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2B76.DE vs. VADGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

2B76.DE vs. VADGX

Last updated Jun 5, 2026

2B76.DE (iShares Automation & Robotics UCITS ETF) and VADGX (Vanguard Advice Select Dividend Growth Fund) are both funds - 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while VADGX is a Large Cap Blend Equities fund managed by Vanguard. Over the past 3 years, 2B76.DE returned 18.67%/yr vs 6.63%/yr for VADGX. At a 0.31 correlation, their price movements are largely independent. 2B76.DE charges 0.40%/yr vs 0.45%/yr for VADGX.

Performance

2B76.DE vs. VADGX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Automation & Robotics UCITS ETF (2B76.DE) and Vanguard Advice Select Dividend Growth Fund (VADGX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

2B76.DE is traded in EUR, while VADGX is traded in USD. To make them comparable, the VADGX 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 VADGX's 1.99% return.

2B76.DE

1D
-0.54%
1M
6.10%
YTD
29.76%
6M
26.92%
1Y
43.03%
3Y*
18.67%
5Y*
11.74%
10Y*
—

VADGX

1D
-0.00%
1M
3.16%
YTD
1.99%
6M
1.41%
1Y
4.95%
3Y*
6.63%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

2B76.DE vs. VADGX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
2B76.DE
iShares Automation & Robotics UCITS ETF		29.76%4.57%12.11%34.96%-31.03%0.58%
VADGX
Vanguard Advice Select Dividend Growth Fund		1.99%-4.36%17.99%7.10%2.07%5.66%

Correlation

The correlation between 2B76.DE and VADGX is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2021

0.31

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iShares Automation & Robotics UCITS ETF

Vanguard Advice Select Dividend Growth Fund

Often compared with 2B76.DE:
2B76.DE vs. GOAI.DE2B76.DE vs. XNAS.DE2B76.DE vs. 18M2.DE2B76.DE vs. XB0T.DE2B76.DE vs. 2B7F.DE2B76.DE vs. EUNL.DE2B76.DE vs. ^GSPC
Often compared with VADGX:
VADGX vs. JEPIVADGX vs. VAGVXVADGX vs. VDIGXVADGX vs. FAGCXVADGX vs. VGIAXVADGX vs. EGFIXVADGX vs. SPXS

Return for Risk

2B76.DE vs. VADGX — 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: 4141
Overall Rank
2B76.DE Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
2B76.DE Sortino Ratio Rank: 4545
Sortino Ratio Rank
2B76.DE Omega Ratio Rank: 5353
Omega Ratio Rank
2B76.DE Calmar Ratio Rank: 4040
Calmar Ratio Rank
2B76.DE Martin Ratio Rank: 2929
Martin Ratio Rank
VADGX
VADGX Risk / Return Rank: 88
Overall Rank
VADGX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
VADGX Sortino Ratio Rank: 88
Sortino Ratio Rank
VADGX Omega Ratio Rank: 77
Omega Ratio Rank
VADGX Calmar Ratio Rank: 77
Calmar Ratio Rank
VADGX Martin Ratio Rank: 88
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. VADGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B76.DE) and Vanguard Advice Select Dividend Growth Fund (VADGX). 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.DEVADGXDifference
Sharpe ratioReturn per unit of total volatility
1.41
0.41

+1.00

Sortino ratioReturn per unit of downside risk
2.18
0.63

+1.55

Omega ratioGain probability vs. loss probability

1.32

1.08

+0.25

Calmar ratioReturn relative to maximum drawdown

1.95

0.43

+1.51

Martin ratioReturn relative to average drawdown

3.97

1.32

+2.65

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

2B76.DE vs. VADGX - Sharpe Ratio Comparison

The current 2B76.DE Sharpe Ratio is 1.41, which is higher than the VADGX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of 2B76.DE and VADGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

2B76.DEVADGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

0.41

+1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.47

+0.23

Drawdowns

2B76.DE vs. VADGX - Drawdown Comparison

The maximum 2B76.DE drawdown since its inception was -35.52%, which is greater than VADGX's maximum drawdown of -19.49%. Use the drawdown chart below to compare losses from any high point for 2B76.DE and VADGX.

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Drawdown Indicators

2B76.DEVADGXDifference

Max Drawdown

Largest peak-to-trough decline

-35.52%

-19.49%

-16.03%

Max Drawdown (1Y)

Largest decline over 1 year

-22.42%

-10.08%

-12.34%

Max Drawdown (3Y)

Largest decline over 3 years

-29.46%

-19.49%

-9.97%

Max Drawdown (5Y)

Largest decline over 5 years

-35.52%

—

—

Current Drawdown

Current decline from peak

-0.54%

-5.29%

+4.75%

Average Drawdown

Average peak-to-trough decline

-9.64%

-5.17%

-4.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.01%

3.30%

+7.71%

Volatility

2B76.DE vs. VADGX - Volatility Comparison

iShares Automation & Robotics UCITS ETF (2B76.DE) has a higher volatility of 7.32% compared to Vanguard Advice Select Dividend Growth Fund (VADGX) at 2.03%. This indicates that 2B76.DE's price experiences larger fluctuations and is considered to be riskier than VADGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

2B76.DEVADGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.32%

2.03%

+5.29%

Volatility (6M)

Calculated over the trailing 6-month period

17.05%

7.86%

+9.19%

Volatility (1Y)

Calculated over the trailing 1-year period

30.98%

10.58%

+20.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.95%

13.91%

+10.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.52%

13.91%

+8.61%

2B76.DE vs. VADGX - Expense Ratio Comparison

2B76.DE has a 0.40% expense ratio, which is lower than VADGX's 0.45% expense ratio.

Dividends

2B76.DE vs. VADGX - Dividend Comparison

2B76.DE has not paid dividends to shareholders, while VADGX's dividend yield for the trailing twelve months is around 1.03%.

PositionTTM20252024202320222021
2B76.DE
iShares Automation & Robotics UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%
VADGX
Vanguard Advice Select Dividend Growth Fund		1.03%1.04%1.98%1.25%0.84%0.16%

Frequently Asked Questions

2B76.DE and VADGX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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