2B7B.DE vs. SPQB.DE
2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) and SPQB.DE (Global X S&P 500 Quarterly Buffer UCITS ETF) are both exchange-traded funds - 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index, while SPQB.DE is a S&P 500 fund tracking the Cboe S&P 500 15% WHT Quarterly 5% Buffer Protect. Both are passively managed. Over the past 3 years, 2B7B.DE returned 8.06%/yr vs 9.37%/yr for SPQB.DE. At a 0.38 correlation, their price movements are largely independent. 2B7B.DE charges 0.15%/yr vs 0.50%/yr for SPQB.DE.
Performance
2B7B.DE vs. SPQB.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 SPQB.DE's 5.30% 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*
- —
SPQB.DE
- 1D
- -0.13%
- 1M
- 1.74%
- YTD
- 5.30%
- 6M
- 5.20%
- 1Y
- 11.15%
- 3Y*
- 9.37%
- 5Y*
- —
- 10Y*
- —
2B7B.DE vs. SPQB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 12.98% | -1.07% | 5.24% | 4.60% |
SPQB.DE Global X S&P 500 Quarterly Buffer UCITS ETF | 5.30% | -0.77% | 20.64% | 10.42% |
Correlation
The correlation between 2B7B.DE and SPQB.DE is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2023 | 0.38 |
The correlation between 2B7B.DE and SPQB.DE shifts across timeframes, from 0.24 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7B.DE vs. SPQB.DE — Risk / Return Rank
2B7B.DE
SPQB.DE
2B7B.DE vs. SPQB.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 Global X S&P 500 Quarterly Buffer UCITS ETF (SPQB.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 | SPQB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 3.53 | -1.95 |
| Martin ratioReturn relative to average drawdown | 4.68 | 9.14 | -4.45 |
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 | SPQB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.48 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.11 | -0.66 |
Drawdowns
2B7B.DE vs. SPQB.DE - Drawdown Comparison
The maximum 2B7B.DE drawdown since its inception was -34.61%, which is greater than SPQB.DE's maximum drawdown of -16.15%. Use the drawdown chart below to compare losses from any high point for 2B7B.DE and SPQB.DE.
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Drawdown Indicators
| 2B7B.DE | SPQB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.61% | -16.15% | -18.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -3.10% | -7.09% |
Max Drawdown (3Y)Largest decline over 3 years | -24.54% | -16.15% | -8.39% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | — | — |
Current DrawdownCurrent decline from peak | -2.44% | -0.13% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -2.58% | -3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 1.20% | +2.24% |
Volatility
2B7B.DE vs. SPQB.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 Global X S&P 500 Quarterly Buffer UCITS ETF (SPQB.DE) at 1.19%. This indicates that 2B7B.DE's price experiences larger fluctuations and is considered to be riskier than SPQB.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 | SPQB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 1.19% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 4.25% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 7.42% | +8.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 9.54% | +7.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.16% | 9.54% | +9.62% |
2B7B.DE vs. SPQB.DE - Expense Ratio Comparison
2B7B.DE has a 0.15% expense ratio, which is lower than SPQB.DE's 0.50% expense ratio.
Dividends
2B7B.DE vs. SPQB.DE - Dividend Comparison
Neither 2B7B.DE nor SPQB.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7B.DE and SPQB.DE have a correlation of 0.24, 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 0.50% for SPQB.DE.
2B7B.DE is categorized as Materials, while SPQB.DE is S&P 500. 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index, while SPQB.DE tracks Cboe S&P 500 15% WHT Quarterly 5% Buffer Protect. They also come from different issuers: iShares and Global X. Their fees differ too: 0.15% for 2B7B.DE and 0.50% for SPQB.DE.
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