2B7A.DE vs. E500.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and E500.DE (Invesco S&P 500 UCITS ETF (EUR Hdg)) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while E500.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 11.18%/yr for E500.DE. At a 0.25 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.05%/yr for E500.DE.
Performance
2B7A.DE vs. E500.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 E500.DE's 8.91% return.
2B7A.DE
- 1D
- -2.24%
- 1M
- -4.22%
- YTD
- 3.01%
- 6M
- 1.01%
- 1Y
- 8.20%
- 3Y*
- 9.59%
- 5Y*
- 9.44%
- 10Y*
- —
E500.DE
- 1D
- 0.01%
- 1M
- 3.11%
- YTD
- 8.91%
- 6M
- 9.39%
- 1Y
- 24.19%
- 3Y*
- 19.53%
- 5Y*
- 11.18%
- 10Y*
- 12.71%
2B7A.DE vs. E500.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% |
E500.DE Invesco S&P 500 UCITS ETF (EUR Hdg) | 8.91% | 15.32% | 22.74% | 23.33% | -21.41% | 28.61% | 16.03% | 27.42% | -8.60% | 13.06% |
Correlation
The correlation between 2B7A.DE and E500.DE is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2017 | 0.25 |
The correlation between 2B7A.DE and E500.DE shifts across timeframes, from 0.08 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7A.DE vs. E500.DE — Risk / Return Rank
2B7A.DE
E500.DE
2B7A.DE vs. E500.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 Invesco S&P 500 UCITS ETF (EUR Hdg) (E500.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 | E500.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.37 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.80 | -2.08 |
| Martin ratioReturn relative to average drawdown | 1.49 | 11.96 | -10.47 |
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 | E500.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 2.08 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.69 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.73 | -0.30 |
Drawdowns
2B7A.DE vs. E500.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, roughly equal to the maximum E500.DE drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and E500.DE.
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Drawdown Indicators
| 2B7A.DE | E500.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -34.20% | -1.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -8.73% | -0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -18.50% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -25.83% | -3.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.20% | — |
Current DrawdownCurrent decline from peak | -8.77% | -0.59% | -8.18% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -4.97% | -5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.05% | +2.43% |
Volatility
2B7A.DE vs. E500.DE - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 5.01% compared to Invesco S&P 500 UCITS ETF (EUR Hdg) (E500.DE) at 3.11%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than E500.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 | E500.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 3.11% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 8.64% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 11.77% | +2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 15.99% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 16.61% | +3.04% |
2B7A.DE vs. E500.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than E500.DE's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
2B7A.DE vs. E500.DE - Dividend Comparison
Neither 2B7A.DE nor E500.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and E500.DE have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, E500.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
E500.DE is cheaper with a 0.05% expense ratio, compared with 0.15% for 2B7A.DE.
2B7A.DE is categorized as Utilities Equities, while E500.DE is S&P 500. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while E500.DE tracks S&P 500 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.15% for 2B7A.DE and 0.05% for E500.DE.
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