2B76.DE vs. SCHG
2B76.DE (iShares Automation & Robotics UCITS ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Both are passively managed. Over the past 5 years, 2B76.DE returned 11.74%/yr vs 16.68%/yr for SCHG. A 0.54 correlation means they provide meaningful diversification when combined. 2B76.DE charges 0.40%/yr vs 0.04%/yr for SCHG.
Performance
2B76.DE vs. SCHG - Performance Comparison
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Different Trading Currencies
2B76.DE is traded in EUR, while SCHG is traded in USD. To make them comparable, the SCHG 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 SCHG's 7.69% 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*
- —
SCHG
- 1D
- 0.00%
- 1M
- 5.12%
- YTD
- 7.69%
- 6M
- 5.99%
- 1Y
- 22.19%
- 3Y*
- 21.70%
- 5Y*
- 16.68%
- 10Y*
- 18.45%
2B76.DE vs. SCHG - 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 8.00% | 3.56% | 43.86% | 45.60% | -27.58% | 37.70% | 27.67% | 39.09% | 3.27% | 12.31% |
Correlation
The correlation between 2B76.DE and SCHG is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.54 |
The correlation between 2B76.DE and SCHG has been stable across timeframes, ranging from 0.54 to 0.59 - a consistent structural relationship.
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Return for Risk
2B76.DE vs. SCHG — Risk / Return Rank
2B76.DE
SCHG
2B76.DE vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B76.DE) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.42 | +0.52 |
| Martin ratioReturn relative to average drawdown | 3.97 | 4.12 | -0.15 |
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 | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.41 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.76 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.91 | -0.21 |
Drawdowns
2B76.DE vs. SCHG - Drawdown Comparison
The maximum 2B76.DE drawdown since its inception was -35.52%, which is greater than SCHG's maximum drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for 2B76.DE and SCHG.
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Drawdown Indicators
| 2B76.DE | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.52% | -31.88% | -3.64% |
Max Drawdown (1Y)Largest decline over 1 year | -22.42% | -15.64% | -6.78% |
Max Drawdown (3Y)Largest decline over 3 years | -29.46% | -28.18% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -30.34% | -5.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.88% | — |
Current DrawdownCurrent decline from peak | -0.54% | -1.46% | +0.92% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -5.23% | -4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 5.40% | +5.61% |
Volatility
2B76.DE vs. SCHG - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B76.DE) has a higher volatility of 7.32% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 3.18%. This indicates that 2B76.DE's price experiences larger fluctuations and is considered to be riskier than SCHG 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 | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 3.18% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 17.05% | 11.13% | +5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.98% | 15.84% | +15.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.95% | 21.97% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 21.86% | +0.66% |
2B76.DE vs. SCHG - Expense Ratio Comparison
2B76.DE has a 0.40% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Dividends
2B76.DE vs. SCHG - Dividend Comparison
2B76.DE has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B76.DE iShares Automation & Robotics UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.36% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Frequently Asked Questions
2B76.DE and SCHG have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.40% for 2B76.DE.
2B76.DE is categorized as Robotics, while SCHG is Large Cap Growth Equities. 2B76.DE tracks iSTOXX® FactSet Automation & Robotics, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.40% for 2B76.DE and 0.04% for SCHG.
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