2B7A.DE vs. IS20.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and IS20.DE (iShares S&P 500 Top 20 UCITS ETF USD Acc) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while IS20.DE is a S&P 500 fund tracking the S&P 500 Top 20 Index. Both are passively managed. Over the past year, 2B7A.DE returned 8.20% vs 29.64% for IS20.DE. At a 0.18 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.10%/yr for IS20.DE.
Performance
2B7A.DE vs. IS20.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B7A.DE achieves a 3.01% return, which is significantly lower than IS20.DE's 9.38% 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*
- —
IS20.DE
- 1D
- -0.38%
- 1M
- 3.94%
- YTD
- 9.38%
- 6M
- 8.09%
- 1Y
- 29.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
2B7A.DE vs. IS20.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | -2.27% |
IS20.DE iShares S&P 500 Top 20 UCITS ETF USD Acc | 9.38% | 6.77% | 6.20% |
Correlation
The correlation between 2B7A.DE and IS20.DE is 0.06, 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 | 0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2024 | 0.18 |
The correlation between 2B7A.DE and IS20.DE shifts across timeframes, from 0.06 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
2B7A.DE vs. IS20.DE — Risk / Return Rank
2B7A.DE
IS20.DE
2B7A.DE vs. IS20.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 Top 20 UCITS ETF USD Acc (IS20.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 | IS20.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.35 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.35 | -1.63 |
| Martin ratioReturn relative to average drawdown | 1.49 | 7.30 | -5.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| 2B7A.DE | IS20.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 2.02 | -1.57 |
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 | 0.77 | -0.34 |
Drawdowns
2B7A.DE vs. IS20.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than IS20.DE's maximum drawdown of -26.30%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and IS20.DE.
Loading charts...
Drawdown Indicators
| 2B7A.DE | IS20.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -26.30% | -9.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -12.73% | +3.51% |
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% | -1.60% | -7.17% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -6.16% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 4.11% | +0.37% |
Volatility
2B7A.DE vs. IS20.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 Top 20 UCITS ETF USD Acc (IS20.DE) at 3.65%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than IS20.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7A.DE | IS20.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 3.65% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 10.03% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 14.81% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 19.57% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 19.57% | +0.08% |
2B7A.DE vs. IS20.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than IS20.DE's 0.10% 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. IS20.DE - Dividend Comparison
Neither 2B7A.DE nor IS20.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and IS20.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS20.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS20.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for 2B7A.DE.
2B7A.DE is categorized as Utilities Equities, while IS20.DE is S&P 500. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while IS20.DE tracks S&P 500 Top 20 Index. Their fees differ too: 0.15% for 2B7A.DE and 0.10% for IS20.DE.
Find the right allocation for 2B7A.DE and IS20.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer