2B7A.DE vs. LUTL.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and LUTL.DE (Lyxor STOXX Europe 600 Utilities UCITS ETF Dist) are both Utilities Equities funds - 2B7A.DE tracks the S&P 500 Capped 35/20 Utilities while LUTL.DE tracks the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 10.91%/yr for LUTL.DE. At a 0.42 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.30%/yr for LUTL.DE.
Performance
2B7A.DE vs. LUTL.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 LUTL.DE's 12.51% 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*
- —
LUTL.DE
- 1D
- -0.22%
- 1M
- -3.24%
- YTD
- 12.51%
- 6M
- 14.48%
- 1Y
- 25.90%
- 3Y*
- 15.07%
- 5Y*
- 10.91%
- 10Y*
- 10.19%
2B7A.DE vs. LUTL.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% |
LUTL.DE Lyxor STOXX Europe 600 Utilities UCITS ETF Dist | 12.51% | 33.57% | 1.46% | 9.30% | -7.79% | 8.97% | 11.03% | 31.22% | 1.42% | 3.40% |
Correlation
The correlation between 2B7A.DE and LUTL.DE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2017 | 0.42 |
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Return for Risk
2B7A.DE vs. LUTL.DE — Risk / Return Rank
2B7A.DE
LUTL.DE
2B7A.DE vs. LUTL.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 Lyxor STOXX Europe 600 Utilities UCITS ETF Dist (LUTL.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 | LUTL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.32 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 3.57 | -2.84 |
| Martin ratioReturn relative to average drawdown | 1.49 | 9.96 | -8.47 |
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 | LUTL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.75 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.67 | -0.12 |
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 | 0.30 | +0.13 |
Drawdowns
2B7A.DE vs. LUTL.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, roughly equal to the maximum LUTL.DE drawdown of -36.55%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and LUTL.DE.
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Drawdown Indicators
| 2B7A.DE | LUTL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -36.55% | +0.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -7.29% | -1.93% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -13.84% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -22.70% | -7.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.03% | — |
Current DrawdownCurrent decline from peak | -8.77% | -5.26% | -3.51% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -9.76% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.62% | +1.86% |
Volatility
2B7A.DE vs. LUTL.DE - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 5.01%, while Lyxor STOXX Europe 600 Utilities UCITS ETF Dist (LUTL.DE) has a volatility of 5.83%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than LUTL.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 | LUTL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 5.83% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 12.85% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 14.86% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 16.19% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 17.13% | +2.52% |
2B7A.DE vs. LUTL.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than LUTL.DE's 0.30% expense ratio.
Dividends
2B7A.DE vs. LUTL.DE - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while LUTL.DE's dividend yield for the trailing twelve months is around 3.42%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LUTL.DE Lyxor STOXX Europe 600 Utilities UCITS ETF Dist | 3.42% | 3.85% | 5.40% | 0.00% | 4.30% | 3.61% | 3.16% | 3.63% | 4.15% | 0.52% |
Frequently Asked Questions
2B7A.DE and LUTL.DE have a correlation of 0.42, 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 0.30% for LUTL.DE.
2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while LUTL.DE tracks STOXX® Europe 600 Utilities. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for 2B7A.DE and 0.30% for LUTL.DE.
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