2B7A.DE vs. QDVH.DE
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE).
2B7A.DE and QDVH.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7A.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Utilities. It was launched on Mar 20, 2017. QDVH.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Financials. It was launched on Nov 20, 2015. Both 2B7A.DE and QDVH.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7A.DE or QDVH.DE.
Correlation
The correlation between 2B7A.DE and QDVH.DE is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
2B7A.DE vs. QDVH.DE - Performance Comparison
Key characteristics
2B7A.DE:
0.71
QDVH.DE:
0.81
2B7A.DE:
0.96
QDVH.DE:
1.17
2B7A.DE:
1.13
QDVH.DE:
1.18
2B7A.DE:
0.71
QDVH.DE:
0.78
2B7A.DE:
2.37
QDVH.DE:
2.76
2B7A.DE:
5.03%
QDVH.DE:
6.13%
2B7A.DE:
18.11%
QDVH.DE:
21.55%
2B7A.DE:
-35.70%
QDVH.DE:
-42.39%
2B7A.DE:
-7.72%
QDVH.DE:
-11.44%
Returns By Period
In the year-to-date period, 2B7A.DE achieves a -0.49% return, which is significantly higher than QDVH.DE's -3.49% return.
2B7A.DE
-0.49%
4.71%
0.23%
12.89%
9.70%
N/A
QDVH.DE
-3.49%
6.97%
-1.37%
17.50%
18.43%
N/A
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2B7A.DE vs. QDVH.DE - Expense Ratio Comparison
Both 2B7A.DE and QDVH.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
2B7A.DE vs. QDVH.DE — Risk-Adjusted Performance Rank
2B7A.DE
QDVH.DE
2B7A.DE vs. QDVH.DE - Risk-Adjusted Performance 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 Financials Sector UCITS ETF (Acc) (QDVH.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.
Dividends
2B7A.DE vs. QDVH.DE - Dividend Comparison
Neither 2B7A.DE nor QDVH.DE has paid dividends to shareholders.
Drawdowns
2B7A.DE vs. QDVH.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, smaller than the maximum QDVH.DE drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and QDVH.DE. For additional features, visit the drawdowns tool.
Volatility
2B7A.DE vs. QDVH.DE - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 10.76%, while iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) has a volatility of 11.34%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than QDVH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.