2B7A.DE vs. AAPL
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and Apple Inc (AAPL).
2B7A.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Utilities. It was launched on Mar 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7A.DE or AAPL.
Key characteristics
2B7A.DE | AAPL | |
---|---|---|
YTD Return | 20.04% | 18.44% |
1Y Return | 17.98% | 27.84% |
3Y Return (Ann) | 7.90% | 15.93% |
5Y Return (Ann) | 6.63% | 35.64% |
Sharpe Ratio | 1.32 | 1.31 |
Daily Std Dev | 15.25% | 22.52% |
Max Drawdown | -35.70% | -81.80% |
Current Drawdown | -7.80% | -3.14% |
Correlation
The correlation between 2B7A.DE and AAPL is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
2B7A.DE vs. AAPL - Performance Comparison
In the year-to-date period, 2B7A.DE achieves a 20.04% return, which is significantly higher than AAPL's 18.44% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
2B7A.DE vs. AAPL - Risk-Adjusted Performance 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 Apple Inc (AAPL). 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.
Dividends
2B7A.DE vs. AAPL - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.43%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
2B7A.DE vs. AAPL - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and AAPL. For additional features, visit the drawdowns tool.
Volatility
2B7A.DE vs. AAPL - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 2.90%, while Apple Inc (AAPL) has a volatility of 6.77%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.