2B7A.DE vs. SCHD
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 9.51%/yr for SCHD. At a 0.28 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.06%/yr for SCHD.
Performance
2B7A.DE vs. SCHD - Performance Comparison
Loading charts...
Different Trading Currencies
2B7A.DE is traded in EUR, while SCHD is traded in USD. To make them comparable, the SCHD values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 2B7A.DE achieves a 3.01% return, which is significantly lower than SCHD's 21.18% 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*
- —
SCHD
- 1D
- 0.00%
- 1M
- 4.12%
- YTD
- 21.18%
- 6M
- 20.10%
- 1Y
- 27.16%
- 3Y*
- 12.35%
- 5Y*
- 9.51%
- 10Y*
- 12.49%
2B7A.DE vs. SCHD - 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% |
SCHD Schwab U.S. Dividend Equity ETF | 21.08% | -8.04% | 19.03% | 1.41% | 2.74% | 39.59% | 5.55% | 30.17% | -1.13% | 4.58% |
Correlation
The correlation between 2B7A.DE and SCHD is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2017 | 0.28 |
The correlation between 2B7A.DE and SCHD shifts across timeframes, from 0.19 (1 year) to 0.32 (5 years), 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. SCHD — Risk / Return Rank
2B7A.DE
SCHD
2B7A.DE vs. SCHD - 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 Schwab U.S. Dividend Equity ETF (SCHD). 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 | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.89 | ||
| Sortino ratioReturn per unit of downside risk | -2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.41 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 6.57 | -5.85 |
| Martin ratioReturn relative to average drawdown | 1.49 | 15.77 | -14.27 |
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 | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 2.34 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.65 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.89 | -0.46 |
Drawdowns
2B7A.DE vs. SCHD - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than SCHD's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and SCHD.
Loading charts...
Drawdown Indicators
| 2B7A.DE | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -32.28% | -3.42% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -4.15% | -5.07% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -21.40% | +4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -21.40% | -8.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.28% | — |
Current DrawdownCurrent decline from peak | -8.77% | -0.85% | -7.92% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -4.43% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 1.73% | +2.75% |
Volatility
2B7A.DE vs. SCHD - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 5.01% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.76%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7A.DE | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 2.76% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 8.44% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 11.67% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 14.59% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 17.44% | +2.21% |
2B7A.DE vs. SCHD - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than SCHD's 0.06% 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. SCHD - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.27%.
| 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% |
SCHD Schwab U.S. Dividend Equity ETF | 3.27% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
2B7A.DE and SCHD have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.15% for 2B7A.DE.
2B7A.DE is categorized as Utilities Equities, while SCHD is Dividend. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.15% for 2B7A.DE and 0.06% for SCHD.
Find the right allocation for 2B7A.DE and SCHD
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