2B7F.DE vs. IS3Q.DE
2B7F.DE (iShares Automation & Robotics UCITS ETF) and IS3Q.DE (iShares Edge MSCI World Quality Factor UCITS ETF (Acc)) are both exchange-traded funds - 2B7F.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while IS3Q.DE is a Global Equities fund tracking the MSCI World Sector Neutral Quality. Both are passively managed. Over the past 5 years, 2B7F.DE returned 11.74%/yr vs 11.35%/yr for IS3Q.DE. Their correlation of 0.83 suggests significant overlap in exposure. 2B7F.DE charges 0.40%/yr vs 0.30%/yr for IS3Q.DE.
Performance
2B7F.DE vs. IS3Q.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7F.DE achieves a 29.78% return, which is significantly higher than IS3Q.DE's 9.47% return.
2B7F.DE
- 1D
- -0.59%
- 1M
- 8.63%
- YTD
- 29.78%
- 6M
- 27.32%
- 1Y
- 43.79%
- 3Y*
- 18.68%
- 5Y*
- 11.74%
- 10Y*
- —
IS3Q.DE
- 1D
- 0.75%
- 1M
- 4.24%
- YTD
- 9.47%
- 6M
- 10.10%
- 1Y
- 18.87%
- 3Y*
- 15.09%
- 5Y*
- 11.35%
- 10Y*
- 12.05%
2B7F.DE vs. IS3Q.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
2B7F.DE iShares Automation & Robotics UCITS ETF | 29.78% | 4.63% | 11.96% | 35.07% | -31.05% | 32.27% | 26.22% | 41.89% | -13.86% |
IS3Q.DE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 9.47% | 2.80% | 23.78% | 21.70% | -14.84% | 34.28% | 4.44% | 33.90% | -0.20% |
Correlation
The correlation between 2B7F.DE and IS3Q.DE is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.83 |
The correlation between 2B7F.DE and IS3Q.DE has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.
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Return for Risk
2B7F.DE vs. IS3Q.DE — Risk / Return Rank
2B7F.DE
IS3Q.DE
2B7F.DE vs. IS3Q.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B7F.DE) and iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.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.
| 2B7F.DE | IS3Q.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.33 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 2.97 | +0.36 |
| Martin ratioReturn relative to average drawdown | 10.14 | 11.80 | -1.66 |
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
| 2B7F.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.76 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.79 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.76 | -0.14 |
Drawdowns
2B7F.DE vs. IS3Q.DE - Drawdown Comparison
The maximum 2B7F.DE drawdown since its inception was -35.44%, which is greater than IS3Q.DE's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for 2B7F.DE and IS3Q.DE.
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Drawdown Indicators
| 2B7F.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.44% | -32.31% | -3.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -6.33% | -6.77% |
Max Drawdown (3Y)Largest decline over 3 years | -29.34% | -20.63% | -8.71% |
Max Drawdown (5Y)Largest decline over 5 years | -35.44% | -20.63% | -14.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.31% | — |
Current DrawdownCurrent decline from peak | -0.59% | -0.12% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -4.61% | -5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 1.60% | +2.71% |
Volatility
2B7F.DE vs. IS3Q.DE - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B7F.DE) has a higher volatility of 7.47% compared to iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) at 2.37%. This indicates that 2B7F.DE's price experiences larger fluctuations and is considered to be riskier than IS3Q.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7F.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 2.37% | +5.10% |
Volatility (6M)Calculated over the trailing 6-month period | 17.19% | 7.31% | +9.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 10.66% | +11.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.79% | 14.15% | +7.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 14.89% | +7.46% |
2B7F.DE vs. IS3Q.DE - Expense Ratio Comparison
2B7F.DE has a 0.40% expense ratio, which is higher than IS3Q.DE's 0.30% expense ratio.
Dividends
2B7F.DE vs. IS3Q.DE - Dividend Comparison
2B7F.DE's dividend yield for the trailing twelve months is around 0.27%, while IS3Q.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
2B7F.DE iShares Automation & Robotics UCITS ETF | 0.27% | 0.35% | 0.35% | 0.45% | 0.57% | 0.31% | 0.35% | 0.78% | 1.18% |
IS3Q.DE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
2B7F.DE and IS3Q.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3Q.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3Q.DE is cheaper with a 0.30% expense ratio, compared with 0.40% for 2B7F.DE.
2B7F.DE is categorized as Robotics, while IS3Q.DE is Global Equities. 2B7F.DE tracks iSTOXX® FactSet Automation & Robotics, while IS3Q.DE tracks MSCI World Sector Neutral Quality. Their fees differ too: 0.40% for 2B7F.DE and 0.30% for IS3Q.DE.
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