2B7C.DE vs. ZPRG.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and ZPRG.DE (SPDR S&P Global Dividend Aristocrats UCITS) are both exchange-traded funds - 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials, while ZPRG.DE is a Global Equity Income fund tracking the S&P Global Dividend Aristocrats Quality Income Index. Both are passively managed. Over the past 5 years, 2B7C.DE returned 13.94%/yr vs 7.92%/yr for ZPRG.DE. A 0.70 correlation means they provide meaningful diversification when combined. 2B7C.DE charges 0.15%/yr vs 0.45%/yr for ZPRG.DE.
Performance
2B7C.DE vs. ZPRG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7C.DE achieves a 18.03% return, which is significantly higher than ZPRG.DE's 13.18% return.
2B7C.DE
- 1D
- -0.67%
- 1M
- 1.76%
- 6M
- 12.15%
- YTD
- 18.03%
- 1Y
- 22.15%
- 3Y*
- 18.98%
- 5Y*
- 13.94%
- 10Y*
- —
ZPRG.DE
- 1D
- 0.72%
- 1M
- 3.42%
- 6M
- 9.86%
- YTD
- 13.18%
- 1Y
- 19.22%
- 3Y*
- 14.02%
- 5Y*
- 7.92%
- 10Y*
- 6.19%
2B7C.DE vs. ZPRG.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% |
ZPRG.DE SPDR S&P Global Dividend Aristocrats UCITS | 13.18% | 5.03% | 13.19% | 3.49% | -1.05% | 25.02% | -17.50% | 23.66% | -5.29% | 1.70% |
Correlation
The correlation between 2B7C.DE and ZPRG.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.70 |
Over the past year, the correlation between 2B7C.DE and ZPRG.DE has dropped to 0.37 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
2B7C.DE vs. ZPRG.DE — Risk / Return Rank
2B7C.DE
ZPRG.DE
2B7C.DE vs. ZPRG.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 SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.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 | ZPRG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 3.53 | -1.05 |
| Martin ratioReturn relative to average drawdown | 8.00 | 11.50 | -3.51 |
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Drawdowns
2B7C.DE vs. ZPRG.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.31%, roughly equal to the maximum ZPRG.DE drawdown of -42.07%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and ZPRG.DE.
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Drawdown Indicators
| 2B7C.DE | ZPRG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.31% | -42.07% | +0.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -5.42% | -3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -22.67% | -17.07% | -5.60% |
Max Drawdown (5Y)Largest decline over 5 years | -22.67% | -18.48% | -4.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.07% | — |
Current DrawdownCurrent decline from peak | -3.49% | 0.00% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -6.54% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 1.67% | +1.09% |
Volatility
2B7C.DE vs. ZPRG.DE - Volatility Comparison
iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a higher volatility of 4.80% compared to SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE) at 2.36%. This indicates that 2B7C.DE's price experiences larger fluctuations and is considered to be riskier than ZPRG.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 | ZPRG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 2.36% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 6.60% | +5.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 9.29% | +5.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 12.38% | +4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 14.81% | +5.40% |
2B7C.DE vs. ZPRG.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than ZPRG.DE's 0.45% expense ratio.
Dividends
2B7C.DE vs. ZPRG.DE - Dividend Comparison
2B7C.DE has not paid dividends to shareholders, while ZPRG.DE's dividend yield for the trailing twelve months is around 3.68%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZPRG.DE SPDR S&P Global Dividend Aristocrats UCITS | 3.68% | 4.25% | 3.73% | 4.22% | 4.49% | 3.58% | 3.98% | 3.44% | 3.95% | 3.36% | 3.62% | 3.80% |
Frequently Asked Questions
2B7C.DE and ZPRG.DE have a correlation of 0.37, 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 0.45% for ZPRG.DE.
2B7C.DE is categorized as Industrials Equities, while ZPRG.DE is Global Equity Income. 2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while ZPRG.DE tracks S&P Global Dividend Aristocrats Quality Income Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.15% for 2B7C.DE and 0.45% for ZPRG.DE.
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