2B76.DE vs. 2B77.DE
2B76.DE (iShares Automation & Robotics UCITS ETF) and 2B77.DE (iShares Ageing Population UCITS ETF) are both exchange-traded funds - 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while 2B77.DE is a Health & Biotech Equities fund tracking the iSTOXX® FactSet Ageing Population. Both are passively managed. Over the past 5 years, 2B76.DE returned 11.74%/yr vs 5.15%/yr for 2B77.DE. A 0.78 correlation means they provide meaningful diversification when combined. Both charge a 0.40% expense ratio.
Performance
2B76.DE vs. 2B77.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B76.DE achieves a 29.76% return, which is significantly higher than 2B77.DE's 2.83% 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*
- —
2B77.DE
- 1D
- 1.81%
- 1M
- 0.31%
- YTD
- 2.83%
- 6M
- 4.39%
- 1Y
- 16.72%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
2B76.DE vs. 2B77.DE - 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% |
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -8.98% | 13.25% | 2.39% | 23.81% | -9.53% | 7.26% |
Correlation
The correlation between 2B76.DE and 2B77.DE is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.78 |
The correlation between 2B76.DE and 2B77.DE shifts across timeframes, from 0.58 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B76.DE vs. 2B77.DE — Risk / Return Rank
2B76.DE
2B77.DE
2B76.DE vs. 2B77.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B76.DE) and iShares Ageing Population UCITS ETF (2B77.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.DE | 2B77.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.24 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.45 | -0.50 |
| Martin ratioReturn relative to average drawdown | 3.97 | 8.32 | -4.35 |
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 | 2B77.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.36 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.34 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.43 | +0.28 |
Drawdowns
2B76.DE vs. 2B77.DE - Drawdown Comparison
The maximum 2B76.DE drawdown since its inception was -35.52%, smaller than the maximum 2B77.DE drawdown of -38.47%. Use the drawdown chart below to compare losses from any high point for 2B76.DE and 2B77.DE.
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Drawdown Indicators
| 2B76.DE | 2B77.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.52% | -38.47% | +2.95% |
Max Drawdown (1Y)Largest decline over 1 year | -22.42% | -6.80% | -15.62% |
Max Drawdown (3Y)Largest decline over 3 years | -29.46% | -20.07% | -9.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -20.07% | -15.45% |
Current DrawdownCurrent decline from peak | -0.54% | -1.60% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -5.47% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 2.01% | +9.00% |
Volatility
2B76.DE vs. 2B77.DE - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B76.DE) has a higher volatility of 7.32% compared to iShares Ageing Population UCITS ETF (2B77.DE) at 3.36%. This indicates that 2B76.DE's price experiences larger fluctuations and is considered to be riskier than 2B77.DE 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 | 2B77.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 3.36% | +3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 17.05% | 9.17% | +7.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.98% | 12.28% | +18.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.95% | 15.09% | +8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 16.52% | +6.00% |
2B76.DE vs. 2B77.DE - Expense Ratio Comparison
Both 2B76.DE and 2B77.DE have an expense ratio of 0.40%.
Dividends
2B76.DE vs. 2B77.DE - Dividend Comparison
Neither 2B76.DE nor 2B77.DE has paid dividends to shareholders.
Frequently Asked Questions
2B76.DE and 2B77.DE have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
2B76.DE and 2B77.DE have the same expense ratio: 0.40% per year.
2B76.DE is categorized as Robotics, while 2B77.DE is Health & Biotech Equities. 2B76.DE tracks iSTOXX® FactSet Automation & Robotics, while 2B77.DE tracks iSTOXX® FactSet Ageing Population.
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