2B7C.DE vs. IYJ
Compare and contrast key facts about iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) and iShares U.S. Industrials ETF (IYJ).
2B7C.DE and IYJ 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. IYJ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Industrials Index. It was launched on Jul 14, 2000. Both 2B7C.DE and IYJ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7C.DE or IYJ.
Correlation
The correlation between 2B7C.DE and IYJ is 0.64, 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.
Performance
2B7C.DE vs. IYJ - Performance Comparison
Key characteristics
2B7C.DE:
1.89
IYJ:
1.61
2B7C.DE:
2.87
IYJ:
2.30
2B7C.DE:
1.37
IYJ:
1.29
2B7C.DE:
3.72
IYJ:
3.04
2B7C.DE:
12.30
IYJ:
8.73
2B7C.DE:
2.13%
IYJ:
2.49%
2B7C.DE:
13.75%
IYJ:
13.52%
2B7C.DE:
-41.33%
IYJ:
-61.97%
2B7C.DE:
-5.94%
IYJ:
-5.90%
Returns By Period
In the year-to-date period, 2B7C.DE achieves a 25.71% return, which is significantly higher than IYJ's 19.19% return.
2B7C.DE
25.71%
-1.91%
12.66%
26.92%
13.14%
N/A
IYJ
19.19%
-2.55%
12.25%
20.36%
11.18%
10.95%
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2B7C.DE vs. IYJ - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than IYJ's 0.42% expense ratio.
Risk-Adjusted Performance
2B7C.DE vs. IYJ - Risk-Adjusted Performance 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. Industrials ETF (IYJ). 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.
Dividends
2B7C.DE vs. IYJ - Dividend Comparison
2B7C.DE has not paid dividends to shareholders, while IYJ's dividend yield for the trailing twelve months is around 0.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IYJ iShares U.S. Industrials ETF | 0.87% | 1.05% | 1.05% | 0.76% | 1.01% | 1.32% | 1.43% | 1.29% | 1.38% | 1.53% | 1.46% | 1.14% |
Drawdowns
2B7C.DE vs. IYJ - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.33%, smaller than the maximum IYJ drawdown of -61.97%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and IYJ. For additional features, visit the drawdowns tool.
Volatility
2B7C.DE vs. IYJ - Volatility Comparison
The current volatility for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) is 3.75%, while iShares U.S. Industrials ETF (IYJ) has a volatility of 4.19%. This indicates that 2B7C.DE experiences smaller price fluctuations and is considered to be less risky than IYJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.