2B7A.DE vs. WELQ.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) are both Utilities Equities funds - 2B7A.DE tracks the S&P 500 Capped 35/20 Utilities while WELQ.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 11.14%/yr for WELQ.DE. Their correlation of 0.81 suggests significant overlap in exposure. 2B7A.DE charges 0.15%/yr vs 0.18%/yr for WELQ.DE.
Performance
2B7A.DE vs. WELQ.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 WELQ.DE's 6.91% 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*
- —
WELQ.DE
- 1D
- -0.97%
- 1M
- -4.33%
- YTD
- 6.91%
- 6M
- 6.54%
- 1Y
- 16.98%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
2B7A.DE vs. WELQ.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% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 6.91% | 18.60% | 9.91% | 1.75% | 9.13% |
Correlation
The correlation between 2B7A.DE and WELQ.DE is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.81 |
The correlation between 2B7A.DE and WELQ.DE has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
2B7A.DE vs. WELQ.DE — Risk / Return Rank
2B7A.DE
WELQ.DE
2B7A.DE vs. WELQ.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 Dist (WELQ.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 | WELQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.36 | -1.64 |
| Martin ratioReturn relative to average drawdown | 1.49 | 6.63 | -5.14 |
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 | WELQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.32 | -0.87 |
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 | 0.97 | -0.54 |
Drawdowns
2B7A.DE vs. WELQ.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than WELQ.DE's maximum drawdown of -13.98%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and WELQ.DE.
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Drawdown Indicators
| 2B7A.DE | WELQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -13.98% | -21.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -6.71% | -2.51% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -12.52% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | — | — |
Current DrawdownCurrent decline from peak | -8.77% | -6.53% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -3.14% | -6.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.39% | +2.09% |
Volatility
2B7A.DE vs. WELQ.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 Dist (WELQ.DE) at 4.07%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than WELQ.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 | WELQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.07% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 10.01% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 12.01% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 13.00% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 13.00% | +6.65% |
2B7A.DE vs. WELQ.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than WELQ.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. WELQ.DE - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while WELQ.DE's dividend yield for the trailing twelve months is around 2.60%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.60% | 2.85% | 3.42% | 0.57% |
Frequently Asked Questions
2B7A.DE and WELQ.DE have a correlation of 0.89, 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 WELQ.DE.
2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while WELQ.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 WELQ.DE.
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