2B7C.DE vs. LBRE.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and LBRE.DE (Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc) are both Industrials Equities funds - 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials while LBRE.DE tracks the STOXX® Europe 600 Basic Resources. Both are passively managed. Over the past 5 years, 2B7C.DE returned 13.22%/yr vs 11.64%/yr for LBRE.DE. At a 0.43 correlation, their price movements are largely independent. 2B7C.DE charges 0.15%/yr vs 0.30%/yr for LBRE.DE.
Performance
2B7C.DE vs. LBRE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7C.DE achieves a 13.30% return, which is significantly lower than LBRE.DE's 32.03% return.
2B7C.DE
- 1D
- -0.23%
- 1M
- 2.46%
- YTD
- 13.30%
- 6M
- 14.07%
- 1Y
- 20.91%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
LBRE.DE
- 1D
- -0.97%
- 1M
- 10.22%
- YTD
- 32.03%
- 6M
- 41.45%
- 1Y
- 81.06%
- 3Y*
- 19.81%
- 5Y*
- 11.64%
- 10Y*
- 16.21%
2B7C.DE vs. LBRE.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% |
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 32.03% | 33.09% | -8.87% | -2.42% | 9.41% | 26.55% | 13.06% | 22.34% | -12.39% | 13.28% |
Correlation
The correlation between 2B7C.DE and LBRE.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.43 |
The correlation between 2B7C.DE and LBRE.DE shifts across timeframes, from 0.31 (3 years) to 0.43 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7C.DE vs. LBRE.DE — Risk / Return Rank
2B7C.DE
LBRE.DE
2B7C.DE vs. LBRE.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 Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.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 | LBRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.50 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 4.71 | -2.37 |
| Martin ratioReturn relative to average drawdown | 7.59 | 18.65 | -11.06 |
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 | LBRE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 3.15 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.44 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.17 | +0.43 |
Drawdowns
2B7C.DE vs. LBRE.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.33%, smaller than the maximum LBRE.DE drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and LBRE.DE.
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Drawdown Indicators
| 2B7C.DE | LBRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.33% | -74.21% | +32.88% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -17.12% | +8.23% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -33.23% | +10.57% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -37.22% | +14.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.32% | — |
Current DrawdownCurrent decline from peak | -0.47% | -2.86% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -31.35% | +26.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 4.26% | -1.51% |
Volatility
2B7C.DE vs. LBRE.DE - Volatility Comparison
The current volatility for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) is 3.74%, while Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) has a volatility of 9.86%. This indicates that 2B7C.DE experiences smaller price fluctuations and is considered to be less risky than LBRE.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 | LBRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 9.86% | -6.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 21.55% | -10.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 25.64% | -11.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 26.23% | -9.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 28.67% | -9.32% |
2B7C.DE vs. LBRE.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than LBRE.DE's 0.30% expense ratio.
Dividends
2B7C.DE vs. LBRE.DE - Dividend Comparison
Neither 2B7C.DE nor LBRE.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7C.DE and LBRE.DE have a correlation of 0.38, 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 0.30% for LBRE.DE.
2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while LBRE.DE tracks STOXX® Europe 600 Basic Resources. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for 2B7C.DE and 0.30% for LBRE.DE.
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