2B7B.DE vs. IS3N.DE
2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) and IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) are both exchange-traded funds - 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index, while IS3N.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI). Both are passively managed. Over the past 5 years, 2B7B.DE returned 5.89%/yr vs 8.61%/yr for IS3N.DE. A 0.54 correlation means they provide meaningful diversification when combined. 2B7B.DE charges 0.15%/yr vs 0.18%/yr for IS3N.DE.
Performance
2B7B.DE vs. IS3N.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7B.DE achieves a 12.98% return, which is significantly lower than IS3N.DE's 25.82% return.
2B7B.DE
- 1D
- -0.32%
- 1M
- -0.26%
- YTD
- 12.98%
- 6M
- 16.62%
- 1Y
- 16.36%
- 3Y*
- 8.06%
- 5Y*
- 5.89%
- 10Y*
- —
IS3N.DE
- 1D
- -1.45%
- 1M
- 3.11%
- YTD
- 25.82%
- 6M
- 26.34%
- 1Y
- 45.77%
- 3Y*
- 19.99%
- 5Y*
- 8.61%
- 10Y*
- 10.00%
2B7B.DE vs. IS3N.DE - 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 | 12.98% | -1.07% | 5.24% | 8.58% | -7.10% | 39.56% | 8.41% | 25.77% | -11.22% | 6.42% |
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 25.82% | 17.14% | 13.87% | 7.20% | -14.09% | 7.38% | 7.07% | 21.01% | -11.06% | 9.08% |
Correlation
The correlation between 2B7B.DE and IS3N.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.54 |
The correlation between 2B7B.DE and IS3N.DE has been stable across timeframes, ranging from 0.45 to 0.54 - a consistent structural relationship.
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Return for Risk
2B7B.DE vs. IS3N.DE — Risk / Return Rank
2B7B.DE
IS3N.DE
2B7B.DE vs. IS3N.DE - 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 iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.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.
| 2B7B.DE | IS3N.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.64 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.49 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 4.42 | -2.84 |
| Martin ratioReturn relative to average drawdown | 4.68 | 16.00 | -11.32 |
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
| 2B7B.DE | IS3N.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.69 | -1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.53 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.44 | +0.01 |
Drawdowns
2B7B.DE vs. IS3N.DE - Drawdown Comparison
The maximum 2B7B.DE drawdown since its inception was -34.61%, roughly equal to the maximum IS3N.DE drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for 2B7B.DE and IS3N.DE.
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Drawdown Indicators
| 2B7B.DE | IS3N.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.61% | -35.06% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -10.52% | +0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -24.54% | -19.17% | -5.37% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -22.01% | -2.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.51% | — |
Current DrawdownCurrent decline from peak | -2.44% | -2.49% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -9.30% | +3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 2.91% | +0.53% |
Volatility
2B7B.DE vs. IS3N.DE - Volatility Comparison
The current volatility for iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) is 4.84%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) has a volatility of 7.16%. This indicates that 2B7B.DE experiences smaller price fluctuations and is considered to be less risky than IS3N.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7B.DE | IS3N.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 7.16% | -2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 14.69% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 17.32% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 16.19% | +1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.16% | 18.04% | +1.12% |
2B7B.DE vs. IS3N.DE - Expense Ratio Comparison
2B7B.DE has a 0.15% expense ratio, which is lower than IS3N.DE's 0.18% 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
2B7B.DE vs. IS3N.DE - Dividend Comparison
Neither 2B7B.DE nor IS3N.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7B.DE and IS3N.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7B.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7B.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for IS3N.DE.
2B7B.DE is categorized as Materials, while IS3N.DE is Emerging Markets Equities. 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index, while IS3N.DE tracks MSCI Emerging Markets Investable Market (IMI). Their fees differ too: 0.15% for 2B7B.DE and 0.18% for IS3N.DE.
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