2B77.DE vs. VUAA.DE
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
Key characteristics
2B77.DE:
0.39
VUAA.DE:
0.20
2B77.DE:
0.60
VUAA.DE:
0.38
2B77.DE:
1.09
VUAA.DE:
1.06
2B77.DE:
0.33
VUAA.DE:
0.15
2B77.DE:
1.27
VUAA.DE:
0.53
2B77.DE:
5.17%
VUAA.DE:
6.72%
2B77.DE:
17.75%
VUAA.DE:
18.13%
2B77.DE:
-38.47%
VUAA.DE:
-33.67%
2B77.DE:
-9.34%
VUAA.DE:
-15.84%
Returns By Period
In the year-to-date period, 2B77.DE achieves a -2.17% return, which is significantly higher than VUAA.DE's -12.44% return.
2B77.DE
-2.17%
7.50%
-4.70%
6.94%
8.10%
N/A
VUAA.DE
-12.44%
4.24%
-10.12%
3.59%
14.21%
N/A
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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.
Risk-Adjusted Performance
2B77.DE vs. VUAA.DE — Risk-Adjusted Performance Rank
2B77.DE
VUAA.DE
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.
Dividends
2B77.DE vs. VUAA.DE - Dividend Comparison
Neither 2B77.DE nor VUAA.DE has paid dividends to shareholders.
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.
Volatility
2B77.DE vs. VUAA.DE - Volatility Comparison
iShares Ageing Population UCITS ETF (2B77.DE) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) have volatilities of 10.56% and 10.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.