2B7D.DE vs. SC03.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and SC03.DE (Invesco European Food & Bev Sector UCITS ETF) are both Consumer Staples Equities funds - 2B7D.DE tracks the S&P 500 Capped 35/20 Consumer Staples while SC03.DE tracks the STOXX® Europe 600 Optimised Food & Beverage. Both are passively managed. Over the past 5 years, 2B7D.DE returned 7.77%/yr vs -3.59%/yr for SC03.DE. At a 0.42 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.20%/yr for SC03.DE.
Performance
2B7D.DE vs. SC03.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 higher than SC03.DE's -0.07% 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*
- —
SC03.DE
- 1D
- -0.61%
- 1M
- -2.75%
- YTD
- -0.07%
- 6M
- 0.34%
- 1Y
- -9.27%
- 3Y*
- -5.12%
- 5Y*
- -3.59%
- 10Y*
- 0.85%
2B7D.DE vs. SC03.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% |
SC03.DE Invesco European Food & Bev Sector UCITS ETF | -0.07% | -1.70% | -9.00% | -1.71% | -13.43% | 21.05% | -7.83% | 28.17% | -8.47% | 7.63% |
Correlation
The correlation between 2B7D.DE and SC03.DE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2017 | 0.42 |
The correlation between 2B7D.DE and SC03.DE shifts across timeframes, from 0.39 (3 years) to 0.50 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. SC03.DE — Risk / Return Rank
2B7D.DE
SC03.DE
2B7D.DE vs. SC03.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 European Food & Bev Sector UCITS ETF (SC03.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 | SC03.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.90 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.76 | +0.79 |
| Martin ratioReturn relative to average drawdown | 0.05 | -1.20 | +1.26 |
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 | SC03.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | -0.69 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | -0.25 | +0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.06 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.47 | -0.12 |
Drawdowns
2B7D.DE vs. SC03.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -26.89%, smaller than the maximum SC03.DE drawdown of -32.59%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and SC03.DE.
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Drawdown Indicators
| 2B7D.DE | SC03.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.89% | -32.59% | +5.70% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -13.56% | -3.29% |
Max Drawdown (3Y)Largest decline over 3 years | -16.85% | -20.32% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -28.71% | +11.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.59% | — |
Current DrawdownCurrent decline from peak | -9.21% | -25.29% | +16.08% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -8.30% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 8.58% | +0.30% |
Volatility
2B7D.DE vs. SC03.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 6.09% compared to Invesco European Food & Bev Sector UCITS ETF (SC03.DE) at 5.15%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than SC03.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 | SC03.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 5.15% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 11.64% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 15.09% | +10.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 14.14% | +2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 14.83% | +2.10% |
2B7D.DE vs. SC03.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than SC03.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. SC03.DE - Dividend Comparison
Neither 2B7D.DE nor SC03.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7D.DE and SC03.DE have a correlation of 0.50, 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 SC03.DE.
2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while SC03.DE tracks STOXX® Europe 600 Optimised Food & Beverage. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.15% for 2B7D.DE and 0.20% for SC03.DE.
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