2B77.DE vs. 2B78.DE
2B77.DE (iShares Ageing Population UCITS ETF) and 2B78.DE (iShares Healthcare Innovation UCITS ETF) are both Health & Biotech Equities funds from iShares - 2B77.DE tracks the iSTOXX® FactSet Ageing Population while 2B78.DE tracks the iSTOXX® FactSet Breakthrough Healthcare. Both are passively managed. Over the past 5 years, 2B77.DE returned 6.04%/yr vs -1.46%/yr for 2B78.DE. Their correlation of 0.82 suggests significant overlap in exposure. Both charge a 0.40% expense ratio.
Performance
2B77.DE vs. 2B78.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B77.DE achieves a 9.52% return, which is significantly higher than 2B78.DE's 6.74% return.
2B77.DE
- 1D
- 0.34%
- 1M
- 5.65%
- YTD
- 9.52%
- 6M
- 9.39%
- 1Y
- 25.81%
- 3Y*
- 14.15%
- 5Y*
- 6.04%
- 10Y*
- —
2B78.DE
- 1D
- 1.35%
- 1M
- 8.85%
- YTD
- 6.74%
- 6M
- 6.60%
- 1Y
- 27.75%
- 3Y*
- 6.56%
- 5Y*
- -1.46%
- 10Y*
- —
2B77.DE vs. 2B78.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 9.52% | 13.28% | 14.40% | 5.16% | -9.08% | 13.38% | 2.28% | 23.91% | -9.63% | 7.38% |
2B78.DE iShares Healthcare Innovation UCITS ETF | 6.74% | 5.61% | 7.18% | -0.29% | -19.05% | 1.20% | 38.70% | 16.67% | 0.39% | 19.53% |
Correlation
The correlation between 2B77.DE and 2B78.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.82 |
The correlation between 2B77.DE and 2B78.DE has been stable across timeframes, ranging from 0.73 to 0.82 - a consistent structural relationship.
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Return for Risk
2B77.DE vs. 2B78.DE — Risk / Return Rank
2B77.DE
2B78.DE
2B77.DE vs. 2B78.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and iShares Healthcare Innovation UCITS ETF (2B78.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 2B77.DE | 2B78.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.29 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 2.30 | +1.50 |
| Martin ratioReturn relative to average drawdown | 13.40 | 5.65 | +7.75 |
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Drawdowns
2B77.DE vs. 2B78.DE - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.55%, roughly equal to the maximum 2B78.DE drawdown of -38.59%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and 2B78.DE.
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Drawdown Indicators
| 2B77.DE | 2B78.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.55% | -38.59% | +0.04% |
Max Drawdown (1Y)Largest decline over 1 year | -6.76% | -12.00% | +5.24% |
Max Drawdown (3Y)Largest decline over 3 years | -20.13% | -25.32% | +5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -37.03% | +16.90% |
Current DrawdownCurrent decline from peak | 0.00% | -11.68% | +11.68% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -15.27% | +8.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 4.90% | -2.98% |
Volatility
2B77.DE vs. 2B78.DE - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 3.17%, while iShares Healthcare Innovation UCITS ETF (2B78.DE) has a volatility of 5.25%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than 2B78.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B77.DE | 2B78.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 5.25% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 12.04% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.13% | 16.31% | -4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 17.97% | -2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 19.93% | -2.13% |
2B77.DE vs. 2B78.DE - Expense Ratio Comparison
Both 2B77.DE and 2B78.DE have an expense ratio of 0.40%.
Dividends
2B77.DE vs. 2B78.DE - Dividend Comparison
Neither 2B77.DE nor 2B78.DE has paid dividends to shareholders.
Frequently Asked Questions
2B77.DE and 2B78.DE have a correlation of 0.73, 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.
2B77.DE and 2B78.DE have the same expense ratio: 0.40% per year.
2B77.DE tracks iSTOXX® FactSet Ageing Population, while 2B78.DE tracks iSTOXX® FactSet Breakthrough Healthcare.
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