2B7B.DE vs. XY7D.DE
2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) and XY7D.DE (Global X S&P 500 Covered Call UCITS ETF Inc) are both exchange-traded funds - 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index, while XY7D.DE is a S&P 500 fund tracking the Cboe S&P 500 BuyWrite 15% WHT. Both are passively managed. Over the past year, 2B7B.DE returned 22.37% vs 16.66% for XY7D.DE. At a 0.38 correlation, their price movements are largely independent. 2B7B.DE charges 0.15%/yr vs 0.45%/yr for XY7D.DE.
Performance
2B7B.DE vs. XY7D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7B.DE achieves a 16.19% return, which is significantly higher than XY7D.DE's 8.64% return.
2B7B.DE
- 1D
- 0.90%
- 1M
- 4.55%
- YTD
- 16.19%
- 6M
- 16.99%
- 1Y
- 22.37%
- 3Y*
- 8.93%
- 5Y*
- 7.32%
- 10Y*
- —
XY7D.DE
- 1D
- 0.00%
- 1M
- 2.62%
- YTD
- 8.64%
- 6M
- 9.35%
- 1Y
- 16.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
2B7B.DE vs. XY7D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 16.19% | -1.02% | 5.26% | 6.50% |
XY7D.DE Global X S&P 500 Covered Call UCITS ETF Inc | 8.64% | -5.34% | 23.62% | -8.57% |
Correlation
The correlation between 2B7B.DE and XY7D.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2023 | 0.38 |
The correlation between 2B7B.DE and XY7D.DE shifts across timeframes, from 0.23 (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. XY7D.DE — Risk / Return Rank
2B7B.DE
XY7D.DE
2B7B.DE vs. XY7D.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 Covered Call UCITS ETF Inc (XY7D.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 2B7B.DE | XY7D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.34 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 4.32 | -2.12 |
| Martin ratioReturn relative to average drawdown | 6.48 | 12.52 | -6.03 |
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Drawdowns
2B7B.DE vs. XY7D.DE - Drawdown Comparison
The maximum 2B7B.DE drawdown since its inception was -34.70%, which is greater than XY7D.DE's maximum drawdown of -20.79%. Use the drawdown chart below to compare losses from any high point for 2B7B.DE and XY7D.DE.
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Drawdown Indicators
| 2B7B.DE | XY7D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -20.79% | -13.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -3.87% | -6.25% |
Max Drawdown (3Y)Largest decline over 3 years | -24.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.57% | — | — |
Current DrawdownCurrent decline from peak | -0.39% | -1.33% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -7.13% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 1.34% | +2.10% |
Volatility
2B7B.DE vs. XY7D.DE - Volatility Comparison
iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a higher volatility of 5.17% compared to Global X S&P 500 Covered Call UCITS ETF Inc (XY7D.DE) at 2.94%. This indicates that 2B7B.DE's price experiences larger fluctuations and is considered to be riskier than XY7D.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 | XY7D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 2.94% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.49% | 6.53% | +5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 8.89% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.28% | 13.51% | +3.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 13.51% | +6.61% |
2B7B.DE vs. XY7D.DE - Expense Ratio Comparison
2B7B.DE has a 0.15% expense ratio, which is lower than XY7D.DE's 0.45% expense ratio.
Dividends
2B7B.DE vs. XY7D.DE - Dividend Comparison
2B7B.DE has not paid dividends to shareholders, while XY7D.DE's dividend yield for the trailing twelve months is around 8.32%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
XY7D.DE Global X S&P 500 Covered Call UCITS ETF Inc | 8.32% | 9.21% | 6.13% | 3.99% |
Frequently Asked Questions
2B7B.DE and XY7D.DE have a correlation of 0.23, 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 0.45% for XY7D.DE.
2B7B.DE is categorized as Materials, while XY7D.DE is S&P 500. 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index, while XY7D.DE tracks Cboe S&P 500 BuyWrite 15% WHT. They also come from different issuers: iShares and Global X. Their fees differ too: 0.15% for 2B7B.DE and 0.45% for XY7D.DE.
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