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2B7C.DE vs. H4ZF.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

2B7C.DE vs. H4ZF.DE

Last updated Apr 2, 2026

Compare and contrast key facts about iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) and HSBC S&P 500 UCITS ETF USD (H4ZF.DE).

2B7C.DE and H4ZF.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7C.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Industrials. It was launched on Mar 20, 2017. H4ZF.DE is a passively managed fund by HSBC that tracks the performance of the S&P 500 Index. It was launched on May 14, 2010. Both 2B7C.DE and H4ZF.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.

Performance

2B7C.DE vs. H4ZF.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) and HSBC S&P 500 UCITS ETF USD (H4ZF.DE). The values are adjusted to include any dividend payments, if applicable.

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2B7C.DE vs. H4ZF.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
2B7C.DE
iShares S&P 500 Industrials Sector UCITS ETF		6.80%6.91%23.72%13.89%-0.20%32.19%-0.63%32.20%-10.13%4.44%
H4ZF.DE
HSBC S&P 500 UCITS ETF USD		-3.07%4.74%32.24%22.66%-14.40%40.68%7.94%36.99%0.78%5.02%

Returns By Period

In the year-to-date period, 2B7C.DE achieves a 6.80% return, which is significantly higher than H4ZF.DE's -3.07% return.

2B7C.DE

1D
2.98%
1M
-6.18%
YTD
6.80%
6M
8.79%
1Y
18.18%
3Y*
16.70%
5Y*
12.58%
10Y*
—

H4ZF.DE

1D
1.72%
1M
-3.11%
YTD
-3.07%
6M
0.01%
1Y
10.11%
3Y*
16.08%
5Y*
12.06%
10Y*
14.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares S&P 500 Industrials Sector UCITS ETF

HSBC S&P 500 UCITS ETF USD

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2B7C.DE vs. DFND2B7C.DE vs. SXR8.DE2B7C.DE vs. ITA2B7C.DE vs. IYJ2B7C.DE vs. XSXD.DE2B7C.DE vs. 4UBQ.DE2B7C.DE vs. IBCK.DE
Often compared with H4ZF.DE:
H4ZF.DE vs. HNR1.DEH4ZF.DE vs. VUSA.ASH4ZF.DE vs. VUAA.DEH4ZF.DE vs. IVVH4ZF.DE vs. H4ZA.DEH4ZF.DE vs. QDVE.DEH4ZF.DE vs. HWWA.L

2B7C.DE vs. H4ZF.DE - Expense Ratio Comparison

2B7C.DE has a 0.15% expense ratio, which is higher than H4ZF.DE's 0.09% 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%.

2B7C.DE
iShares S&P 500 Industrials Sector UCITS ETF
H4ZF.DE
HSBC S&P 500 UCITS ETF USD

Return for Risk

2B7C.DE vs. H4ZF.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
2B7C.DE
2B7C.DE Risk / Return Rank: 5656
Overall Rank
2B7C.DE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
2B7C.DE Sortino Ratio Rank: 4949
Sortino Ratio Rank
2B7C.DE Omega Ratio Rank: 4949
Omega Ratio Rank
2B7C.DE Calmar Ratio Rank: 7171
Calmar Ratio Rank
2B7C.DE Martin Ratio Rank: 6161
Martin Ratio Rank
H4ZF.DE
H4ZF.DE Risk / Return Rank: 3434
Overall Rank
H4ZF.DE Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
H4ZF.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
H4ZF.DE Omega Ratio Rank: 3030
Omega Ratio Rank
H4ZF.DE Calmar Ratio Rank: 4242
Calmar Ratio Rank
H4ZF.DE Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

2B7C.DE vs. H4ZF.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) and HSBC S&P 500 UCITS ETF USD (H4ZF.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.

2B7C.DEH4ZF.DEDifference

Sharpe ratio

Return per unit of total volatility

0.95

0.59

+0.37

Sortino ratio

Return per unit of downside risk

1.39

0.89

+0.50

Omega ratio

Gain probability vs. loss probability

1.20

1.13

+0.06

Calmar ratio

Return relative to maximum drawdown

1.99

1.20

+0.79

Martin ratio

Return relative to average drawdown

6.45

4.34

+2.11

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

2B7C.DE vs. H4ZF.DE - Sharpe Ratio Comparison

The current 2B7C.DE Sharpe Ratio is 0.95, which is higher than the H4ZF.DE Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of 2B7C.DE and H4ZF.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

2B7C.DEH4ZF.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

0.59

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.78

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.89

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.97

-0.39

Correlation

The correlation between 2B7C.DE and H4ZF.DE is 0.80, 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.

Dividends

2B7C.DE vs. H4ZF.DE - Dividend Comparison

2B7C.DE has not paid dividends to shareholders, while H4ZF.DE's dividend yield for the trailing twelve months is around 0.94%.

TTM20252024202320222021202020192018201720162015
2B7C.DE
iShares S&P 500 Industrials Sector UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
H4ZF.DE
HSBC S&P 500 UCITS ETF USD		0.94%0.95%0.96%1.19%1.32%0.91%2.24%2.98%3.49%3.23%3.29%4.21%

Drawdowns

2B7C.DE vs. H4ZF.DE - Drawdown Comparison

The maximum 2B7C.DE drawdown since its inception was -41.33%, which is greater than H4ZF.DE's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and H4ZF.DE.

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Drawdown Indicators

2B7C.DEH4ZF.DEDifference

Max Drawdown

Largest peak-to-trough decline

-41.33%

-33.82%

-7.51%

Max Drawdown (1Y)

Largest decline over 1 year

-13.86%

-13.42%

-0.44%

Max Drawdown (5Y)

Largest decline over 5 years

-22.66%

-23.32%

+0.66%

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.82%

—

Current Drawdown

Current decline from peak

-6.18%

-5.24%

-0.94%

Average Drawdown

Average peak-to-trough decline

-5.08%

-3.96%

-1.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.75%

2.33%

+0.42%

Volatility

2B7C.DE vs. H4ZF.DE - Volatility Comparison

iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a higher volatility of 5.33% compared to HSBC S&P 500 UCITS ETF USD (H4ZF.DE) at 3.80%. This indicates that 2B7C.DE's price experiences larger fluctuations and is considered to be riskier than H4ZF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

2B7C.DEH4ZF.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

3.80%

+1.53%

Volatility (6M)

Calculated over the trailing 6-month period

10.03%

8.65%

+1.38%

Volatility (1Y)

Calculated over the trailing 1-year period

19.03%

17.20%

+1.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.68%

15.23%

+1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.39%

16.17%

+3.22%