2B79.DE vs. ISPA.DE
2B79.DE (iShares Digitalisation UCITS ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - 2B79.DE is a Technology Equities fund tracking the iSTOXX® FactSet Digitalisation, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, 2B79.DE returned 1.74%/yr vs 11.00%/yr for ISPA.DE. A 0.60 correlation means they provide meaningful diversification when combined. 2B79.DE charges 0.40%/yr vs 0.46%/yr for ISPA.DE.
Performance
2B79.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B79.DE achieves a 1.48% return, which is significantly lower than ISPA.DE's 13.48% 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*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
2B79.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B79.DE iShares Digitalisation UCITS ETF | 1.48% | -6.47% | 29.11% | 28.57% | -32.56% | 8.74% | 28.52% | 29.93% | -1.19% | 12.33% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between 2B79.DE and ISPA.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.60 |
Over the past year, the correlation between 2B79.DE and ISPA.DE has dropped to 0.38 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
2B79.DE vs. ISPA.DE — Risk / Return Rank
2B79.DE
ISPA.DE
2B79.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digitalisation UCITS ETF (2B79.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.46 | ||
| Sortino ratioReturn per unit of downside risk | -4.70 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.62 | -0.62 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 8.10 | -8.18 |
| Martin ratioReturn relative to average drawdown | -0.19 | 28.73 | -28.92 |
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
| 2B79.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 3.35 | -3.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.91 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.68 | -0.25 |
Drawdowns
2B79.DE vs. ISPA.DE - Drawdown Comparison
The maximum 2B79.DE drawdown since its inception was -38.40%, roughly equal to the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for 2B79.DE and ISPA.DE.
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Drawdown Indicators
| 2B79.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.40% | -38.91% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -22.05% | -3.63% | -18.42% |
Max Drawdown (3Y)Largest decline over 3 years | -27.88% | -15.10% | -12.78% |
Max Drawdown (5Y)Largest decline over 5 years | -38.40% | -15.10% | -23.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -13.25% | -1.09% | -12.16% |
Average DrawdownAverage peak-to-trough decline | -11.26% | -4.46% | -6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.03% | 1.03% | +9.00% |
Volatility
2B79.DE vs. ISPA.DE - Volatility Comparison
iShares Digitalisation UCITS ETF (2B79.DE) has a higher volatility of 5.57% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that 2B79.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B79.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 2.62% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 6.51% | +7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 8.77% | +8.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.15% | 12.00% | +8.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.80% | 14.79% | +5.01% |
2B79.DE vs. ISPA.DE - Expense Ratio Comparison
2B79.DE has a 0.40% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
2B79.DE vs. ISPA.DE - Dividend Comparison
2B79.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B79.DE iShares Digitalisation UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
2B79.DE and ISPA.DE have a correlation of 0.38, 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 0.46% for ISPA.DE.
2B79.DE is categorized as Technology Equities, while ISPA.DE is Global Equities. 2B79.DE tracks iSTOXX® FactSet Digitalisation, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.40% for 2B79.DE and 0.46% for ISPA.DE.
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