2B7A.DE vs. LSMC.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, 2B7A.DE returned 11.42%/yr vs 57.38%/yr for LSMC.DE. At a 0.06 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.45%/yr for LSMC.DE.
Performance
2B7A.DE vs. LSMC.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B7A.DE achieves a 9.60% return, which is significantly lower than LSMC.DE's 54.19% 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%
LSMC.DE
- 1D
- 2.65%
- 1M
- -11.43%
- 6M
- 43.66%
- YTD
- 54.19%
- 1Y
- 90.26%
- 3Y*
- 57.38%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 33.92%
2B7A.DE vs. LSMC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 9.60% | 2.87% | 29.81% | -11.36% | 8.45% | 3.10% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 54.19% | 32.60% | 66.51% | 74.52% | -34.67% | -0.88% |
Correlation
The correlation between 2B7A.DE and LSMC.DE is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2021 | 0.06 |
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. LSMC.DE — Risk / Return Rank
2B7A.DE
LSMC.DE
2B7A.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.39 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 5.78 | -4.45 |
| Martin ratioReturn relative to average drawdown | 2.65 | 18.45 | -15.80 |
Loading charts...
Drawdowns
2B7A.DE vs. LSMC.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.65%, smaller than the maximum LSMC.DE drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and LSMC.DE.
Loading charts...
Drawdown Indicators
| 2B7A.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.65% | -39.64% | +3.99% |
Max Drawdown (1Y)Largest decline over 1 year | -9.24% | -15.54% | +6.30% |
Max Drawdown (3Y)Largest decline over 3 years | -16.91% | -36.22% | +19.31% |
Max Drawdown (5Y)Largest decline over 5 years | -29.86% | — | — |
Current DrawdownCurrent decline from peak | -2.87% | -13.30% | +10.43% |
Average DrawdownAverage peak-to-trough decline | -11.09% | -11.33% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 4.87% | -0.22% |
Volatility
2B7A.DE vs. LSMC.DE - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 4.00%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 14.26%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7A.DE | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 14.26% | -10.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.12% | 26.51% | -14.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 33.97% | -18.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 32.74% | -15.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.41% | 32.74% | -13.33% |
2B7A.DE vs. LSMC.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
2B7A.DE vs. LSMC.DE - Dividend Comparison
Neither 2B7A.DE nor LSMC.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and LSMC.DE have a correlation of 0.04, 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 0.45% for LSMC.DE.
2B7A.DE is categorized as Utilities Equities, while LSMC.DE is Semiconductors. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for 2B7A.DE and 0.45% for LSMC.DE.
Find the right allocation for 2B7A.DE and LSMC.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