2B7A.DE vs. 2B7D.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and 2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 7.77%/yr for 2B7D.DE. A 0.53 correlation means they provide meaningful diversification when combined. Both charge a 0.15% expense ratio.
Performance
2B7A.DE vs. 2B7D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7A.DE achieves a 3.01% return, which is significantly lower than 2B7D.DE's 7.60% return.
2B7A.DE
- 1D
- -2.24%
- 1M
- -6.12%
- YTD
- 3.01%
- 6M
- 0.28%
- 1Y
- 6.70%
- 3Y*
- 9.59%
- 5Y*
- 9.44%
- 10Y*
- —
2B7D.DE
- 1D
- 0.07%
- 1M
- -1.94%
- YTD
- 7.60%
- 6M
- 7.27%
- 1Y
- 0.48%
- 3Y*
- 5.47%
- 5Y*
- 7.77%
- 10Y*
- —
2B7A.DE vs. 2B7D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | 29.83% | -11.29% | 8.44% | 28.42% | -10.08% | 27.08% | 8.53% | -7.26% |
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 7.60% | -8.12% | 21.83% | -3.82% | 5.50% | 28.07% | -0.37% | 32.49% | -6.43% | -5.69% |
Correlation
The correlation between 2B7A.DE and 2B7D.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2017 | 0.53 |
The correlation between 2B7A.DE and 2B7D.DE shifts across timeframes, from 0.44 (1 year) to 0.56 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
2B7A.DE vs. 2B7D.DE — Risk / Return Rank
2B7A.DE
2B7D.DE
2B7A.DE vs. 2B7D.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.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.
| 2B7A.DE | 2B7D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.04 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.03 | +0.69 |
| Martin ratioReturn relative to average drawdown | 1.49 | 0.05 | +1.44 |
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
| 2B7A.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.02 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.47 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.35 | +0.08 |
Drawdowns
2B7A.DE vs. 2B7D.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than 2B7D.DE's maximum drawdown of -26.89%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and 2B7D.DE.
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Drawdown Indicators
| 2B7A.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -26.89% | -8.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -16.85% | +7.63% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -16.85% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -16.85% | -12.96% |
Current DrawdownCurrent decline from peak | -8.77% | -9.21% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -8.47% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 8.88% | -4.40% |
Volatility
2B7A.DE vs. 2B7D.DE - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 5.01%, while iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a volatility of 6.09%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than 2B7D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7A.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 6.09% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 11.56% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 25.70% | -10.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 16.48% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 16.93% | +2.72% |
2B7A.DE vs. 2B7D.DE - Expense Ratio Comparison
Both 2B7A.DE and 2B7D.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
2B7A.DE vs. 2B7D.DE - Dividend Comparison
Neither 2B7A.DE nor 2B7D.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and 2B7D.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
2B7A.DE and 2B7D.DE have the same expense ratio: 0.15% per year.
2B7A.DE is categorized as Utilities Equities, while 2B7D.DE is Consumer Staples Equities. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples.
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