2B7C.DE vs. IUSQ.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials, while IUSQ.DE is a Global Equities fund tracking the MSCI All Country World (ACWI). Both are passively managed. Over the past 5 years, 2B7C.DE returned 13.22%/yr vs 12.42%/yr for IUSQ.DE. A 0.79 correlation means they provide meaningful diversification when combined. 2B7C.DE charges 0.15%/yr vs 0.20%/yr for IUSQ.DE.
Performance
2B7C.DE vs. IUSQ.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with 2B7C.DE having a 13.30% return and IUSQ.DE slightly lower at 12.65%.
2B7C.DE
- 1D
- -0.23%
- 1M
- 0.50%
- YTD
- 13.30%
- 6M
- 14.11%
- 1Y
- 21.18%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
IUSQ.DE
- 1D
- -0.23%
- 1M
- 3.68%
- YTD
- 12.65%
- 6M
- 12.87%
- 1Y
- 26.39%
- 3Y*
- 17.93%
- 5Y*
- 12.42%
- 10Y*
- 12.38%
2B7C.DE vs. IUSQ.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% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -5.97% | 4.89% |
Correlation
The correlation between 2B7C.DE and IUSQ.DE is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.79 |
The correlation between 2B7C.DE and IUSQ.DE has been stable across timeframes, ranging from 0.70 to 0.79 - a consistent structural relationship.
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Return for Risk
2B7C.DE vs. IUSQ.DE — Risk / Return Rank
2B7C.DE
IUSQ.DE
2B7C.DE vs. IUSQ.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 MSCI ACWI UCITS ETF (Acc) (IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.43 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 4.08 | -1.74 |
| Martin ratioReturn relative to average drawdown | 7.59 | 16.69 | -9.10 |
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 | IUSQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 2.31 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.88 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.76 | -0.16 |
Drawdowns
2B7C.DE vs. IUSQ.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.33%, which is greater than IUSQ.DE's maximum drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and IUSQ.DE.
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Drawdown Indicators
| 2B7C.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.33% | -33.60% | -7.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -6.48% | -2.41% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -21.25% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -21.25% | -1.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.60% | — |
Current DrawdownCurrent decline from peak | -0.47% | -0.55% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -4.19% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 1.59% | +1.16% |
Volatility
2B7C.DE vs. IUSQ.DE - Volatility Comparison
iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a higher volatility of 3.74% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that 2B7C.DE's price experiences larger fluctuations and is considered to be riskier than IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.03% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 8.26% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 11.47% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 13.94% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 15.02% | +4.33% |
2B7C.DE vs. IUSQ.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than IUSQ.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
2B7C.DE vs. IUSQ.DE - Dividend Comparison
Neither 2B7C.DE nor IUSQ.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7C.DE and IUSQ.DE have a correlation of 0.70, 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 0.20% for IUSQ.DE.
2B7C.DE is categorized as Industrials Equities, while IUSQ.DE is Global Equities. 2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.15% for 2B7C.DE and 0.20% for IUSQ.DE.
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