2B7C.DE vs. NQSE.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and NQSE.DE (iShares NASDAQ 100 UCITS ETF) are both exchange-traded funds - 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials, while NQSE.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, 2B7C.DE returned 13.22%/yr vs 14.91%/yr for NQSE.DE. A 0.52 correlation means they provide meaningful diversification when combined. 2B7C.DE charges 0.15%/yr vs 0.33%/yr for NQSE.DE.
Performance
2B7C.DE vs. NQSE.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B7C.DE achieves a 13.30% return, which is significantly lower than NQSE.DE's 17.82% return.
2B7C.DE
- 1D
- -0.23%
- 1M
- 0.50%
- YTD
- 13.30%
- 6M
- 14.11%
- 1Y
- 21.18%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
NQSE.DE
- 1D
- -0.77%
- 1M
- 6.66%
- YTD
- 17.82%
- 6M
- 17.09%
- 1Y
- 35.67%
- 3Y*
- 25.27%
- 5Y*
- 14.91%
- 10Y*
- —
2B7C.DE vs. NQSE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -15.61% |
NQSE.DE iShares NASDAQ 100 UCITS ETF | 17.82% | 18.16% | 24.07% | 52.10% | -36.29% | 27.37% | 45.23% | 35.67% | -15.98% |
Correlation
The correlation between 2B7C.DE and NQSE.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2018 | 0.52 |
The correlation between 2B7C.DE and NQSE.DE has been stable across timeframes, ranging from 0.46 to 0.52 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
2B7C.DE vs. NQSE.DE — Risk / Return Rank
2B7C.DE
NQSE.DE
2B7C.DE vs. NQSE.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 NASDAQ 100 UCITS ETF (NQSE.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 | NQSE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.39 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 3.08 | -0.74 |
| Martin ratioReturn relative to average drawdown | 7.59 | 10.77 | -3.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| 2B7C.DE | NQSE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 2.28 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.71 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.82 | -0.21 |
Drawdowns
2B7C.DE vs. NQSE.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.33%, which is greater than NQSE.DE's maximum drawdown of -37.67%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and NQSE.DE.
Loading charts...
Drawdown Indicators
| 2B7C.DE | NQSE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.33% | -37.67% | -3.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -11.87% | +2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -22.40% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -37.67% | +15.01% |
Current DrawdownCurrent decline from peak | -0.47% | -0.84% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -8.56% | +3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.40% | -0.65% |
Volatility
2B7C.DE vs. NQSE.DE - Volatility Comparison
The current volatility for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) is 3.74%, while iShares NASDAQ 100 UCITS ETF (NQSE.DE) has a volatility of 4.75%. This indicates that 2B7C.DE experiences smaller price fluctuations and is considered to be less risky than NQSE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7C.DE | NQSE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 4.75% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 11.99% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 16.05% | -1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 20.91% | -4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 21.54% | -2.19% |
2B7C.DE vs. NQSE.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than NQSE.DE's 0.33% expense ratio.
Dividends
2B7C.DE vs. NQSE.DE - Dividend Comparison
Neither 2B7C.DE nor NQSE.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7C.DE and NQSE.DE have a correlation of 0.48, 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 0.33% for NQSE.DE.
2B7C.DE is categorized as Industrials Equities, while NQSE.DE is Nasdaq-100. 2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while NQSE.DE tracks NASDAQ-100 Index. Their fees differ too: 0.15% for 2B7C.DE and 0.33% for NQSE.DE.
Find the right allocation for 2B7C.DE and NQSE.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer