2B77.DE vs. FBTU.L
2B77.DE (iShares Ageing Population UCITS ETF) and FBTU.L (First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating) are both Health & Biotech Equities funds. Over the past 5 years, 2B77.DE returned 5.15%/yr vs 7.93%/yr for FBTU.L. A 0.67 correlation means they provide meaningful diversification when combined. 2B77.DE charges 0.40%/yr vs 0.60%/yr for FBTU.L.
Performance
2B77.DE vs. FBTU.L - Performance Comparison
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Different Trading Currencies
2B77.DE is traded in EUR, while FBTU.L is traded in USD. To make them comparable, the FBTU.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 2B77.DE achieves a 2.83% return, which is significantly lower than FBTU.L's 9.97% return.
2B77.DE
- 1D
- 1.81%
- 1M
- 0.31%
- YTD
- 2.83%
- 6M
- 4.39%
- 1Y
- 16.72%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
FBTU.L
- 1D
- 4.19%
- 1M
- 10.45%
- YTD
- 9.97%
- 6M
- 7.24%
- 1Y
- 35.93%
- 3Y*
- 10.26%
- 5Y*
- 7.93%
- 10Y*
- —
2B77.DE vs. FBTU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -8.98% | 13.25% | 19.14% |
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | 9.97% | 11.00% | 11.65% | 0.79% | -0.14% | 3.43% | -5.59% |
Correlation
The correlation between 2B77.DE and FBTU.L is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2020 | 0.67 |
The correlation between 2B77.DE and FBTU.L has been stable across timeframes, ranging from 0.64 to 0.68 - a consistent structural relationship.
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Return for Risk
2B77.DE vs. FBTU.L — Risk / Return Rank
2B77.DE
FBTU.L
2B77.DE vs. FBTU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L). 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.
| 2B77.DE | FBTU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.29 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 2.72 | -0.27 |
| Martin ratioReturn relative to average drawdown | 8.32 | 6.92 | +1.40 |
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
| 2B77.DE | FBTU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.68 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.38 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.24 | +0.19 |
Drawdowns
2B77.DE vs. FBTU.L - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than FBTU.L's maximum drawdown of -26.67%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and FBTU.L.
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Drawdown Indicators
| 2B77.DE | FBTU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.47% | -26.67% | -11.80% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -13.15% | +6.35% |
Max Drawdown (3Y)Largest decline over 3 years | -20.07% | -26.67% | +6.60% |
Max Drawdown (5Y)Largest decline over 5 years | -20.07% | -26.67% | +6.60% |
Current DrawdownCurrent decline from peak | -1.60% | 0.00% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -10.84% | +5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.18% | -3.17% |
Volatility
2B77.DE vs. FBTU.L - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 3.36%, while First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) has a volatility of 7.06%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than FBTU.L 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 | FBTU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 7.06% | -3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 15.71% | -6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 21.29% | -9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 20.65% | -5.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 21.21% | -4.69% |
2B77.DE vs. FBTU.L - Expense Ratio Comparison
2B77.DE has a 0.40% expense ratio, which is lower than FBTU.L's 0.60% expense ratio.
Dividends
2B77.DE vs. FBTU.L - Dividend Comparison
Neither 2B77.DE nor FBTU.L has paid dividends to shareholders.
Frequently Asked Questions
2B77.DE and FBTU.L have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B77.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B77.DE is cheaper with a 0.40% expense ratio, compared with 0.60% for FBTU.L.
They also come from different issuers: iShares and First Trust. Their fees differ too: 0.40% for 2B77.DE and 0.60% for FBTU.L.
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