2B7A.DE vs. VOOG
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and VOOG (Vanguard S&P 500 Growth ETF) are both exchange-traded funds - 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while VOOG is a S&P 500 fund tracking the S&P 500 Growth Index. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 16.37%/yr for VOOG. At a 0.13 correlation, their price movements are largely independent. 2B7A.DE charges 0.15%/yr vs 0.07%/yr for VOOG.
Performance
2B7A.DE vs. VOOG - Performance Comparison
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Different Trading Currencies
2B7A.DE is traded in EUR, while VOOG is traded in USD. To make them comparable, the VOOG 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 VOOG's 11.53% 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*
- —
VOOG
- 1D
- -3.02%
- 1M
- 2.24%
- YTD
- 11.53%
- 6M
- 9.57%
- 1Y
- 28.74%
- 3Y*
- 23.41%
- 5Y*
- 16.37%
- 10Y*
- 17.48%
2B7A.DE vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | 11.53% | 7.62% | 44.86% | 26.06% | -25.11% | 41.82% | 22.36% | 33.89% | 4.47% | 4.61% |
Correlation
The correlation between 2B7A.DE and VOOG is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2017 | 0.13 |
The correlation between 2B7A.DE and VOOG shifts across timeframes, from 0.02 (3 years) to 0.13 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7A.DE vs. VOOG — Risk / Return Rank
2B7A.DE
VOOG
2B7A.DE vs. VOOG - 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 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.
| 2B7A.DE | VOOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.31 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.28 | -1.56 |
| Martin ratioReturn relative to average drawdown | 1.49 | 7.99 | -6.50 |
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 | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.78 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.78 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.91 | -0.48 |
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 -30.89%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and VOOG.
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Drawdown Indicators
| 2B7A.DE | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -30.89% | -4.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -12.66% | +3.44% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -27.11% | +10.27% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -27.11% | -2.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.89% | — |
Current DrawdownCurrent decline from peak | -8.77% | -3.96% | -4.81% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -5.02% | -5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 3.60% | +0.88% |
Volatility
2B7A.DE vs. VOOG - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 5.01% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.76%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than VOOG 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 | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.76% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 12.12% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 16.28% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 20.95% | -3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 21.11% | -1.46% |
2B7A.DE vs. VOOG - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than VOOG'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. VOOG - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.45%.
| 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.45% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Frequently Asked Questions
2B7A.DE and VOOG have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VOOG is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VOOG is cheaper with a 0.07% expense ratio, compared with 0.15% for 2B7A.DE.
2B7A.DE is categorized as Utilities Equities, while VOOG is S&P 500. 2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while VOOG tracks S&P 500 Growth Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.15% for 2B7A.DE and 0.07% for VOOG.
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