2B7B.DE vs. ^NDX

Last updated Apr 1, 2026

Compare and contrast key facts about iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) and NASDAQ 100 Index (^NDX).

2B7B.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Materials Sector Index. It was launched on Mar 20, 2017.

Performance

2B7B.DE vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) and NASDAQ 100 Index (^NDX). The values are adjusted to include any dividend payments, if applicable.

2B7B.DE vs. ^NDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF	9.33%	-1.07%	5.24%	8.58%	-7.10%	39.56%	8.41%	25.77%	-11.22%	6.42%
^NDX NASDAQ 100 Index	-4.49%	5.91%	33.12%	49.19%	-28.81%	36.10%	35.42%	41.08%	3.61%	7.30%

Different Trading Currencies

2B7B.DE is traded in EUR, while ^NDX is traded in USD. To make them comparable, the ^NDX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, 2B7B.DE achieves a 9.33% return, which is significantly higher than ^NDX's -4.49% return.

2B7B.DE

• 1D: -0.95%
• 1M: -4.97%
• YTD: 9.33%
• 6M: 12.35%
• 1Y: 9.93%
• 3Y*: 6.73%
• 5Y*: 6.73%
• 10Y*: —

^NDX

• 1D: 2.53%
• 1M: -2.75%
• YTD: -4.49%
• 6M: -2.39%
• 1Y: 15.21%
• 3Y*: 19.09%
• 5Y*: 12.65%
• 10Y*: 17.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

2B7B.DE vs. ^NDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

2B7B.DE

2B7B.DE Risk / Return Rank: 28
2B7B.DE Sharpe Ratio Rank: 30
2B7B.DE Sortino Ratio Rank: 29
2B7B.DE Omega Ratio Rank: 28
2B7B.DE Calmar Ratio Rank: 26
2B7B.DE Martin Ratio Rank: 26

^NDX

^NDX Risk / Return Rank: 80
^NDX Sharpe Ratio Rank: 75
^NDX Sortino Ratio Rank: 82
^NDX Omega Ratio Rank: 80
^NDX Calmar Ratio Rank: 80
^NDX Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

2B7B.DE vs. ^NDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) and NASDAQ 100 Index (^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.

	2B7B.DE	^NDX	Difference
Sharpe ratio Return per unit of total volatility	0.54	0.61	-0.07
Sortino ratio Return per unit of downside risk	0.83	1.02	-0.18
Omega ratio Gain probability vs. loss probability	1.11	1.15	-0.04
Calmar ratio Return relative to maximum drawdown	0.59	1.07	-0.48
Martin ratio Return relative to average drawdown	1.99	3.60	-1.61
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

2B7B.DE vs. ^NDX - Sharpe Ratio Comparison

The current 2B7B.DE Sharpe Ratio is 0.54, which is comparable to the ^NDX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of 2B7B.DE and ^NDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	2B7B.DE	^NDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.54	0.61	-0.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.39	0.57	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.66	-0.23

Correlation

The correlation between 2B7B.DE and ^NDX is 0.29, 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.

Drawdowns

2B7B.DE vs. ^NDX - Drawdown Comparison

The maximum 2B7B.DE drawdown since its inception was -34.61%, smaller than the maximum ^NDX drawdown of -46.44%. Use the drawdown chart below to compare losses from any high point for 2B7B.DE and ^NDX.

Drawdown Indicators

	2B7B.DE	^NDX	Difference
Max Drawdown Largest peak-to-trough decline	-34.61%	-82.90%	+48.29%
Max Drawdown (1Y) Largest decline over 1 year	-15.29%	-12.72%	-2.57%
Max Drawdown (5Y) Largest decline over 5 years	-24.54%	-35.56%	+11.02%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.56%	—
Current Drawdown Current decline from peak	-5.59%	-9.11%	+3.52%
Average Drawdown Average peak-to-trough decline	-6.26%	-24.72%	+18.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.51%	3.45%	+1.06%

Volatility

2B7B.DE vs. ^NDX - Volatility Comparison

iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a higher volatility of 6.78% compared to NASDAQ 100 Index (^NDX) at 5.53%. This indicates that 2B7B.DE's price experiences larger fluctuations and is considered to be riskier than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	2B7B.DE	^NDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.78%	5.53%	+1.25%
Volatility (6M) Calculated over the trailing 6-month period	11.62%	13.11%	-1.49%
Volatility (1Y) Calculated over the trailing 1-year period	18.35%	24.91%	-6.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.17%	22.26%	-5.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.22%	22.85%	-3.63%