2B7D.DE vs. 6TVM.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and 6TVM.DE (Amundi Core S&P 500 Swap UCITS ETF USD Dist) are both exchange-traded funds - 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples, while 6TVM.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, 2B7D.DE returned 8.94%/yr vs 14.07%/yr for 6TVM.DE. At a 0.42 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.05%/yr for 6TVM.DE.
Performance
2B7D.DE vs. 6TVM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7D.DE achieves a 13.13% return, which is significantly higher than 6TVM.DE's 10.74% return.
2B7D.DE
- 1D
- 0.79%
- 1M
- 1.93%
- YTD
- 13.13%
- 6M
- 13.99%
- 1Y
- 11.72%
- 3Y*
- 7.61%
- 5Y*
- 8.94%
- 10Y*
- —
6TVM.DE
- 1D
- -0.19%
- 1M
- 0.26%
- YTD
- 10.74%
- 6M
- 11.05%
- 1Y
- 24.91%
- 3Y*
- 19.10%
- 5Y*
- 14.07%
- 10Y*
- —
2B7D.DE vs. 6TVM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 13.13% | -8.12% | 21.75% | -3.80% | 5.44% | 28.07% | -0.55% |
6TVM.DE Amundi Core S&P 500 Swap UCITS ETF USD Dist | 10.74% | 4.87% | 32.69% | 22.58% | -14.12% | 41.00% | 4.69% |
Correlation
The correlation between 2B7D.DE and 6TVM.DE is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Sep 4, 2020 | 0.42 |
The correlation between 2B7D.DE and 6TVM.DE shifts across timeframes, from -0.02 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. 6TVM.DE — Risk / Return Rank
2B7D.DE
6TVM.DE
2B7D.DE vs. 6TVM.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 Amundi Core S&P 500 Swap UCITS ETF USD Dist (6TVM.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.
| 2B7D.DE | 6TVM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.38 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 3.49 | -2.16 |
| Martin ratioReturn relative to average drawdown | 2.93 | 12.31 | -9.38 |
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Drawdowns
2B7D.DE vs. 6TVM.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -27.26%, which is greater than 6TVM.DE's maximum drawdown of -23.37%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and 6TVM.DE.
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Drawdown Indicators
| 2B7D.DE | 6TVM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.26% | -23.37% | -3.89% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -7.10% | -1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -15.57% | -23.37% | +7.80% |
Max Drawdown (5Y)Largest decline over 5 years | -15.57% | -23.37% | +7.80% |
Current DrawdownCurrent decline from peak | -3.14% | -1.10% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -4.02% | -4.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 2.02% | +1.97% |
Volatility
2B7D.DE vs. 6TVM.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 5.07% compared to Amundi Core S&P 500 Swap UCITS ETF USD Dist (6TVM.DE) at 3.33%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than 6TVM.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 | 6TVM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 3.33% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 8.03% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 11.94% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.48% | 15.26% | -1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.59% | 15.22% | +0.37% |
2B7D.DE vs. 6TVM.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is higher than 6TVM.DE's 0.05% expense ratio. However, 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. 6TVM.DE - Dividend Comparison
2B7D.DE has not paid dividends to shareholders, while 6TVM.DE's dividend yield for the trailing twelve months is around 0.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
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% |
6TVM.DE Amundi Core S&P 500 Swap UCITS ETF USD Dist | 0.90% | 1.00% | 1.28% | 1.03% | 2.12% | 1.08% | 0.61% |
Frequently Asked Questions
2B7D.DE and 6TVM.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 6TVM.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
6TVM.DE is cheaper with a 0.05% expense ratio, compared with 0.15% for 2B7D.DE.
2B7D.DE is categorized as Consumer Staples Equities, while 6TVM.DE is S&P 500. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while 6TVM.DE tracks S&P 500 Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for 2B7D.DE and 0.05% for 6TVM.DE.
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