2B7D.DE vs. IQQH.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and IQQH.DE (iShares Global Clean Energy 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 IQQH.DE is a Energy Equities fund tracking the S&P Global Clean Energy. Both are passively managed. Over the past 5 years, 2B7D.DE returned 8.94%/yr vs -1.23%/yr for IQQH.DE. At a 0.18 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.65%/yr for IQQH.DE.
Performance
2B7D.DE vs. IQQH.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 lower than IQQH.DE's 23.10% 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*
- —
IQQH.DE
- 1D
- -2.25%
- 1M
- -12.69%
- YTD
- 23.10%
- 6M
- 23.40%
- 1Y
- 56.06%
- 3Y*
- 3.16%
- 5Y*
- -1.23%
- 10Y*
- 10.07%
2B7D.DE vs. IQQH.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 | 13.13% | -8.12% | 21.75% | -3.80% | 5.44% | 28.07% | -0.37% | 29.93% | -4.54% | -11.62% |
IQQH.DE iShares Global Clean Energy UCITS ETF USD (Dist) | 23.10% | 29.63% | -21.56% | -22.41% | 0.55% | -18.08% | 117.29% | 47.44% | -4.63% | 0.90% |
Correlation
The correlation between 2B7D.DE and IQQH.DE is -0.18, 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 | -0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.18 |
The correlation between 2B7D.DE and IQQH.DE shifts across timeframes, from -0.18 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. IQQH.DE — Risk / Return Rank
2B7D.DE
IQQH.DE
2B7D.DE vs. IQQH.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 Global Clean Energy UCITS ETF USD (Dist) (IQQH.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 | IQQH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.35 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 3.78 | -2.45 |
| Martin ratioReturn relative to average drawdown | 2.93 | 11.85 | -8.93 |
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Drawdowns
2B7D.DE vs. IQQH.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -27.26%, smaller than the maximum IQQH.DE drawdown of -87.02%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and IQQH.DE.
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Drawdown Indicators
| 2B7D.DE | IQQH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.26% | -87.02% | +59.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -14.78% | +6.00% |
Max Drawdown (3Y)Largest decline over 3 years | -15.57% | -43.32% | +27.75% |
Max Drawdown (5Y)Largest decline over 5 years | -15.57% | -57.98% | +42.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.20% | — |
Current DrawdownCurrent decline from peak | -3.14% | -42.76% | +39.62% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -63.52% | +55.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 4.72% | -0.73% |
Volatility
2B7D.DE vs. IQQH.DE - Volatility Comparison
The current volatility for iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) is 5.07%, while iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) has a volatility of 9.95%. This indicates that 2B7D.DE experiences smaller price fluctuations and is considered to be less risky than IQQH.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 | IQQH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 9.95% | -4.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 20.24% | -8.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 26.05% | -11.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.48% | 25.02% | -11.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.59% | 25.15% | -9.56% |
2B7D.DE vs. IQQH.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than IQQH.DE's 0.65% expense ratio.
Dividends
2B7D.DE vs. IQQH.DE - Dividend Comparison
2B7D.DE has not paid dividends to shareholders, while IQQH.DE's dividend yield for the trailing twelve months is around 0.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
IQQH.DE iShares Global Clean Energy UCITS ETF USD (Dist) | 0.91% | 1.33% | 1.24% | 0.80% | 0.53% | 0.73% | 0.49% | 1.56% | 2.87% | 2.88% | 2.81% | 2.60% |
Frequently Asked Questions
2B7D.DE and IQQH.DE have a correlation of -0.18, 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 0.65% for IQQH.DE.
2B7D.DE is categorized as Consumer Staples Equities, while IQQH.DE is Energy Equities. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while IQQH.DE tracks S&P Global Clean Energy. Their fees differ too: 0.15% for 2B7D.DE and 0.65% for IQQH.DE.
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