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.
Correlation
The correlation between 2B7A.DE and AAPL is 0.09, 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
Key characteristics
2B7A.DE:
2.08
AAPL:
1.17
2B7A.DE:
2.89
AAPL:
1.76
2B7A.DE:
1.35
AAPL:
1.22
2B7A.DE:
1.15
AAPL:
1.58
2B7A.DE:
11.46
AAPL:
4.09
2B7A.DE:
2.61%
AAPL:
6.43%
2B7A.DE:
14.30%
AAPL:
22.62%
2B7A.DE:
-35.70%
AAPL:
-81.80%
2B7A.DE:
-6.28%
AAPL:
-9.94%
Returns By Period
In the year-to-date period, 2B7A.DE achieves a 1.06% return, which is significantly higher than AAPL's -6.84% return.
2B7A.DE
1.06%
-0.47%
15.44%
30.42%
7.00%
N/A
AAPL
-6.84%
-5.98%
-0.43%
26.09%
25.12%
25.83%
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Risk-Adjusted Performance
2B7A.DE vs. AAPL — Risk-Adjusted Performance Rank
2B7A.DE
AAPL
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 0.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 0.42% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
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 4.14%, while Apple Inc (AAPL) has a volatility of 5.70%. 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.