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2B77.DE vs. VUAA.DE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

2B77.DE vs. VUAA.DE

Last updated May 21, 2025

Compare and contrast key facts about iShares Ageing Population UCITS ETF (2B77.DE) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE).

2B77.DE and VUAA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B77.DE is a passively managed fund by iShares that tracks the performance of the iSTOXX® FactSet Ageing Population. It was launched on Sep 8, 2016. VUAA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019. Both 2B77.DE and VUAA.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B77.DE or VUAA.DE.

Correlation

The correlation between 2B77.DE and VUAA.DE is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

2B77.DE vs. VUAA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Ageing Population UCITS ETF (2B77.DE) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

2B77.DE:

0.44

VUAA.DE:

0.47

Sortino Ratio

2B77.DE:

0.73

VUAA.DE:

0.76

Omega Ratio

2B77.DE:

1.10

VUAA.DE:

1.11

Calmar Ratio

2B77.DE:

0.42

VUAA.DE:

0.39

Martin Ratio

2B77.DE:

1.59

VUAA.DE:

1.28

Ulcer Index

2B77.DE:

5.34%

VUAA.DE:

7.05%

Daily Std Dev

2B77.DE:

17.90%

VUAA.DE:

18.67%

Max Drawdown

2B77.DE:

-38.47%

VUAA.DE:

-33.67%

Current Drawdown

2B77.DE:

-6.80%

VUAA.DE:

-10.04%

Returns By Period

In the year-to-date period, 2B77.DE achieves a 0.57% return, which is significantly higher than VUAA.DE's -6.40% return.

2B77.DE

YTD

0.57%

1M

10.59%

6M

-0.74%

1Y

7.98%

3Y*

7.31%

5Y*

8.38%

10Y*

N/A

VUAA.DE

YTD

-6.40%

1M

13.65%

6M

-4.91%

1Y

8.87%

3Y*

14.29%

5Y*

15.87%

10Y*

N/A

*Annualized

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iShares Ageing Population UCITS ETF

Vanguard S&P 500 UCITS USD Acc ETF

2B77.DE vs. VUAA.DE - Expense Ratio Comparison

2B77.DE has a 0.40% expense ratio, which is higher than VUAA.DE's 0.07% expense ratio.

2B77.DE
iShares Ageing Population UCITS ETF
VUAA.DE
Vanguard S&P 500 UCITS USD Acc ETF

Risk-Adjusted Performance

2B77.DE vs. VUAA.DE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
2B77.DE
The Risk-Adjusted Performance Rank of 2B77.DE is 4646
Overall Rank
The Sharpe Ratio Rank of 2B77.DE is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of 2B77.DE is 4444
Sortino Ratio Rank
The Omega Ratio Rank of 2B77.DE is 4545
Omega Ratio Rank
The Calmar Ratio Rank of 2B77.DE is 5050
Calmar Ratio Rank
The Martin Ratio Rank of 2B77.DE is 4848
Martin Ratio Rank
VUAA.DE
The Risk-Adjusted Performance Rank of VUAA.DE is 4646
Overall Rank
The Sharpe Ratio Rank of VUAA.DE is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of VUAA.DE is 4646
Sortino Ratio Rank
The Omega Ratio Rank of VUAA.DE is 5050
Omega Ratio Rank
The Calmar Ratio Rank of VUAA.DE is 4646
Calmar Ratio Rank
The Martin Ratio Rank of VUAA.DE is 4242
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

2B77.DE vs. VUAA.DE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.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.

The current 2B77.DE Sharpe Ratio is 0.44, which is comparable to the VUAA.DE Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of 2B77.DE and VUAA.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

2B77.DE vs. VUAA.DE - Dividend Comparison

Neither 2B77.DE nor VUAA.DE has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

2B77.DE vs. VUAA.DE - Drawdown Comparison

The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than VUAA.DE's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and VUAA.DE. For additional features, visit the drawdowns tool.

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Volatility

2B77.DE vs. VUAA.DE - Volatility Comparison

The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 4.58%, while Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) has a volatility of 6.53%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than VUAA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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