2B7A.DE vs. VOOG
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and Vanguard S&P 500 Growth ETF (VOOG).
2B7A.DE and VOOG 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. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010. Both 2B7A.DE and VOOG 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 VOOG.
Key characteristics
| 2B7A.DE | VOOG | |
|---|---|---|
| YTD Return | 17.00% | 15.62% |
| 1Y Return | 11.00% | 35.40% |
| 3Y Return (Ann) | 9.59% | 9.48% |
| 5Y Return (Ann) | 7.63% | 15.92% |
| Sharpe Ratio | 0.77 | 2.50 |
| Daily Std Dev | 15.48% | 13.99% |
| Max Drawdown | -35.70% | -32.73% |
| Current Drawdown | -10.14% | 0.00% |
Correlation
The correlation between 2B7A.DE and VOOG is 0.18, 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
In the year-to-date period, 2B7A.DE achieves a 17.00% return, which is significantly higher than VOOG's 15.62% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
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 0.85%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 0.85% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
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.
Volatility
2B7A.DE vs. VOOG - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 3.33%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.25%. 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.