2B7C.DE vs. ISPA.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, 2B7C.DE returned 13.22%/yr vs 11.00%/yr for ISPA.DE. A 0.70 correlation means they provide meaningful diversification when combined. 2B7C.DE charges 0.15%/yr vs 0.46%/yr for ISPA.DE.
Performance
2B7C.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 2B7C.DE having a 13.30% return and ISPA.DE slightly higher at 13.48%.
2B7C.DE
- 1D
- -0.23%
- 1M
- 2.46%
- YTD
- 13.30%
- 6M
- 14.07%
- 1Y
- 20.91%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
2B7C.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | -0.20% | 32.19% | -0.63% | 32.20% | -10.13% | 4.44% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 0.32% |
Correlation
The correlation between 2B7C.DE and ISPA.DE is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.70 |
The correlation between 2B7C.DE and ISPA.DE shifts across timeframes, from 0.58 (3 years) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7C.DE vs. ISPA.DE — Risk / Return Rank
2B7C.DE
ISPA.DE
2B7C.DE vs. ISPA.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 iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.62 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 8.10 | -5.76 |
| Martin ratioReturn relative to average drawdown | 7.59 | 28.73 | -21.14 |
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
| 2B7C.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 3.35 | -1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.91 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.68 | -0.07 |
Drawdowns
2B7C.DE vs. ISPA.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.33%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and ISPA.DE.
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Drawdown Indicators
| 2B7C.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.33% | -38.91% | -2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -3.63% | -5.26% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -15.10% | -7.56% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -15.10% | -7.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -0.47% | -1.09% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -4.46% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 1.03% | +1.72% |
Volatility
2B7C.DE vs. ISPA.DE - Volatility Comparison
iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a higher volatility of 3.74% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that 2B7C.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 2.62% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 6.51% | +4.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 8.77% | +5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 12.00% | +4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 14.79% | +4.56% |
2B7C.DE vs. ISPA.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
2B7C.DE vs. ISPA.DE - Dividend Comparison
2B7C.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
2B7C.DE and ISPA.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.46% for ISPA.DE.
2B7C.DE is categorized as Industrials Equities, while ISPA.DE is Global Equities. 2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.15% for 2B7C.DE and 0.46% for ISPA.DE.
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