2B7D.DE vs. IBCF.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and IBCF.DE (iShares S&P 500 EUR Hedged 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 IBCF.DE is a S&P 500 fund tracking the S&P 500 EUR Hedged Index. Both are passively managed. Over the past 5 years, 2B7D.DE returned 7.77%/yr vs 11.10%/yr for IBCF.DE. At a 0.28 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.20%/yr for IBCF.DE.
Performance
2B7D.DE vs. IBCF.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 lower than IBCF.DE's 8.84% 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*
- —
IBCF.DE
- 1D
- -0.02%
- 1M
- 4.41%
- YTD
- 8.84%
- 6M
- 9.66%
- 1Y
- 24.65%
- 3Y*
- 19.50%
- 5Y*
- 11.10%
- 10Y*
- 12.48%
2B7D.DE vs. IBCF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 32.49% | -6.43% | -11.68% |
IBCF.DE iShares S&P 500 EUR Hedged UCITS ETF (Acc) | 8.84% | 15.42% | 22.97% | 23.21% | -21.83% | 28.51% | 14.47% | 27.13% | -8.40% | 14.25% |
Correlation
The correlation between 2B7D.DE and IBCF.DE is -0.11, 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 | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2017 | 0.28 |
The correlation between 2B7D.DE and IBCF.DE shifts across timeframes, from -0.11 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. IBCF.DE — Risk / Return Rank
2B7D.DE
IBCF.DE
2B7D.DE vs. IBCF.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 S&P 500 EUR Hedged UCITS ETF (Acc) (IBCF.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 | IBCF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.06 | ||
| Sortino ratioReturn per unit of downside risk | -2.83 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.37 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 2.81 | -2.79 |
| Martin ratioReturn relative to average drawdown | 0.05 | 12.07 | -12.02 |
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 | IBCF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 2.08 | -2.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.69 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.72 | -0.37 |
Drawdowns
2B7D.DE vs. IBCF.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -26.89%, smaller than the maximum IBCF.DE drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and IBCF.DE.
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Drawdown Indicators
| 2B7D.DE | IBCF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.89% | -35.06% | +8.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -8.72% | -8.13% |
Max Drawdown (3Y)Largest decline over 3 years | -16.85% | -18.34% | +1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -26.23% | +9.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.06% | — |
Current DrawdownCurrent decline from peak | -9.21% | -0.55% | -8.66% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -4.41% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 2.04% | +6.84% |
Volatility
2B7D.DE vs. IBCF.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 6.09% compared to iShares S&P 500 EUR Hedged UCITS ETF (Acc) (IBCF.DE) at 3.08%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than IBCF.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 | IBCF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 3.08% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 8.63% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 11.79% | +13.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 16.02% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 16.34% | +0.59% |
2B7D.DE vs. IBCF.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than IBCF.DE's 0.20% 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. IBCF.DE - Dividend Comparison
Neither 2B7D.DE nor IBCF.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7D.DE and IBCF.DE have a correlation of -0.11, 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 0.20% for IBCF.DE.
2B7D.DE is categorized as Consumer Staples Equities, while IBCF.DE is S&P 500. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while IBCF.DE tracks S&P 500 EUR Hedged Index. Their fees differ too: 0.15% for 2B7D.DE and 0.20% for IBCF.DE.
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