2B7D.DE vs. ZA30.DE
2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) and ZA30.DE (iShares S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples, while ZA30.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 3 years, 2B7D.DE returned 5.47%/yr vs 18.54%/yr for ZA30.DE. At a 0.31 correlation, their price movements are largely independent. 2B7D.DE charges 0.15%/yr vs 0.07%/yr for ZA30.DE.
Performance
2B7D.DE vs. ZA30.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 ZA30.DE's 11.16% 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*
- —
ZA30.DE
- 1D
- 0.60%
- 1M
- 4.14%
- YTD
- 11.16%
- 6M
- 11.11%
- 1Y
- 28.45%
- 3Y*
- 18.54%
- 5Y*
- —
- 10Y*
- —
2B7D.DE vs. ZA30.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% | 0.07% |
ZA30.DE iShares S&P 500 ESG UCITS ETF USD Acc | 11.16% | 5.34% | 31.19% | 24.10% | -5.78% |
Correlation
The correlation between 2B7D.DE and ZA30.DE is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2022 | 0.31 |
Over the past year, the correlation between 2B7D.DE and ZA30.DE has dropped to 0.06 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
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Return for Risk
2B7D.DE vs. ZA30.DE — Risk / Return Rank
2B7D.DE
ZA30.DE
2B7D.DE vs. ZA30.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 iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.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 | ZA30.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.45 | ||
| Sortino ratioReturn per unit of downside risk | -3.15 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.46 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 4.12 | -4.09 |
| Martin ratioReturn relative to average drawdown | 0.05 | 15.63 | -15.58 |
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 | ZA30.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 2.47 | -2.45 |
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 | 1.18 | -0.83 |
Drawdowns
2B7D.DE vs. ZA30.DE - Drawdown Comparison
The maximum 2B7D.DE drawdown since its inception was -26.89%, which is greater than ZA30.DE's maximum drawdown of -23.45%. Use the drawdown chart below to compare losses from any high point for 2B7D.DE and ZA30.DE.
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Drawdown Indicators
| 2B7D.DE | ZA30.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.89% | -23.45% | -3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -6.91% | -9.94% |
Max Drawdown (3Y)Largest decline over 3 years | -16.85% | -23.45% | +6.60% |
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% | -3.22% | -5.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 1.83% | +7.05% |
Volatility
2B7D.DE vs. ZA30.DE - Volatility Comparison
iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a higher volatility of 6.09% compared to iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) at 2.73%. This indicates that 2B7D.DE's price experiences larger fluctuations and is considered to be riskier than ZA30.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 | ZA30.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 2.73% | +3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 7.54% | +4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 11.54% | +14.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 14.38% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 14.38% | +2.55% |
2B7D.DE vs. ZA30.DE - Expense Ratio Comparison
2B7D.DE has a 0.15% expense ratio, which is higher than ZA30.DE's 0.07% 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. ZA30.DE - Dividend Comparison
Neither 2B7D.DE nor ZA30.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7D.DE and ZA30.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZA30.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZA30.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for 2B7D.DE.
2B7D.DE is categorized as Consumer Staples Equities, while ZA30.DE is S&P 500. 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples, while ZA30.DE tracks S&P 500 ESG. Their fees differ too: 0.15% for 2B7D.DE and 0.07% for ZA30.DE.
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