2B7D.DE vs. QQQ
Compare and contrast key facts about iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) and Invesco QQQ (QQQ).
2B7D.DE and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7D.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Consumer Staples. It was launched on Mar 20, 2017. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both 2B7D.DE and QQQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7D.DE or QQQ.
Correlation
The correlation between 2B7D.DE and QQQ is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
2B7D.DE vs. QQQ - Performance Comparison
Key characteristics
2B7D.DE:
0.51
QQQ:
0.47
2B7D.DE:
0.79
QQQ:
0.81
2B7D.DE:
1.10
QQQ:
1.11
2B7D.DE:
0.52
QQQ:
0.51
2B7D.DE:
1.70
QQQ:
1.67
2B7D.DE:
4.14%
QQQ:
6.93%
2B7D.DE:
13.45%
QQQ:
25.14%
2B7D.DE:
-23.30%
QQQ:
-82.98%
2B7D.DE:
-8.80%
QQQ:
-9.36%
Returns By Period
In the year-to-date period, 2B7D.DE achieves a -2.23% return, which is significantly higher than QQQ's -4.34% return.
2B7D.DE
-2.23%
1.61%
1.01%
6.96%
10.09%
N/A
QQQ
-4.34%
17.36%
-4.62%
11.64%
17.57%
17.21%
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2B7D.DE vs. QQQ - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than QQQ'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%.
Risk-Adjusted Performance
2B7D.DE vs. QQQ — Risk-Adjusted Performance Rank
2B7D.DE
QQQ
2B7D.DE vs. QQQ - Risk-Adjusted Performance 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 QQQ (QQQ). 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.
Dividends
2B7D.DE vs. QQQ - Dividend Comparison
2B7D.DE has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.61%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
QQQ Invesco QQQ | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
2B7D.DE vs. QQQ - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -23.30%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and QQQ. For additional features, visit the drawdowns tool.
Volatility
2B7D.DE vs. QQQ - Volatility Comparison
The current volatility for iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) is 6.78%, while Invesco QQQ (QQQ) has a volatility of 13.83%. This indicates that 2B7D.DE experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.