2B79.DE vs. TDIV.AS
2B79.DE (iShares Digitalisation UCITS ETF) and TDIV.AS (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both exchange-traded funds - 2B79.DE is a Technology Equities fund tracking the iSTOXX® FactSet Digitalisation, while TDIV.AS is a Global Equity Income fund tracking the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 5 years, 2B79.DE returned 1.74%/yr vs 17.52%/yr for TDIV.AS. A 0.52 correlation means they provide meaningful diversification when combined. 2B79.DE charges 0.40%/yr vs 0.38%/yr for TDIV.AS.
Performance
2B79.DE vs. TDIV.AS - 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 TDIV.AS's 9.89% 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*
- —
TDIV.AS
- 1D
- 0.25%
- 1M
- -0.12%
- YTD
- 9.89%
- 6M
- 12.76%
- 1Y
- 25.51%
- 3Y*
- 19.97%
- 5Y*
- 17.52%
- 10Y*
- 12.02%
2B79.DE vs. TDIV.AS - 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% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 9.89% | 24.40% | 15.98% | 10.91% | 16.18% | 27.85% | -10.17% | 20.97% | -7.12% | 2.88% |
Correlation
The correlation between 2B79.DE and TDIV.AS is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.52 |
Over the past year, the correlation between 2B79.DE and TDIV.AS has dropped to 0.16 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
2B79.DE vs. TDIV.AS — Risk / Return Rank
2B79.DE
TDIV.AS
2B79.DE vs. TDIV.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digitalisation UCITS ETF (2B79.DE) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS). 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 | TDIV.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.90 | ||
| Sortino ratioReturn per unit of downside risk | -4.03 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.51 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 7.19 | -7.27 |
| Martin ratioReturn relative to average drawdown | -0.19 | 19.93 | -20.12 |
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 | TDIV.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 2.79 | -2.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 1.43 | -1.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.84 | -0.41 |
Drawdowns
2B79.DE vs. TDIV.AS - Drawdown Comparison
The maximum 2B79.DE drawdown since its inception was -38.40%, which is greater than TDIV.AS's maximum drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for 2B79.DE and TDIV.AS.
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Drawdown Indicators
| 2B79.DE | TDIV.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.40% | -36.06% | -2.34% |
Max Drawdown (1Y)Largest decline over 1 year | -22.05% | -3.51% | -18.54% |
Max Drawdown (3Y)Largest decline over 3 years | -27.88% | -15.26% | -12.62% |
Max Drawdown (5Y)Largest decline over 5 years | -38.40% | -15.26% | -23.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.06% | — |
Current DrawdownCurrent decline from peak | -13.25% | -1.99% | -11.26% |
Average DrawdownAverage peak-to-trough decline | -11.26% | -3.93% | -7.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.03% | 1.26% | +8.77% |
Volatility
2B79.DE vs. TDIV.AS - Volatility Comparison
iShares Digitalisation UCITS ETF (2B79.DE) has a higher volatility of 5.57% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS) at 2.38%. This indicates that 2B79.DE's price experiences larger fluctuations and is considered to be riskier than TDIV.AS 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 | TDIV.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 2.38% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 6.65% | +6.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 9.06% | +8.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.15% | 12.07% | +8.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.80% | 14.31% | +5.49% |
2B79.DE vs. TDIV.AS - Expense Ratio Comparison
2B79.DE has a 0.40% expense ratio, which is higher than TDIV.AS's 0.38% expense ratio.
Dividends
2B79.DE vs. TDIV.AS - Dividend Comparison
2B79.DE has not paid dividends to shareholders, while TDIV.AS's dividend yield for the trailing twelve months is around 3.19%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.19% | 3.58% | 4.19% | 4.98% | 4.55% | 3.98% | 4.12% | 4.40% | 4.93% | 3.95% | 1.11% |
Frequently Asked Questions
2B79.DE and TDIV.AS have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TDIV.AS is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TDIV.AS is cheaper with a 0.38% expense ratio, compared with 0.40% for 2B79.DE.
2B79.DE is categorized as Technology Equities, while TDIV.AS is Global Equity Income. 2B79.DE tracks iSTOXX® FactSet Digitalisation, while TDIV.AS tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.40% for 2B79.DE and 0.38% for TDIV.AS.
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