2B7D.DE vs. EQQB.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and EQQB.DE (Invesco EQQQ Nasdaq-100 UCITS ETF Acc) are both exchange-traded funds - 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples, while EQQB.DE is a Nasdaq-100 fund tracking the Nasdaq 100®. Both are passively managed. Over the past 3 years, 2B7D.DE returned 8.41%/yr vs 22.75%/yr for EQQB.DE. At a 0.17 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.30%/yr for EQQB.DE.
Performance
2B7D.DE vs. EQQB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7D.DE achieves a 13.89% return, which is significantly lower than EQQB.DE's 17.83% return.
2B7D.DE
- 1D
- 1.23%
- 1M
- 2.62%
- 6M
- 7.51%
- YTD
- 13.89%
- 1Y
- 10.95%
- 3Y*
- 8.41%
- 5Y*
- 8.28%
- 10Y*
- —
EQQB.DE
- 1D
- 0.00%
- 1M
- -1.61%
- 6M
- 15.99%
- YTD
- 17.83%
- 1Y
- 28.69%
- 3Y*
- 22.75%
- 5Y*
- —
- 10Y*
- —
2B7D.DE vs. EQQB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 13.89% | -8.12% | 21.75% | -3.80% | 7.92% |
EQQB.DE Invesco EQQQ Nasdaq-100 UCITS ETF Acc | 17.83% | 6.93% | 33.67% | 51.27% | -18.68% |
Correlation
The correlation between 2B7D.DE and EQQB.DE is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Feb 18, 2022 | 0.17 |
The correlation between 2B7D.DE and EQQB.DE shifts across timeframes, from -0.23 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. EQQB.DE — Risk / Return Rank
2B7D.DE
EQQB.DE
2B7D.DE vs. EQQB.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 Invesco EQQQ Nasdaq-100 UCITS ETF Acc (EQQB.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 | EQQB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.30 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.86 | -1.62 |
| Martin ratioReturn relative to average drawdown | 2.69 | 8.22 | -5.53 |
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Drawdowns
2B7D.DE vs. EQQB.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -27.26%, roughly equal to the maximum EQQB.DE drawdown of -26.59%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and EQQB.DE.
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Drawdown Indicators
| 2B7D.DE | EQQB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.26% | -26.59% | -0.67% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -10.08% | +1.30% |
Max Drawdown (3Y)Largest decline over 3 years | -15.57% | -26.59% | +11.02% |
Max Drawdown (5Y)Largest decline over 5 years | -15.57% | — | — |
Current DrawdownCurrent decline from peak | -2.49% | -3.53% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -6.65% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 3.50% | +0.56% |
Volatility
2B7D.DE vs. EQQB.DE - Volatility Comparison
The current volatility for iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) is 5.23%, while Invesco EQQQ Nasdaq-100 UCITS ETF Acc (EQQB.DE) has a volatility of 5.59%. This indicates that 2B7D.DE experiences smaller price fluctuations and is considered to be less risky than EQQB.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 | EQQB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 5.59% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.26% | 12.54% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.85% | 17.14% | -2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 20.05% | -6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 20.05% | -4.43% |
2B7D.DE vs. EQQB.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than EQQB.DE's 0.30% expense ratio.
Dividends
2B7D.DE vs. EQQB.DE - Dividend Comparison
Neither 2B7D.DE nor EQQB.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7D.DE and EQQB.DE have a correlation of -0.23, 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 0.30% for EQQB.DE.
2B7D.DE is categorized as Consumer Staples Equities, while EQQB.DE is Nasdaq-100. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while EQQB.DE tracks Nasdaq 100®. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.15% for 2B7D.DE and 0.30% for EQQB.DE.
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