns By Period

In the year-to-date period, 2B76.DE achieves a -2.50% return, which is significantly lower than 18M2.DE's 4.00% return.


2B76.DE

1D
4.77%
1M
-5.18%
YTD
-2.50%
6M
0.27%
1Y
13.64%
3Y*
9.86%
5Y*
5.29%
10Y*

18M2.DE

1D
1.36%
1M
-0.59%
YTD
4.00%
6M
10.96%
1Y
16.42%
3Y*
11.66%
5Y*
8.77%
10Y*
8.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


2B76.DE vs. 18M2.DE - Expense Ratio Comparison

2B76.DE has a 0.40% expense ratio, which is higher than 18M2.DE's 0.30% expense ratio.


Return for Risk

2B76.DE vs. 18M2.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

2B76.DE
2B76.DE Risk / Return Rank: 2525
Overall Rank
2B76.DE Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
2B76.DE Sortino Ratio Rank: 2727
Sortino Ratio Rank
2B76.DE Omega Ratio Rank: 2929
Omega Ratio Rank
2B76.DE Calmar Ratio Rank: 2525
Calmar Ratio Rank
2B76.DE Martin Ratio Rank: 2020
Martin Ratio Rank

18M2.DE
18M2.DE Risk / Return Rank: 6464
Overall Rank
18M2.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
18M2.DE Sortino Ratio Rank: 6161
Sortino Ratio Rank
18M2.DE Omega Ratio Rank: 6868
Omega Ratio Rank
18M2.DE Calmar Ratio Rank: 6363
Calmar Ratio Rank
18M2.DE Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

2B76.DE vs. 18M2.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B76.DE) and Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.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.


2B76.DE18M2.DEDifference

Sharpe ratio

Return per unit of total volatility

0.41

1.25

-0.84

Sortino ratio

Return per unit of downside risk

0.85

1.62

-0.77

Omega ratio

Gain probability vs. loss probability

1.13

1.26

-0.14

Calmar ratio

Return relative to maximum drawdown

0.59

1.70

-1.11

Martin ratio

Return relative to average drawdown

1.24

6.10

-4.86

2B76.DE vs. 18M2.DE - Sharpe Ratio Comparison

The current 2B76.DE Sharpe Ratio is 0.41, which is lower than the 18M2.DE Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of 2B76.DE and 18M2.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


2B76.DE18M2.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

1.25

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.65

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.43

+0.13

Correlation

The correlation between 2B76.DE and 18M2.DE is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

2B76.DE vs. 18M2.DE - Dividend Comparison

Neither 2B76.DE nor 18M2.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

2B76.DE vs. 18M2.DE - Drawdown Comparison

The maximum 2B76.DE drawdown since its inception was -35.52%, roughly equal to the maximum 18M2.DE drawdown of -37.06%. Use the drawdown chart below to compare losses from any high point for 2B76.DE and 18M2.DE.


Loading graphics...

Drawdown Indicators


2B76.DE18M2.DEDifference

Max Drawdown

Largest peak-to-trough decline

-35.52%

-37.06%

+1.54%

Max Drawdown (1Y)

Largest decline over 1 year

-22.42%

-11.63%

-10.79%

Max Drawdown (5Y)

Largest decline over 5 years

-35.52%

-20.81%

-14.71%

Max Drawdown (10Y)

Largest decline over 10 years

-37.06%

Current Drawdown

Current decline from peak

-18.72%

-1.97%

-16.75%

Average Drawdown

Average peak-to-trough decline

-9.72%

-6.48%

-3.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.65%

2.76%

+7.89%

Volatility

2B76.DE vs. 18M2.DE - Volatility Comparison

iShares Automation & Robotics UCITS ETF (2B76.DE) has a higher volatility of 8.10% compared to Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) at 3.97%. This indicates that 2B76.DE's price experiences larger fluctuations and is considered to be riskier than 18M2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


2B76.DE18M2.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.10%

3.97%

+4.13%

Volatility (6M)

Calculated over the trailing 6-month period

26.92%

7.61%

+19.31%

Volatility (1Y)

Calculated over the trailing 1-year period

32.81%

13.07%

+19.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.66%

13.39%

+10.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.41%

15.48%

+6.93%