2B7B.DE vs. SXR8.DE
Compare and contrast key facts about iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
2B7B.DE and SXR8.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7B.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Materials. It was launched on Mar 20, 2017. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both 2B7B.DE and SXR8.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7B.DE or SXR8.DE.
Correlation
The correlation between 2B7B.DE and SXR8.DE is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
2B7B.DE vs. SXR8.DE - Performance Comparison
Key characteristics
2B7B.DE:
0.56
SXR8.DE:
2.78
2B7B.DE:
0.85
SXR8.DE:
3.76
2B7B.DE:
1.11
SXR8.DE:
1.57
2B7B.DE:
0.76
SXR8.DE:
4.10
2B7B.DE:
2.38
SXR8.DE:
18.15
2B7B.DE:
2.95%
SXR8.DE:
1.87%
2B7B.DE:
12.56%
SXR8.DE:
12.19%
2B7B.DE:
-34.61%
SXR8.DE:
-33.78%
2B7B.DE:
-8.88%
SXR8.DE:
-1.35%
Returns By Period
In the year-to-date period, 2B7B.DE achieves a 6.85% return, which is significantly lower than SXR8.DE's 33.56% return.
2B7B.DE
6.85%
-5.38%
-0.93%
7.30%
10.03%
N/A
SXR8.DE
33.56%
1.18%
12.37%
33.80%
15.78%
14.43%
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2B7B.DE vs. SXR8.DE - Expense Ratio Comparison
2B7B.DE has a 0.15% expense ratio, which is higher than SXR8.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%.
Risk-Adjusted Performance
2B7B.DE vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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.
Dividends
2B7B.DE vs. SXR8.DE - Dividend Comparison
Neither 2B7B.DE nor SXR8.DE has paid dividends to shareholders.
Drawdowns
2B7B.DE vs. SXR8.DE - Drawdown Comparison
The maximum 2B7B.DE drawdown since its inception was -34.61%, roughly equal to the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for 2B7B.DE and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
2B7B.DE vs. SXR8.DE - Volatility Comparison
iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.DE) has a higher volatility of 3.86% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.76%. This indicates that 2B7B.DE's price experiences larger fluctuations and is considered to be riskier than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.