2B7B.DE vs. SPPE.DE
2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) and SPPE.DE (SPDR S&P 500 UCITS ETF EUR Hedged Accumulating) are both exchange-traded funds - 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index, while SPPE.DE is a S&P 500 fund tracking the S&P 500 EUR Dynamic Hedged Index. Both are passively managed. Over the past 5 years, 2B7B.DE returned 5.89%/yr vs 11.18%/yr for SPPE.DE. A 0.61 correlation means they provide meaningful diversification when combined. 2B7B.DE charges 0.15%/yr vs 0.12%/yr for SPPE.DE.
Performance
2B7B.DE vs. SPPE.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 higher than SPPE.DE's 9.05% 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*
- —
SPPE.DE
- 1D
- -0.02%
- 1M
- 3.18%
- YTD
- 9.05%
- 6M
- 9.47%
- 1Y
- 24.51%
- 3Y*
- 19.65%
- 5Y*
- 11.18%
- 10Y*
- —
2B7B.DE vs. SPPE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -7.14% |
SPPE.DE SPDR S&P 500 UCITS ETF EUR Hedged Accumulating | 9.05% | 15.34% | 23.21% | 23.17% | -21.69% | 28.48% | 15.08% | 29.99% | -10.40% |
Correlation
The correlation between 2B7B.DE and SPPE.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2018 | 0.61 |
The correlation between 2B7B.DE and SPPE.DE shifts across timeframes, from 0.44 (1 year) to 0.63 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
2B7B.DE vs. SPPE.DE — Risk / Return Rank
2B7B.DE
SPPE.DE
2B7B.DE vs. SPPE.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 SPDR S&P 500 UCITS ETF EUR Hedged Accumulating (SPPE.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 | SPPE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.38 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 2.87 | -1.28 |
| Martin ratioReturn relative to average drawdown | 4.68 | 12.22 | -7.54 |
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 | SPPE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.12 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.69 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.80 | -0.35 |
Drawdowns
2B7B.DE vs. SPPE.DE - Drawdown Comparison
The maximum 2B7B.DE drawdown since its inception was -34.61%, roughly equal to the maximum SPPE.DE drawdown of -34.07%. Use the drawdown chart below to compare losses from any high point for 2B7B.DE and SPPE.DE.
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Drawdown Indicators
| 2B7B.DE | SPPE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.61% | -34.07% | -0.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -8.64% | -1.55% |
Max Drawdown (3Y)Largest decline over 3 years | -24.54% | -18.41% | -6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -26.07% | +1.53% |
Current DrawdownCurrent decline from peak | -2.44% | -0.59% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -6.19% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 2.03% | +1.41% |
Volatility
2B7B.DE vs. SPPE.DE - Volatility Comparison
iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a higher volatility of 4.84% compared to SPDR S&P 500 UCITS ETF EUR Hedged Accumulating (SPPE.DE) at 3.07%. This indicates that 2B7B.DE's price experiences larger fluctuations and is considered to be riskier than SPPE.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 | SPPE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 3.07% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 8.56% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 11.69% | +3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 16.00% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.16% | 18.64% | +0.52% |
2B7B.DE vs. SPPE.DE - Expense Ratio Comparison
2B7B.DE has a 0.15% expense ratio, which is higher than SPPE.DE's 0.12% 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%.
Dividends
2B7B.DE vs. SPPE.DE - Dividend Comparison
Neither 2B7B.DE nor SPPE.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7B.DE and SPPE.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPPE.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPPE.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for 2B7B.DE.
2B7B.DE is categorized as Materials, while SPPE.DE is S&P 500. 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index, while SPPE.DE tracks S&P 500 EUR Dynamic Hedged Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.15% for 2B7B.DE and 0.12% for SPPE.DE.
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