2B7D.DE vs. SP2D.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and SP2D.DE (Invesco S&P 500 Equal Weight UCITS ETF 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 SP2D.DE is a S&P 500 fund tracking the S&P 500® Equal Weight. Both are passively managed. Over the past 3 years, 2B7D.DE returned 5.47%/yr vs 12.11%/yr for SP2D.DE. At a 0.49 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.20%/yr for SP2D.DE.
Performance
2B7D.DE vs. SP2D.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 SP2D.DE's 10.33% 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*
- —
SP2D.DE
- 1D
- 0.26%
- 1M
- 3.83%
- YTD
- 10.33%
- 6M
- 10.25%
- 1Y
- 18.05%
- 3Y*
- 12.11%
- 5Y*
- —
- 10Y*
- —
2B7D.DE vs. SP2D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 7.60% | -8.12% | 21.83% | -3.82% | 6.22% |
SP2D.DE Invesco S&P 500 Equal Weight UCITS ETF Dist | 10.33% | -0.81% | 18.69% | 10.53% | -1.10% |
Correlation
The correlation between 2B7D.DE and SP2D.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Feb 21, 2022 | 0.49 |
The correlation between 2B7D.DE and SP2D.DE shifts across timeframes, from 0.36 (1 year) to 0.49 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. SP2D.DE — Risk / Return Rank
2B7D.DE
SP2D.DE
2B7D.DE vs. SP2D.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 S&P 500 Equal Weight UCITS ETF Dist (SP2D.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 | SP2D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.29 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 3.47 | -3.44 |
| Martin ratioReturn relative to average drawdown | 0.05 | 10.26 | -10.21 |
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 | SP2D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 1.63 | -1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.57 | -0.21 |
Drawdowns
2B7D.DE vs. SP2D.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -26.89%, which is greater than SP2D.DE's maximum drawdown of -22.69%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and SP2D.DE.
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Drawdown Indicators
| 2B7D.DE | SP2D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.89% | -22.69% | -4.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -5.10% | -11.75% |
Max Drawdown (3Y)Largest decline over 3 years | -16.85% | -22.69% | +5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | — | — |
Current DrawdownCurrent decline from peak | -9.21% | 0.00% | -9.21% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -5.89% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 1.73% | +7.15% |
Volatility
2B7D.DE vs. SP2D.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 6.09% compared to Invesco S&P 500 Equal Weight UCITS ETF Dist (SP2D.DE) at 2.09%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than SP2D.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 | SP2D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 2.09% | +4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 6.83% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 10.83% | +14.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 14.91% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 14.91% | +2.02% |
2B7D.DE vs. SP2D.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than SP2D.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. SP2D.DE - Dividend Comparison
2B7D.DE has not paid dividends to shareholders, while SP2D.DE's dividend yield for the trailing twelve months is around 1.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SP2D.DE Invesco S&P 500 Equal Weight UCITS ETF Dist | 1.28% | 1.39% | 1.34% | 1.49% | 1.54% |
Frequently Asked Questions
2B7D.DE and SP2D.DE have a correlation of 0.36, 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 SP2D.DE.
2B7D.DE is categorized as Consumer Staples Equities, while SP2D.DE is S&P 500. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while SP2D.DE tracks S&P 500® Equal Weight. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.15% for 2B7D.DE and 0.20% for SP2D.DE.
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