2B7A.DE vs. XLU
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and Utilities Select Sector SPDR Fund (XLU).
2B7A.DE and XLU 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. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998. Both 2B7A.DE and XLU 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 XLU.
Key characteristics
| 2B7A.DE | XLU | |
|---|---|---|
| YTD Return | 33.73% | 32.41% |
| 1Y Return | 39.03% | 44.35% |
| 3Y Return (Ann) | 11.88% | 10.98% |
| 5Y Return (Ann) | 8.06% | 8.54% |
| Sharpe Ratio | 2.72 | 2.69 |
| Sortino Ratio | 3.65 | 3.69 |
| Omega Ratio | 1.45 | 1.46 |
| Calmar Ratio | 1.45 | 1.83 |
| Martin Ratio | 15.07 | 13.76 |
| Ulcer Index | 2.54% | 3.12% |
| Daily Std Dev | 14.13% | 15.95% |
| Max Drawdown | -35.70% | -52.27% |
| Current Drawdown | -0.73% | -0.32% |
Correlation
The correlation between 2B7A.DE and XLU is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
2B7A.DE vs. XLU - Performance Comparison
The year-to-date returns for both stocks are quite close, with 2B7A.DE having a 33.73% return and XLU slightly lower at 32.41%. 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. XLU - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than XLU's 0.13% 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. XLU - 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 Utilities Select Sector SPDR Fund (XLU). 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. XLU - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.70%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XLU Utilities Select Sector SPDR Fund | 2.70% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% | 3.86% |
Drawdowns
2B7A.DE vs. XLU - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and XLU. For additional features, visit the drawdowns tool.
Volatility
2B7A.DE vs. XLU - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 3.90%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 4.28%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.