2B7D.DE vs. 36BB.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and 36BB.DE (iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist) are both Consumer Staples Equities funds from iShares - 2B7D.DE tracks the S&P 500 Capped 35/20 Consumer Staples while 36BB.DE tracks the MSCI World Consumer Discretionary. Both are passively managed. Over the past 5 years, 2B7D.DE returned 7.77%/yr vs 4.56%/yr for 36BB.DE. At a 0.30 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.18%/yr for 36BB.DE.
Performance
2B7D.DE vs. 36BB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7D.DE achieves a 7.60% return, which is significantly higher than 36BB.DE's -2.32% return.
2B7D.DE
- 1D
- 0.07%
- 1M
- -1.79%
- YTD
- 7.60%
- 6M
- 6.06%
- 1Y
- 2.02%
- 3Y*
- 5.47%
- 5Y*
- 7.77%
- 10Y*
- —
36BB.DE
- 1D
- 0.28%
- 1M
- -0.46%
- YTD
- -2.32%
- 6M
- -2.30%
- 1Y
- 4.17%
- 3Y*
- 7.40%
- 5Y*
- 4.56%
- 10Y*
- —
2B7D.DE vs. 36BB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 7.60% | -8.12% | 21.83% | -3.82% | 5.50% | 28.07% | -0.37% | 3.21% |
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | -2.32% | -5.30% | 22.34% | 32.38% | -29.45% | 27.78% | 25.24% | 4.44% |
Correlation
The correlation between 2B7D.DE and 36BB.DE is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.30 |
The correlation between 2B7D.DE and 36BB.DE shifts across timeframes, from -0.00 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. 36BB.DE — Risk / Return Rank
2B7D.DE
36BB.DE
2B7D.DE vs. 36BB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.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.
| 2B7D.DE | 36BB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.06 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.28 | -0.26 |
| Martin ratioReturn relative to average drawdown | 0.05 | 0.77 | -0.71 |
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
| 2B7D.DE | 36BB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 0.26 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.23 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.43 | -0.08 |
Drawdowns
2B7D.DE vs. 36BB.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -26.89%, smaller than the maximum 36BB.DE drawdown of -35.03%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and 36BB.DE.
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Drawdown Indicators
| 2B7D.DE | 36BB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.89% | -35.03% | +8.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -15.07% | -1.78% |
Max Drawdown (3Y)Largest decline over 3 years | -16.85% | -27.35% | +10.50% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -32.92% | +16.07% |
Current DrawdownCurrent decline from peak | -9.21% | -11.48% | +2.27% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -10.96% | +2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 5.59% | +3.29% |
Volatility
2B7D.DE vs. 36BB.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 6.09% compared to iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) at 4.81%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than 36BB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7D.DE | 36BB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 4.81% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 12.73% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 16.71% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 19.44% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 20.85% | -3.92% |
2B7D.DE vs. 36BB.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than 36BB.DE's 0.18% 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
2B7D.DE vs. 36BB.DE - Dividend Comparison
2B7D.DE has not paid dividends to shareholders, while 36BB.DE's dividend yield for the trailing twelve months is around 0.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | 0.91% | 0.89% | 1.01% | 0.99% | 1.43% | 0.77% | 1.30% | 0.28% |
Frequently Asked Questions
2B7D.DE and 36BB.DE have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7D.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7D.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for 36BB.DE.
2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while 36BB.DE tracks MSCI World Consumer Discretionary. Their fees differ too: 0.15% for 2B7D.DE and 0.18% for 36BB.DE.
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