2B7B.DE vs. SXRV.DE
2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, 2B7B.DE returned 5.89%/yr vs 18.67%/yr for SXRV.DE. A 0.54 correlation means they provide meaningful diversification when combined. 2B7B.DE charges 0.15%/yr vs 0.36%/yr for SXRV.DE.
Performance
2B7B.DE vs. SXRV.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 SXRV.DE's 20.57% 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*
- —
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
2B7B.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 8.54% |
Correlation
The correlation between 2B7B.DE and SXRV.DE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
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 |
Over the past year, the correlation between 2B7B.DE and SXRV.DE has dropped to 0.32 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
2B7B.DE vs. SXRV.DE — Risk / Return Rank
2B7B.DE
SXRV.DE
2B7B.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.42 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 3.75 | -2.17 |
| Martin ratioReturn relative to average drawdown | 4.68 | 11.16 | -6.48 |
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 | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.40 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.93 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.91 | -0.46 |
Drawdowns
2B7B.DE vs. SXRV.DE - Drawdown Comparison
The maximum 2B7B.DE drawdown since its inception was -34.61%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for 2B7B.DE and SXRV.DE.
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Drawdown Indicators
| 2B7B.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.61% | -32.80% | -1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -10.03% | -0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -24.54% | -26.69% | +2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -31.33% | +6.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -2.44% | -0.83% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -6.56% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 3.38% | +0.06% |
Volatility
2B7B.DE vs. SXRV.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 iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) at 4.26%. This indicates that 2B7B.DE's price experiences larger fluctuations and is considered to be riskier than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 4.26% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 10.98% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 15.67% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 19.84% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.16% | 19.65% | -0.49% |
2B7B.DE vs. SXRV.DE - Expense Ratio Comparison
2B7B.DE has a 0.15% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
2B7B.DE vs. SXRV.DE - Dividend Comparison
Neither 2B7B.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7B.DE and SXRV.DE have a correlation of 0.32, 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 0.36% for SXRV.DE.
2B7B.DE is categorized as Materials, while SXRV.DE is Nasdaq-100. 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.15% for 2B7B.DE and 0.36% for SXRV.DE.
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