2B7A.DE vs. IBCF.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and IBCF.DE (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while IBCF.DE is a S&P 500 fund tracking the S&P 500 EUR Hedged Index. Both are passively managed. Over the past 5 years, 2B7A.DE returned 10.06%/yr vs 10.14%/yr for IBCF.DE. At a 0.26 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.20%/yr for IBCF.DE.
Performance
2B7A.DE vs. IBCF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7A.DE achieves a 9.60% return, which is significantly higher than IBCF.DE's 7.47% return.
2B7A.DE
- 1D
- -1.31%
- 1M
- 1.55%
- 6M
- 7.32%
- YTD
- 9.60%
- 1Y
- 12.36%
- 3Y*
- 11.42%
- 5Y*
- 10.06%
- 10Y*
- —
- ALL TIME*
- 7.37%
IBCF.DE
- 1D
- 0.12%
- 1M
- -0.18%
- 6M
- 8.14%
- YTD
- 7.47%
- 1Y
- 17.20%
- 3Y*
- 16.80%
- 5Y*
- 10.14%
- 10Y*
- 12.01%
- ALL TIME*
- 11.76%
2B7A.DE vs. IBCF.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 | 9.60% | 2.87% | 29.81% | -11.36% | 8.45% | 28.55% | -10.10% | 27.16% | 8.45% | -13.44% |
IBCF.DE iShares S&P 500 EUR Hedged UCITS ETF (Acc) | 7.47% | 15.42% | 22.96% | 23.22% | -21.84% | 28.52% | 14.47% | 27.12% | -8.39% | 13.90% |
Correlation
The correlation between 2B7A.DE and IBCF.DE is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.26 |
The correlation between 2B7A.DE and IBCF.DE shifts across timeframes, from -0.01 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7A.DE vs. IBCF.DE — Risk / Return Rank
2B7A.DE
IBCF.DE
2B7A.DE vs. IBCF.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 EUR Hedged UCITS ETF (Acc) (IBCF.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 2B7A.DE | IBCF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.96 | -0.63 |
| Martin ratioReturn relative to average drawdown | 2.65 | 7.92 | -5.27 |
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Drawdowns
2B7A.DE vs. IBCF.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.65%, roughly equal to the maximum IBCF.DE drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and IBCF.DE.
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Drawdown Indicators
| 2B7A.DE | IBCF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.65% | -35.06% | -0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.24% | -8.72% | -0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -16.91% | -18.34% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -29.86% | -26.24% | -3.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.06% | — |
Current DrawdownCurrent decline from peak | -2.87% | -1.81% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -11.09% | -4.38% | -6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 2.17% | +2.48% |
Volatility
2B7A.DE vs. IBCF.DE - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 4.00% compared to iShares S&P 500 EUR Hedged UCITS ETF (Acc) (IBCF.DE) at 2.95%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than IBCF.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 | IBCF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 2.95% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.12% | 9.24% | +2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 12.15% | +3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 16.06% | +1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.41% | 16.29% | +3.12% |
2B7A.DE vs. IBCF.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than IBCF.DE's 0.20% 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. IBCF.DE - Dividend Comparison
Neither 2B7A.DE nor IBCF.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and IBCF.DE have a correlation of -0.01, 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 0.20% for IBCF.DE.
2B7A.DE is categorized as Utilities Equities, while IBCF.DE is S&P 500. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while IBCF.DE tracks S&P 500 EUR Hedged Index. Their fees differ too: 0.15% for 2B7A.DE and 0.20% for IBCF.DE.
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