2B77.DE vs. ^GSPC
Compare and contrast key facts about iShares Ageing Population UCITS ETF (2B77.DE) and S&P 500 (^GSPC).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B77.DE or ^GSPC.
Correlation
The correlation between 2B77.DE and ^GSPC 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. ^GSPC - Performance Comparison
Key characteristics
2B77.DE:
0.91
^GSPC:
0.89
2B77.DE:
1.33
^GSPC:
1.26
2B77.DE:
1.17
^GSPC:
1.17
2B77.DE:
1.50
^GSPC:
1.40
2B77.DE:
5.15
^GSPC:
5.27
2B77.DE:
2.41%
^GSPC:
2.25%
2B77.DE:
13.56%
^GSPC:
13.22%
2B77.DE:
-38.47%
^GSPC:
-56.78%
2B77.DE:
-5.44%
^GSPC:
-6.60%
Returns By Period
In the year-to-date period, 2B77.DE achieves a 2.03% return, which is significantly higher than ^GSPC's -2.43% return.
2B77.DE
2.03%
-4.23%
6.47%
12.62%
8.21%
N/A
^GSPC
-2.43%
-4.96%
4.27%
12.42%
14.11%
10.71%
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Risk-Adjusted Performance
2B77.DE vs. ^GSPC — Risk-Adjusted Performance Rank
2B77.DE
^GSPC
2B77.DE vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and S&P 500 (^GSPC). 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.
Drawdowns
2B77.DE vs. ^GSPC - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
2B77.DE vs. ^GSPC - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 4.21%, while S&P 500 (^GSPC) has a volatility of 5.11%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.