2B7A.DE vs. ^NDX
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and NASDAQ 100 (^NDX).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7A.DE or ^NDX.
Correlation
The correlation between 2B7A.DE and ^NDX is 0.21, 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. ^NDX - Performance Comparison
Key characteristics
2B7A.DE:
0.71
^NDX:
0.44
2B7A.DE:
0.96
^NDX:
0.77
2B7A.DE:
1.13
^NDX:
1.11
2B7A.DE:
0.71
^NDX:
0.47
2B7A.DE:
2.37
^NDX:
1.56
2B7A.DE:
5.03%
^NDX:
6.99%
2B7A.DE:
18.11%
^NDX:
25.24%
2B7A.DE:
-35.70%
^NDX:
-82.90%
2B7A.DE:
-7.72%
^NDX:
-9.52%
Returns By Period
In the year-to-date period, 2B7A.DE achieves a -0.49% return, which is significantly higher than ^NDX's -4.51% return.
2B7A.DE
-0.49%
4.71%
0.23%
12.89%
9.70%
N/A
^NDX
-4.51%
17.40%
-4.92%
10.94%
16.88%
16.32%
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Risk-Adjusted Performance
2B7A.DE vs. ^NDX — Risk-Adjusted Performance Rank
2B7A.DE
^NDX
2B7A.DE vs. ^NDX - 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 NASDAQ 100 (^NDX). 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.
Drawdowns
2B7A.DE vs. ^NDX - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and ^NDX. For additional features, visit the drawdowns tool.
Volatility
2B7A.DE vs. ^NDX - Volatility Comparison
The current volatility for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) is 9.59%, while NASDAQ 100 (^NDX) has a volatility of 13.81%. This indicates that 2B7A.DE experiences smaller price fluctuations and is considered to be less risky than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.