2B7D.DE vs. XDWT.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and XDWT.DE (Xtrackers MSCI World Information Technology UCITS ETF 1C) are both exchange-traded funds - 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples, while XDWT.DE is a Technology Equities fund tracking the MSCI World/Information Tech NR USD. Both are passively managed. Over the past 5 years, 2B7D.DE returned 7.77%/yr vs 22.52%/yr for XDWT.DE. At a 0.23 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.25%/yr for XDWT.DE.
Performance
2B7D.DE vs. XDWT.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 XDWT.DE's 25.23% 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*
- —
XDWT.DE
- 1D
- -2.03%
- 1M
- 12.76%
- YTD
- 25.23%
- 6M
- 23.47%
- 1Y
- 47.87%
- 3Y*
- 29.29%
- 5Y*
- 22.52%
- 10Y*
- 24.00%
2B7D.DE vs. XDWT.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% |
XDWT.DE Xtrackers MSCI World Information Technology UCITS ETF 1C | 25.23% | 9.56% | 41.11% | 50.00% | -28.10% | 41.76% | 30.98% | 51.77% | 0.78% | 12.57% |
Correlation
The correlation between 2B7D.DE and XDWT.DE is -0.24, 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 | -0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2017 | 0.23 |
The correlation between 2B7D.DE and XDWT.DE shifts across timeframes, from -0.24 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B7D.DE vs. XDWT.DE — Risk / Return Rank
2B7D.DE
XDWT.DE
2B7D.DE vs. XDWT.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 Information Technology UCITS ETF 1C (XDWT.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 | XDWT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -2.88 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.38 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 3.12 | -3.09 |
| Martin ratioReturn relative to average drawdown | 0.05 | 8.24 | -8.19 |
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 | XDWT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 2.38 | -2.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.99 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.09 | -0.74 |
Drawdowns
2B7D.DE vs. XDWT.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -26.89%, smaller than the maximum XDWT.DE drawdown of -31.61%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and XDWT.DE.
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Drawdown Indicators
| 2B7D.DE | XDWT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.89% | -31.61% | +4.72% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -15.59% | -1.26% |
Max Drawdown (3Y)Largest decline over 3 years | -16.85% | -29.46% | +12.61% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -29.46% | +12.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.61% | — |
Current DrawdownCurrent decline from peak | -9.21% | -2.61% | -6.60% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -5.82% | -2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 5.91% | +2.97% |
Volatility
2B7D.DE vs. XDWT.DE - Volatility Comparison
The current volatility for iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) is 6.09%, while Xtrackers MSCI World Information Technology UCITS ETF 1C (XDWT.DE) has a volatility of 7.11%. This indicates that 2B7D.DE experiences smaller price fluctuations and is considered to be less risky than XDWT.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 | XDWT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 7.11% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 14.96% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 20.39% | +5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 22.55% | -6.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 21.46% | -4.53% |
2B7D.DE vs. XDWT.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is lower than XDWT.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. XDWT.DE - Dividend Comparison
Neither 2B7D.DE nor XDWT.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7D.DE and XDWT.DE have a correlation of -0.24, 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 0.25% for XDWT.DE.
2B7D.DE is categorized as Consumer Staples Equities, while XDWT.DE is Technology Equities. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while XDWT.DE tracks MSCI World/Information Tech NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for 2B7D.DE and 0.25% for XDWT.DE.
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