2B7A.DE vs. XDWU.DE
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) and XDWU.DE (Xtrackers MSCI World Utilities UCITS ETF 1C) are both Utilities Equities funds - 2B7A.DE tracks the S&P 500 Capped 35/20 Utilities while XDWU.DE tracks the MSCI World/Utilities NR USD. Both are passively managed. Over the past 5 years, 2B7A.DE returned 9.44%/yr vs 9.86%/yr for XDWU.DE. Their correlation of 0.88 suggests significant overlap in exposure. 2B7A.DE charges 0.15%/yr vs 0.25%/yr for XDWU.DE.
Performance
2B7A.DE vs. XDWU.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 XDWU.DE's 5.92% 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*
- —
XDWU.DE
- 1D
- -1.48%
- 1M
- -3.92%
- YTD
- 5.92%
- 6M
- 5.19%
- 1Y
- 13.84%
- 3Y*
- 11.70%
- 5Y*
- 9.86%
- 10Y*
- 8.32%
2B7A.DE vs. XDWU.DE - 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% |
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 5.92% | 11.38% | 19.82% | -3.19% | 2.23% | 19.80% | -4.88% | 25.27% | 6.79% | -5.23% |
Correlation
The correlation between 2B7A.DE and XDWU.DE is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2017 | 0.88 |
The correlation between 2B7A.DE and XDWU.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
2B7A.DE vs. XDWU.DE — Risk / Return Rank
2B7A.DE
XDWU.DE
2B7A.DE vs. XDWU.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 Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.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 | XDWU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.77 | -1.04 |
| Martin ratioReturn relative to average drawdown | 1.49 | 4.77 | -3.28 |
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 | XDWU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.07 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.69 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.55 | -0.12 |
Drawdowns
2B7A.DE vs. XDWU.DE - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than XDWU.DE's maximum drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and XDWU.DE.
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Drawdown Indicators
| 2B7A.DE | XDWU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -33.61% | -2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -7.30% | -1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -16.84% | -12.68% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -23.26% | -6.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.61% | — |
Current DrawdownCurrent decline from peak | -8.77% | -7.22% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -6.99% | -3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.71% | +1.77% |
Volatility
2B7A.DE vs. XDWU.DE - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 5.01% compared to Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) at 4.08%. This indicates that 2B7A.DE's price experiences larger fluctuations and is considered to be riskier than XDWU.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 | XDWU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.08% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 10.09% | +1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 12.09% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 14.12% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 15.16% | +4.49% |
2B7A.DE vs. XDWU.DE - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is lower than XDWU.DE's 0.25% 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. XDWU.DE - Dividend Comparison
Neither 2B7A.DE nor XDWU.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.93, 2B7A.DE and XDWU.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.25% for XDWU.DE.
2B7A.DE tracks S&P 500 Capped 35/20 Utilities, while XDWU.DE tracks MSCI World/Utilities NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for 2B7A.DE and 0.25% for XDWU.DE.
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