2B7C.DE vs. XDED.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and XDED.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 2D) are both exchange-traded funds - 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials, while XDED.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index. Both are passively managed. Over the past 3 years, 2B7C.DE returned 18.60%/yr vs 12.11%/yr for XDED.DE. Their correlation of 0.84 suggests significant overlap in exposure. 2B7C.DE charges 0.15%/yr vs 0.20%/yr for XDED.DE.
Performance
2B7C.DE vs. XDED.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 higher than XDED.DE's 10.41% 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*
- —
XDED.DE
- 1D
- 0.26%
- 1M
- 3.92%
- YTD
- 10.41%
- 6M
- 10.28%
- 1Y
- 18.11%
- 3Y*
- 12.11%
- 5Y*
- —
- 10Y*
- —
2B7C.DE vs. XDED.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.75% |
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 10.41% | -0.44% | 18.53% | 10.75% |
Correlation
The correlation between 2B7C.DE and XDED.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2023 | 0.84 |
The correlation between 2B7C.DE and XDED.DE shifts across timeframes, from 0.73 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7C.DE vs. XDED.DE — Risk / Return Rank
2B7C.DE
XDED.DE
2B7C.DE vs. XDED.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 Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.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 | XDED.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.30 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 3.46 | -1.12 |
| Martin ratioReturn relative to average drawdown | 7.59 | 10.28 | -2.68 |
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 | XDED.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.65 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.90 | -0.29 |
Drawdowns
2B7C.DE vs. XDED.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.33%, which is greater than XDED.DE's maximum drawdown of -22.63%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and XDED.DE.
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Drawdown Indicators
| 2B7C.DE | XDED.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.33% | -22.63% | -18.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -5.11% | -3.78% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -22.63% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | — | — |
Current DrawdownCurrent decline from peak | -0.47% | 0.00% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -4.24% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 1.72% | +1.03% |
Volatility
2B7C.DE vs. XDED.DE - Volatility Comparison
iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a higher volatility of 3.74% compared to Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.DE) at 2.08%. This indicates that 2B7C.DE's price experiences larger fluctuations and is considered to be riskier than XDED.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 | XDED.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 2.08% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 6.76% | +4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 10.72% | +3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 13.39% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 13.39% | +5.96% |
2B7C.DE vs. XDED.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than XDED.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. XDED.DE - Dividend Comparison
2B7C.DE has not paid dividends to shareholders, while XDED.DE's dividend yield for the trailing twelve months is around 1.25%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 1.25% | 1.35% | 1.61% | 0.83% |
Frequently Asked Questions
2B7C.DE and XDED.DE have a correlation of 0.73, 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 XDED.DE.
2B7C.DE is categorized as Industrials Equities, while XDED.DE is S&P 500. 2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while XDED.DE tracks S&P 500 Equal Weight Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for 2B7C.DE and 0.20% for XDED.DE.
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