2B7A.DE vs. EFRW.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and EFRW.DE (iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while EFRW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index. Both are passively managed. Over the past year, 2B7A.DE returned 8.20% vs 17.03% for EFRW.DE. At a 0.28 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.17%/yr for EFRW.DE.
Performance
2B7A.DE vs. EFRW.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 EFRW.DE's 8.09% 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*
- —
EFRW.DE
- 1D
- 0.36%
- 1M
- 2.58%
- YTD
- 8.09%
- 6M
- 8.98%
- 1Y
- 17.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
2B7A.DE vs. EFRW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 3.42% |
EFRW.DE iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc | 8.09% | 9.95% |
Correlation
The correlation between 2B7A.DE and EFRW.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since May 13, 2025 | 0.28 |
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Return for Risk
2B7A.DE vs. EFRW.DE — Risk / Return Rank
2B7A.DE
EFRW.DE
2B7A.DE vs. EFRW.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 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.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 | EFRW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.27 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.37 | -1.64 |
| Martin ratioReturn relative to average drawdown | 1.49 | 8.32 | -6.83 |
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 | EFRW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.55 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.55 | -1.12 |
Drawdowns
2B7A.DE vs. EFRW.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than EFRW.DE's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and EFRW.DE.
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Drawdown Indicators
| 2B7A.DE | EFRW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -7.12% | -28.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -7.12% | -2.10% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | — | — |
Current DrawdownCurrent decline from peak | -8.77% | 0.00% | -8.77% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -1.35% | -8.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.03% | +2.45% |
Volatility
2B7A.DE vs. EFRW.DE - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 5.01% compared to iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.DE) at 2.64%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than EFRW.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 | EFRW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 2.64% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 7.67% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 10.91% | +3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 11.32% | +5.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 11.32% | +8.33% |
2B7A.DE vs. EFRW.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than EFRW.DE's 0.17% expense ratio. Despite the difference, 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. EFRW.DE - Dividend Comparison
Neither 2B7A.DE nor EFRW.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and EFRW.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7A.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7A.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for EFRW.DE.
2B7A.DE is categorized as Utilities Equities, while EFRW.DE is S&P 500. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while EFRW.DE tracks S&P 500 Equal Weight Index. Their fees differ too: 0.15% for 2B7A.DE and 0.17% for EFRW.DE.
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