2B79.DE vs. CAUT.DE
2B79.DE (iShares Digitalisation UCITS ETF) and CAUT.DE (Global X China Electric Vehicle and Battery UCITS ETF USD Accumulating) are both Technology Equities funds - 2B79.DE tracks the iSTOXX® FactSet Digitalisation while CAUT.DE tracks the Solactive China Electric Vehicle and Battery. Both are passively managed. Over the past 3 years, 2B79.DE returned 11.29%/yr vs 1.53%/yr for CAUT.DE. At a 0.16 correlation, their price movements are largely independent. 2B79.DE charges 0.40%/yr vs 0.68%/yr for CAUT.DE.
Performance
2B79.DE vs. CAUT.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B79.DE achieves a 1.48% return, which is significantly higher than CAUT.DE's 0.51% return.
2B79.DE
- 1D
- -1.85%
- 1M
- 9.09%
- YTD
- 1.48%
- 6M
- 0.07%
- 1Y
- -3.45%
- 3Y*
- 11.29%
- 5Y*
- 1.74%
- 10Y*
- —
CAUT.DE
- 1D
- -2.17%
- 1M
- -14.37%
- YTD
- 0.51%
- 6M
- 4.39%
- 1Y
- 34.47%
- 3Y*
- 1.53%
- 5Y*
- —
- 10Y*
- —
2B79.DE vs. CAUT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
2B79.DE iShares Digitalisation UCITS ETF | 1.48% | -6.47% | 29.11% | 28.57% | -21.68% |
CAUT.DE Global X China Electric Vehicle and Battery UCITS ETF USD Accumulating | 0.51% | 27.42% | 9.31% | -35.25% | -26.40% |
Correlation
The correlation between 2B79.DE and CAUT.DE is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 2022 | 0.16 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
2B79.DE vs. CAUT.DE — Risk / Return Rank
2B79.DE
CAUT.DE
2B79.DE vs. CAUT.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digitalisation UCITS ETF (2B79.DE) and Global X China Electric Vehicle and Battery UCITS ETF USD Accumulating (CAUT.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.
| 2B79.DE | CAUT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 2.08 | -2.17 |
| Martin ratioReturn relative to average drawdown | -0.19 | 4.42 | -4.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| 2B79.DE | CAUT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 1.18 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | -0.27 | +0.69 |
Drawdowns
2B79.DE vs. CAUT.DE - Drawdown Comparison
The maximum 2B79.DE drawdown since its inception was -38.40%, smaller than the maximum CAUT.DE drawdown of -69.24%. Use the drawdown chart below to compare losses from any high point for 2B79.DE and CAUT.DE.
Loading charts...
Drawdown Indicators
| 2B79.DE | CAUT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.40% | -69.24% | +30.84% |
Max Drawdown (1Y)Largest decline over 1 year | -22.05% | -15.89% | -6.16% |
Max Drawdown (3Y)Largest decline over 3 years | -27.88% | -42.32% | +14.44% |
Max Drawdown (5Y)Largest decline over 5 years | -38.40% | — | — |
Current DrawdownCurrent decline from peak | -13.25% | -43.96% | +30.71% |
Average DrawdownAverage peak-to-trough decline | -11.26% | -45.53% | +34.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.03% | 7.51% | +2.52% |
Volatility
2B79.DE vs. CAUT.DE - Volatility Comparison
The current volatility for iShares Digitalisation UCITS ETF (2B79.DE) is 5.57%, while Global X China Electric Vehicle and Battery UCITS ETF USD Accumulating (CAUT.DE) has a volatility of 6.05%. This indicates that 2B79.DE experiences smaller price fluctuations and is considered to be less risky than CAUT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B79.DE | CAUT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 6.05% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 18.36% | -4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 28.22% | -11.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.15% | 33.13% | -12.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.80% | 33.13% | -13.33% |
2B79.DE vs. CAUT.DE - Expense Ratio Comparison
2B79.DE has a 0.40% expense ratio, which is lower than CAUT.DE's 0.68% expense ratio.
Dividends
2B79.DE vs. CAUT.DE - Dividend Comparison
Neither 2B79.DE nor CAUT.DE has paid dividends to shareholders.
Frequently Asked Questions
2B79.DE and CAUT.DE have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B79.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B79.DE is cheaper with a 0.40% expense ratio, compared with 0.68% for CAUT.DE.
2B79.DE tracks iSTOXX® FactSet Digitalisation, while CAUT.DE tracks Solactive China Electric Vehicle and Battery. They also come from different issuers: iShares and Global X. Their fees differ too: 0.40% for 2B79.DE and 0.68% for CAUT.DE.
Find the right allocation for 2B79.DE and CAUT.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer