2B7A.DE vs. XD9D.DE
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and Xtrackers MSCI USA UCITS ETF (XD9D.DE).
2B7A.DE and XD9D.DE 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. XD9D.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA. It was launched on Feb 18, 2021. Both 2B7A.DE and XD9D.DE 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 XD9D.DE.
Key characteristics
| 2B7A.DE | XD9D.DE | |
|---|---|---|
| YTD Return | 15.63% | 10.90% |
| 1Y Return | 8.27% | 27.42% |
| 3Y Return (Ann) | 9.18% | 11.68% |
| Sharpe Ratio | 0.69 | 2.33 |
| Daily Std Dev | 15.48% | 10.62% |
| Max Drawdown | -35.70% | -26.28% |
| Current Drawdown | -11.19% | -0.58% |
Correlation
The correlation between 2B7A.DE and XD9D.DE is 0.40, 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. XD9D.DE - Performance Comparison
In the year-to-date period, 2B7A.DE achieves a 15.63% return, which is significantly higher than XD9D.DE's 10.90% 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. XD9D.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than XD9D.DE'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%.
Risk-Adjusted Performance
2B7A.DE vs. XD9D.DE - 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 Xtrackers MSCI USA UCITS ETF (XD9D.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.
Dividends
2B7A.DE vs. XD9D.DE - Dividend Comparison
Neither 2B7A.DE nor XD9D.DE has paid dividends to shareholders.
Drawdowns
2B7A.DE vs. XD9D.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than XD9D.DE's maximum drawdown of -26.28%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and XD9D.DE. For additional features, visit the drawdowns tool.
Volatility
2B7A.DE vs. XD9D.DE - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 4.13% compared to Xtrackers MSCI USA UCITS ETF (XD9D.DE) at 3.87%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than XD9D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.