2B76.DE vs. SXRV.DE
2B76.DE (iShares Automation & Robotics UCITS ETF) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, 2B76.DE returned 11.74%/yr vs 18.67%/yr for SXRV.DE. Their correlation of 0.84 suggests significant overlap in exposure. 2B76.DE charges 0.40%/yr vs 0.36%/yr for SXRV.DE.
Performance
2B76.DE vs. SXRV.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 SXRV.DE's 20.57% 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*
- —
SXRV.DE
- 1D
- -0.83%
- 1M
- 9.26%
- YTD
- 20.57%
- 6M
- 19.43%
- 1Y
- 37.81%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
2B76.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 15.81% |
Correlation
The correlation between 2B76.DE and SXRV.DE is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.84 |
The correlation between 2B76.DE and SXRV.DE has been stable across timeframes, ranging from 0.83 to 0.85 - a consistent structural relationship.
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Return for Risk
2B76.DE vs. SXRV.DE — Risk / Return Rank
2B76.DE
SXRV.DE
2B76.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.42 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 3.75 | -1.81 |
| Martin ratioReturn relative to average drawdown | 3.97 | 11.16 | -7.19 |
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 | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 2.40 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.93 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.91 | -0.21 |
Drawdowns
2B76.DE vs. SXRV.DE - Drawdown Comparison
The maximum 2B76.DE drawdown since its inception was -35.52%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for 2B76.DE and SXRV.DE.
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Drawdown Indicators
| 2B76.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.52% | -32.80% | -2.72% |
Max Drawdown (1Y)Largest decline over 1 year | -22.42% | -10.03% | -12.39% |
Max Drawdown (3Y)Largest decline over 3 years | -29.46% | -26.69% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -31.33% | -4.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -0.54% | -0.83% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -6.56% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 3.38% | +7.63% |
Volatility
2B76.DE vs. SXRV.DE - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B76.DE) has a higher volatility of 7.32% compared to iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) at 4.26%. This indicates that 2B76.DE's price experiences larger fluctuations and is considered to be riskier than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 4.26% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 17.05% | 10.98% | +6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.98% | 15.67% | +15.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.95% | 19.84% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 19.65% | +2.87% |
2B76.DE vs. SXRV.DE - Expense Ratio Comparison
2B76.DE has a 0.40% expense ratio, which is higher than SXRV.DE's 0.36% expense ratio.
Dividends
2B76.DE vs. SXRV.DE - Dividend Comparison
Neither 2B76.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
2B76.DE and SXRV.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRV.DE is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRV.DE is cheaper with a 0.36% expense ratio, compared with 0.40% for 2B76.DE.
2B76.DE is categorized as Robotics, while SXRV.DE is Nasdaq-100. 2B76.DE tracks iSTOXX® FactSet Automation & Robotics, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.40% for 2B76.DE and 0.36% for SXRV.DE.
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