2B7A.DE vs. SXR8.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 14.77%/yr for SXR8.DE. At a 0.37 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.07%/yr for SXR8.DE.
Performance
2B7A.DE vs. SXR8.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 SXR8.DE's 11.37% 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*
- —
SXR8.DE
- 1D
- -0.15%
- 1M
- 4.36%
- YTD
- 11.37%
- 6M
- 10.83%
- 1Y
- 25.54%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.95%
2B7A.DE vs. SXR8.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% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 11.37% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 34.49% | -1.05% | 2.25% |
Correlation
The correlation between 2B7A.DE and SXR8.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
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 | 0.37 |
The correlation between 2B7A.DE and SXR8.DE shifts across timeframes, from 0.23 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7A.DE vs. SXR8.DE — Risk / Return Rank
2B7A.DE
SXR8.DE
2B7A.DE vs. SXR8.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 Core S&P 500 UCITS ETF USD (Acc) (SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.41 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 3.58 | -2.86 |
| Martin ratioReturn relative to average drawdown | 1.49 | 12.71 | -11.22 |
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 | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 2.21 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.96 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.79 | -0.36 |
Drawdowns
2B7A.DE vs. SXR8.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than SXR8.DE's maximum drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and SXR8.DE.
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Drawdown Indicators
| 2B7A.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -33.78% | -1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -7.13% | -2.09% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -23.32% | +6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -23.32% | -6.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.78% | — |
Current DrawdownCurrent decline from peak | -8.77% | -0.45% | -8.32% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -5.17% | -4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.01% | +2.47% |
Volatility
2B7A.DE vs. SXR8.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 Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.65%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 2.65% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 7.57% | +4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 11.56% | +3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 15.16% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 16.09% | +3.56% |
2B7A.DE vs. SXR8.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than SXR8.DE's 0.07% 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. SXR8.DE - Dividend Comparison
Neither 2B7A.DE nor SXR8.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and SXR8.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for 2B7A.DE.
2B7A.DE is categorized as Utilities Equities, while SXR8.DE is S&P 500. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.15% for 2B7A.DE and 0.07% for SXR8.DE.
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