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2B7A.DE vs. VOOG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between 2B7A.DE and VOOG is 0.21, 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. VOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and Vanguard S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%December2025FebruaryMarchAprilMay
91.53%
225.04%
2B7A.DE
VOOG

Key characteristics

Sharpe Ratio

2B7A.DE:

0.71

VOOG:

0.64

Sortino Ratio

2B7A.DE:

0.96

VOOG:

1.02

Omega Ratio

2B7A.DE:

1.13

VOOG:

1.14

Calmar Ratio

2B7A.DE:

0.71

VOOG:

0.71

Martin Ratio

2B7A.DE:

2.37

VOOG:

2.38

Ulcer Index

2B7A.DE:

5.03%

VOOG:

6.58%

Daily Std Dev

2B7A.DE:

18.11%

VOOG:

24.78%

Max Drawdown

2B7A.DE:

-35.70%

VOOG:

-32.73%

Current Drawdown

2B7A.DE:

-7.72%

VOOG:

-8.78%

Returns By Period

In the year-to-date period, 2B7A.DE achieves a -0.49% return, which is significantly higher than VOOG's -4.07% return.


2B7A.DE

YTD

-0.49%

1M

4.71%

6M

0.23%

1Y

12.89%

5Y*

9.70%

10Y*

N/A

VOOG

YTD

-4.07%

1M

17.21%

6M

-3.28%

1Y

15.76%

5Y*

16.17%

10Y*

14.24%

*Annualized

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2B7A.DE vs. VOOG - Expense Ratio Comparison

2B7A.DE has a 0.15% expense ratio, which is higher than VOOG's 0.10% 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%.


Risk-Adjusted Performance

2B7A.DE vs. VOOG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

2B7A.DE
The Risk-Adjusted Performance Rank of 2B7A.DE is 6868
Overall Rank
The Sharpe Ratio Rank of 2B7A.DE is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of 2B7A.DE is 6464
Sortino Ratio Rank
The Omega Ratio Rank of 2B7A.DE is 6363
Omega Ratio Rank
The Calmar Ratio Rank of 2B7A.DE is 7474
Calmar Ratio Rank
The Martin Ratio Rank of 2B7A.DE is 6767
Martin Ratio Rank

VOOG
The Risk-Adjusted Performance Rank of VOOG is 6868
Overall Rank
The Sharpe Ratio Rank of VOOG is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of VOOG is 6767
Sortino Ratio Rank
The Omega Ratio Rank of VOOG is 6767
Omega Ratio Rank
The Calmar Ratio Rank of VOOG is 7474
Calmar Ratio Rank
The Martin Ratio Rank of VOOG is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

2B7A.DE vs. VOOG - 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 Vanguard S&P 500 Growth ETF (VOOG). 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.


The current 2B7A.DE Sharpe Ratio is 0.71, which is comparable to the VOOG Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of 2B7A.DE and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50December2025FebruaryMarchAprilMay
0.96
0.63
2B7A.DE
VOOG

Dividends

2B7A.DE vs. VOOG - Dividend Comparison

2B7A.DE has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.58%.


TTM20242023202220212020201920182017201620152014
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%
VOOG
Vanguard S&P 500 Growth ETF
0.58%0.49%1.12%0.93%0.53%0.88%1.26%1.34%1.32%1.47%1.56%1.28%

Drawdowns

2B7A.DE vs. VOOG - Drawdown Comparison

The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and VOOG. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-1.93%
-8.78%
2B7A.DE
VOOG

Volatility

2B7A.DE vs. VOOG - Volatility Comparison

The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 9.59%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 13.31%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
9.59%
13.31%
2B7A.DE
VOOG