2B7A.DE vs. ISPA.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 11.00%/yr for ISPA.DE. At a 0.36 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.46%/yr for ISPA.DE.
Performance
2B7A.DE vs. ISPA.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 ISPA.DE's 13.48% 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*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
2B7A.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | -0.45% |
Correlation
The correlation between 2B7A.DE and ISPA.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2017 | 0.36 |
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. ISPA.DE — Risk / Return Rank
2B7A.DE
ISPA.DE
2B7A.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.90 | ||
| Sortino ratioReturn per unit of downside risk | -3.93 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.62 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 8.10 | -7.38 |
| Martin ratioReturn relative to average drawdown | 1.49 | 28.73 | -27.24 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 3.35 | -2.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.91 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.68 | -0.24 |
Drawdowns
2B7A.DE vs. ISPA.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and ISPA.DE.
Loading charts...
Drawdown Indicators
| 2B7A.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -38.91% | +3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -3.63% | -5.59% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -15.10% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -15.10% | -14.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -8.77% | -1.09% | -7.68% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -4.46% | -5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 1.03% | +3.45% |
Volatility
2B7A.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7A.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 2.62% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 6.51% | +5.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 8.77% | +5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 12.00% | +5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 14.79% | +4.86% |
2B7A.DE vs. ISPA.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
2B7A.DE vs. ISPA.DE - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | 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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
2B7A.DE and ISPA.DE have a correlation of 0.29, 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 0.46% for ISPA.DE.
2B7A.DE is categorized as Utilities Equities, while ISPA.DE is Global Equities. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.15% for 2B7A.DE and 0.46% for ISPA.DE.
Find the right allocation for 2B7A.DE and ISPA.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