2B7A.DE vs. WELD.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and WELD.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Acc) are both Utilities Equities funds - 2B7A.DE tracks the S&P 500 Capped 35/20 Utilities while WELD.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. Both are passively managed. Over the past 3 years, 2B7A.DE returned 9.59%/yr vs 11.09%/yr for WELD.DE. A 0.78 correlation means they provide meaningful diversification when combined. 2B7A.DE charges 0.15%/yr vs 0.18%/yr for WELD.DE.
Performance
2B7A.DE vs. WELD.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 WELD.DE's 6.78% 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*
- —
WELD.DE
- 1D
- -1.00%
- 1M
- -4.45%
- YTD
- 6.78%
- 6M
- 6.19%
- 1Y
- 16.82%
- 3Y*
- 11.09%
- 5Y*
- —
- 10Y*
- —
2B7A.DE vs. WELD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | 29.83% | -11.29% | 2.22% |
WELD.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Acc | 6.78% | 18.60% | 10.09% | 1.57% | 9.15% |
Correlation
The correlation between 2B7A.DE and WELD.DE is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.78 |
The correlation between 2B7A.DE and WELD.DE shifts across timeframes, from 0.76 (3 years) to 0.86 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
2B7A.DE vs. WELD.DE — Risk / Return Rank
2B7A.DE
WELD.DE
2B7A.DE vs. WELD.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 Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.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 | WELD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.21 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.35 | -1.62 |
| Martin ratioReturn relative to average drawdown | 1.49 | 6.47 | -4.98 |
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 | WELD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.27 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.94 | -0.51 |
Drawdowns
2B7A.DE vs. WELD.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than WELD.DE's maximum drawdown of -14.07%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and WELD.DE.
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Drawdown Indicators
| 2B7A.DE | WELD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -14.07% | -21.63% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -6.68% | -2.54% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -12.61% | -4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | — | — |
Current DrawdownCurrent decline from peak | -8.77% | -6.55% | -2.22% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -3.20% | -6.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.43% | +2.05% |
Volatility
2B7A.DE vs. WELD.DE - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 5.01% compared to Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE) at 4.02%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than WELD.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 | WELD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.02% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 9.94% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 12.34% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 13.35% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 13.35% | +6.30% |
2B7A.DE vs. WELD.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than WELD.DE's 0.18% expense ratio. Despite the difference, 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. WELD.DE - Dividend Comparison
Neither 2B7A.DE nor WELD.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7A.DE and WELD.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7A.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7A.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELD.DE.
2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while WELD.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for 2B7A.DE and 0.18% for WELD.DE.
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