2B7C.DE vs. SXRV.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials, while SXRV.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 18.67%/yr for SXRV.DE. A 0.60 correlation means they provide meaningful diversification when combined. 2B7C.DE charges 0.15%/yr vs 0.36%/yr for SXRV.DE.
Performance
2B7C.DE vs. SXRV.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 SXRV.DE's 20.57% 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*
- —
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
2B7C.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 8.54% |
Correlation
The correlation between 2B7C.DE and SXRV.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.60 |
The correlation between 2B7C.DE and SXRV.DE has been stable across timeframes, ranging from 0.55 to 0.60 - a consistent structural relationship.
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Return for Risk
2B7C.DE vs. SXRV.DE — Risk / Return Rank
2B7C.DE
SXRV.DE
2B7C.DE vs. SXRV.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 USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.42 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 3.75 | -1.41 |
| Martin ratioReturn relative to average drawdown | 7.59 | 11.16 | -3.57 |
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 | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 2.40 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.93 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.91 | -0.30 |
Drawdowns
2B7C.DE vs. SXRV.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.33%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and SXRV.DE.
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Drawdown Indicators
| 2B7C.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.33% | -32.80% | -8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -10.03% | +1.14% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -26.69% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -31.33% | +8.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -0.47% | -0.83% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -6.56% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.38% | -0.63% |
Volatility
2B7C.DE vs. SXRV.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 USD (Acc) (SXRV.DE) has a volatility of 4.26%. This indicates that 2B7C.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 4.26% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 10.98% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 15.67% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 19.84% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 19.65% | -0.30% |
2B7C.DE vs. SXRV.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
2B7C.DE vs. SXRV.DE - Dividend Comparison
Neither 2B7C.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7C.DE and SXRV.DE have a correlation of 0.55, 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 0.36% for SXRV.DE.
2B7C.DE is categorized as Industrials Equities, while SXRV.DE is Nasdaq-100. 2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.15% for 2B7C.DE and 0.36% for SXRV.DE.
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