2B7D.DE vs. XDWS.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and XDWS.DE (Xtrackers MSCI World Consumer Staples UCITS ETF 1C) are both Consumer Staples Equities funds - 2B7D.DE tracks the S&P 500 Capped 35/20 Consumer Staples while XDWS.DE tracks the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. Both are passively managed. Over the past 5 years, 2B7D.DE returned 7.77%/yr vs 4.93%/yr for XDWS.DE. Their correlation of 0.82 suggests significant overlap in exposure. 2B7D.DE charges 0.15%/yr vs 0.25%/yr for XDWS.DE.
Performance
2B7D.DE vs. XDWS.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 XDWS.DE's 4.43% 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*
- —
XDWS.DE
- 1D
- -0.24%
- 1M
- -2.22%
- YTD
- 4.43%
- 6M
- 3.49%
- 1Y
- 0.24%
- 3Y*
- 3.32%
- 5Y*
- 4.93%
- 10Y*
- 5.34%
2B7D.DE vs. XDWS.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% |
XDWS.DE Xtrackers MSCI World Consumer Staples UCITS ETF 1C | 4.43% | -3.34% | 12.56% | -1.53% | -0.06% | 22.38% | -1.96% | 25.94% | -5.88% | -1.74% |
Correlation
The correlation between 2B7D.DE and XDWS.DE is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2017 | 0.82 |
The correlation between 2B7D.DE and XDWS.DE shifts across timeframes, from 0.82 (all time) to 0.94 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. XDWS.DE — Risk / Return Rank
2B7D.DE
XDWS.DE
2B7D.DE vs. XDWS.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 Xtrackers MSCI World Consumer Staples UCITS ETF 1C (XDWS.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 | XDWS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.00 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.10 | +0.13 |
| Martin ratioReturn relative to average drawdown | 0.05 | -0.20 | +0.26 |
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 | XDWS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | -0.07 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.43 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.45 | -0.09 |
Drawdowns
2B7D.DE vs. XDWS.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -26.89%, which is greater than XDWS.DE's maximum drawdown of -22.95%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and XDWS.DE.
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Drawdown Indicators
| 2B7D.DE | XDWS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.89% | -22.95% | -3.94% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -8.78% | -8.07% |
Max Drawdown (3Y)Largest decline over 3 years | -16.85% | -11.90% | -4.95% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -12.47% | -4.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.95% | — |
Current DrawdownCurrent decline from peak | -9.21% | -7.60% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -5.04% | -3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 4.34% | +4.54% |
Volatility
2B7D.DE vs. XDWS.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 6.09% compared to Xtrackers MSCI World Consumer Staples UCITS ETF 1C (XDWS.DE) at 5.00%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than XDWS.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 | XDWS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 5.00% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 10.01% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 12.06% | +13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 11.35% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 12.19% | +4.74% |
2B7D.DE vs. XDWS.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than XDWS.DE's 0.25% 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. XDWS.DE - Dividend Comparison
Neither 2B7D.DE nor XDWS.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.94, 2B7D.DE and XDWS.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.25% for XDWS.DE.
2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while XDWS.DE tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for 2B7D.DE and 0.25% for XDWS.DE.
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