2B7C.DE vs. ZPDI.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and ZPDI.DE (State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc)) are both Industrials Equities funds - 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials while ZPDI.DE tracks the S&P Industrials Select Sector Daily Capped 35/20 Index. Both are passively managed. Over the past 5 years, 2B7C.DE returned 13.94%/yr vs 13.91%/yr for ZPDI.DE. With a 0.99 correlation, they move nearly in lockstep. Both charge a 0.15% expense ratio.
Performance
2B7C.DE vs. ZPDI.DE - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with 2B7C.DE at 18.03% and ZPDI.DE at 18.03%.
2B7C.DE
- 1D
- -0.67%
- 1M
- 1.76%
- 6M
- 12.15%
- YTD
- 18.03%
- 1Y
- 22.15%
- 3Y*
- 18.98%
- 5Y*
- 13.94%
- 10Y*
- —
ZPDI.DE
- 1D
- -0.73%
- 1M
- 1.70%
- 6M
- 12.06%
- YTD
- 18.03%
- 1Y
- 22.04%
- 3Y*
- 18.95%
- 5Y*
- 13.91%
- 10Y*
- 13.05%
2B7C.DE vs. ZPDI.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 | 18.03% | 6.93% | 23.74% | 13.77% | -0.13% | 32.10% | -0.53% | 32.25% | -10.21% | -2.64% |
ZPDI.DE State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc) | 18.03% | 6.82% | 23.74% | 13.82% | -0.16% | 32.11% | -0.48% | 32.04% | -9.77% | 7.16% |
Correlation
The correlation between 2B7C.DE and ZPDI.DE is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.99 |
The correlation between 2B7C.DE and ZPDI.DE has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
2B7C.DE vs. ZPDI.DE — Risk / Return Rank
2B7C.DE
ZPDI.DE
2B7C.DE vs. ZPDI.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 State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc) (ZPDI.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 2B7C.DE | ZPDI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.49 | -0.01 |
| Martin ratioReturn relative to average drawdown | 8.00 | 8.07 | -0.07 |
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Drawdowns
2B7C.DE vs. ZPDI.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.31%, roughly equal to the maximum ZPDI.DE drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and ZPDI.DE.
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Drawdown Indicators
| 2B7C.DE | ZPDI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.31% | -41.62% | +0.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -8.83% | -0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -22.67% | -22.54% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -22.67% | -22.54% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.62% | — |
Current DrawdownCurrent decline from peak | -3.49% | -3.51% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.94% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.72% | +0.04% |
Volatility
2B7C.DE vs. ZPDI.DE - Volatility Comparison
iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) and State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc) (ZPDI.DE) have volatilities of 4.80% and 4.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7C.DE | ZPDI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 4.90% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 11.76% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 15.11% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 16.80% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 20.52% | -0.31% |
2B7C.DE vs. ZPDI.DE - Expense Ratio Comparison
Both 2B7C.DE and ZPDI.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
2B7C.DE vs. ZPDI.DE - Dividend Comparison
Neither 2B7C.DE nor ZPDI.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 1.00, 2B7C.DE and ZPDI.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE and ZPDI.DE have the same expense ratio: 0.15% per year.
2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while ZPDI.DE tracks S&P Industrials Select Sector Daily Capped 35/20 Index. They also come from different issuers: iShares and State Street.
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