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

2B7C.DE vs. ITA

Last updated Apr 3, 2026

Compare and contrast key facts about iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) and iShares U.S. Aerospace & Defense ETF (ITA).

2B7C.DE and ITA 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. ITA is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Aerospace & Defense Index. It was launched on May 5, 2006. Both 2B7C.DE and ITA 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. ITA - 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 iShares U.S. Aerospace & Defense ETF (ITA). The values are adjusted to include any dividend payments, if applicable.

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2B7C.DE vs. ITA - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
2B7C.DE
iShares S&P 500 Industrials Sector UCITS ETF		6.73%6.91%23.72%13.89%-0.20%32.19%-0.63%32.20%-10.13%4.44%
ITA
iShares U.S. Aerospace & Defense ETF		5.30%31.00%23.46%10.91%16.78%17.58%-20.70%33.46%-2.86%14.68%
Different Trading Currencies

2B7C.DE is traded in EUR, while ITA is traded in USD. To make them comparable, the ITA values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, 2B7C.DE achieves a 6.73% return, which is significantly higher than ITA's 5.84% return.

2B7C.DE

1D
-0.07%
1M
-5.65%
YTD
6.73%
6M
8.80%
1Y
17.64%
3Y*
16.69%
5Y*
12.57%
10Y*
—

ITA

1D
0.00%
1M
-8.30%
YTD
5.84%
6M
8.28%
1Y
35.98%
3Y*
22.66%
5Y*
17.83%
10Y*
15.41%
*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

iShares U.S. Aerospace & Defense ETF

Often compared with 2B7C.DE:
2B7C.DE vs. DFND2B7C.DE vs. SXR8.DE2B7C.DE vs. IYJ2B7C.DE vs. XSXD.DE2B7C.DE vs. 4UBQ.DE2B7C.DE vs. IBCK.DE2B7C.DE vs. H4ZF.DE
Often compared with ITA:
ITA vs. XARITA vs. PPAITA vs. SHLDITA vs. VOOITA vs. ARKXITA vs. FSDAXITA vs. DFEN

2B7C.DE vs. ITA - Expense Ratio Comparison

2B7C.DE has a 0.15% expense ratio, which is lower than ITA's 0.42% expense ratio.

ITA
iShares U.S. Aerospace & Defense ETF
2B7C.DE
iShares S&P 500 Industrials Sector UCITS ETF

Return for Risk

2B7C.DE vs. ITA — 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: 6060
Overall Rank
2B7C.DE Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
2B7C.DE Sortino Ratio Rank: 4646
Sortino Ratio Rank
2B7C.DE Omega Ratio Rank: 4646
Omega Ratio Rank
2B7C.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
2B7C.DE Martin Ratio Rank: 7777
Martin Ratio Rank
ITA
ITA Risk / Return Rank: 8585
Overall Rank
ITA Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ITA Sortino Ratio Rank: 8787
Sortino Ratio Rank
ITA Omega Ratio Rank: 8484
Omega Ratio Rank
ITA Calmar Ratio Rank: 8484
Calmar Ratio Rank
ITA Martin Ratio Rank: 8383
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. ITA - 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 U.S. Aerospace & Defense ETF (ITA). 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.DEITADifference

Sharpe ratio

Return per unit of total volatility

0.92

1.45

-0.53

Sortino ratio

Return per unit of downside risk

1.36

2.00

-0.64

Omega ratio

Gain probability vs. loss probability

1.19

1.28

-0.09

Calmar ratio

Return relative to maximum drawdown

2.83

2.55

+0.28

Martin ratio

Return relative to average drawdown

9.70

7.78

+1.92

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. ITA - Sharpe Ratio Comparison

The current 2B7C.DE Sharpe Ratio is 0.92, which is lower than the ITA Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of 2B7C.DE and ITA, 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.DEITADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

1.45

-0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.90

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.66

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.52

+0.05

Correlation

The correlation between 2B7C.DE and ITA is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

2B7C.DE vs. ITA - Dividend Comparison

2B7C.DE has not paid dividends to shareholders, while ITA's dividend yield for the trailing twelve months is around 0.48%.

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%
ITA
iShares U.S. Aerospace & Defense ETF		0.48%0.55%0.85%0.93%0.95%0.82%1.07%1.54%1.13%0.91%1.07%1.04%

Drawdowns

2B7C.DE vs. ITA - Drawdown Comparison

The maximum 2B7C.DE drawdown since its inception was -41.33%, smaller than the maximum ITA drawdown of -54.92%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and ITA.

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Drawdown Indicators

2B7C.DEITADifference

Max Drawdown

Largest peak-to-trough decline

-41.33%

-59.72%

+18.39%

Max Drawdown (1Y)

Largest decline over 1 year

-8.89%

-15.82%

+6.93%

Max Drawdown (5Y)

Largest decline over 5 years

-22.66%

-18.72%

-3.94%

Max Drawdown (10Y)

Largest decline over 10 years

—

-51.00%

—

Current Drawdown

Current decline from peak

-6.24%

-11.38%

+5.14%

Average Drawdown

Average peak-to-trough decline

-5.08%

-9.45%

+4.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

4.20%

-1.61%

Volatility

2B7C.DE vs. ITA - Volatility Comparison

The current volatility for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) is 5.33%, while iShares U.S. Aerospace & Defense ETF (ITA) has a volatility of 7.39%. This indicates that 2B7C.DE experiences smaller price fluctuations and is considered to be less risky than ITA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

2B7C.DEITADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

7.39%

-2.06%

Volatility (6M)

Calculated over the trailing 6-month period

10.01%

16.33%

-6.32%

Volatility (1Y)

Calculated over the trailing 1-year period

19.00%

24.85%

-5.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

20.00%

-3.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.39%

23.44%

-4.05%