2B7D.DE vs. SPPE.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and SPPE.DE (SPDR S&P 500 UCITS ETF EUR Hedged Accumulating) are both exchange-traded funds - 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples, while SPPE.DE is a S&P 500 fund tracking the S&P 500 EUR Dynamic Hedged Index. Both are passively managed. Over the past 5 years, 2B7D.DE returned 8.28%/yr vs 10.18%/yr for SPPE.DE. At a 0.31 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.12%/yr for SPPE.DE.
Performance
2B7D.DE vs. SPPE.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B7D.DE achieves a 13.89% return, which is significantly higher than SPPE.DE's 7.47% return.
2B7D.DE
- 1D
- 1.23%
- 1M
- 2.62%
- 6M
- 7.51%
- YTD
- 13.89%
- 1Y
- 10.95%
- 3Y*
- 8.41%
- 5Y*
- 8.28%
- 10Y*
- —
SPPE.DE
- 1D
- -1.25%
- 1M
- -0.66%
- 6M
- 6.71%
- YTD
- 7.47%
- 1Y
- 17.36%
- 3Y*
- 17.01%
- 5Y*
- 10.18%
- 10Y*
- —
2B7D.DE vs. SPPE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 13.89% | -8.12% | 21.75% | -3.80% | 5.44% | 28.07% | -0.37% | 29.93% | -7.88% |
SPPE.DE SPDR S&P 500 UCITS ETF EUR Hedged Accumulating | 7.47% | 15.32% | 23.27% | 23.16% | -21.71% | 28.53% | 15.02% | 27.80% | -8.05% |
Correlation
The correlation between 2B7D.DE and SPPE.DE is -0.22, 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 | -0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2018 | 0.31 |
The correlation between 2B7D.DE and SPPE.DE shifts across timeframes, from -0.22 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
2B7D.DE vs. SPPE.DE — Risk / Return Rank
2B7D.DE
SPPE.DE
2B7D.DE vs. SPPE.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 SPDR S&P 500 UCITS ETF EUR Hedged Accumulating (SPPE.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 | SPPE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.26 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.99 | -0.75 |
| Martin ratioReturn relative to average drawdown | 2.69 | 8.00 | -5.31 |
Loading charts...
Drawdowns
2B7D.DE vs. SPPE.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -27.26%, smaller than the maximum SPPE.DE drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and SPPE.DE.
Loading charts...
Drawdown Indicators
| 2B7D.DE | SPPE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.26% | -34.33% | +7.07% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -8.68% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -15.57% | -18.40% | +2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -15.57% | -26.10% | +10.53% |
Current DrawdownCurrent decline from peak | -2.49% | -2.00% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -5.76% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 2.16% | +1.90% |
Volatility
2B7D.DE vs. SPPE.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 5.23% compared to SPDR S&P 500 UCITS ETF EUR Hedged Accumulating (SPPE.DE) at 2.98%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than SPPE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7D.DE | SPPE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 2.98% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.26% | 9.23% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.85% | 12.13% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 16.06% | -2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 17.59% | -1.97% |
2B7D.DE vs. SPPE.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is higher than SPPE.DE's 0.12% expense ratio. However, 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. SPPE.DE - Dividend Comparison
Neither 2B7D.DE nor SPPE.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7D.DE and SPPE.DE have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPPE.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPPE.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for 2B7D.DE.
2B7D.DE is categorized as Consumer Staples Equities, while SPPE.DE is S&P 500. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while SPPE.DE tracks S&P 500 EUR Dynamic Hedged Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.15% for 2B7D.DE and 0.12% for SPPE.DE.
Find the right allocation for 2B7D.DE and SPPE.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer