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.
Performance
2B7A.DE vs. AAPL - Performance Comparison
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2B7A.DE vs. AAPL - 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 | 9.21% | 2.79% | 29.83% | -11.29% | 8.44% | 28.42% | -10.08% | 27.08% | 8.53% | -7.26% |
AAPL Apple Inc | -4.43% | -3.89% | 39.33% | 44.54% | -21.84% | 44.72% | 67.28% | 93.23% | -0.95% | 5.69% |
Different Trading Currencies
2B7A.DE is traded in EUR, while AAPL is traded in USD. To make them comparable, the AAPL values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 2B7A.DE achieves a 9.21% return, which is significantly higher than AAPL's -5.08% return.
2B7A.DE
- 1D
- 0.41%
- 1M
- -2.20%
- YTD
- 9.21%
- 6M
- 6.62%
- 1Y
- 10.53%
- 3Y*
- 11.26%
- 5Y*
- 10.62%
- 10Y*
- —
AAPL
- 1D
- 0.00%
- 1M
- -3.08%
- YTD
- -5.08%
- 6M
- 1.00%
- 1Y
- 6.61%
- 3Y*
- 13.55%
- 5Y*
- 16.63%
- 10Y*
- 25.94%
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Return for Risk
2B7A.DE vs. AAPL — Risk / Return Rank
2B7A.DE
AAPL
2B7A.DE vs. AAPL - 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 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.
| 2B7A.DE | AAPL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.20 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.94 | 0.53 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.31 | +0.74 |
Martin ratioReturn relative to average drawdown | 2.35 | 0.75 | +1.59 |
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 | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.20 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.61 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.89 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.83 | -0.35 |
Correlation
The correlation between 2B7A.DE and AAPL is 0.08, 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.
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 0.41%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 0.41% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
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 -56.08%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and AAPL.
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Drawdown Indicators
| 2B7A.DE | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -81.80% | +46.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -22.99% | +11.22% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -33.36% | +3.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -3.28% | -10.59% | +7.31% |
Average DrawdownAverage peak-to-trough decline | -10.14% | -29.71% | +19.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 7.41% | -2.95% |
Volatility
2B7A.DE vs. AAPL - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 5.54% compared to Apple Inc (AAPL) at 4.43%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than AAPL 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 | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 4.43% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 15.53% | -4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 33.40% | -16.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 27.21% | -10.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.68% | 29.31% | -9.63% |