Correlation
The correlation between 2B7F.DE and IXC is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
2B7F.DE vs. IXC
Compare and contrast key facts about iShares Automation & Robotics UCITS ETF (2B7F.DE) and iShares Global Energy ETF (IXC).
2B7F.DE and IXC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7F.DE is a passively managed fund by iShares that tracks the performance of the iSTOXX® FactSet Automation & Robotics. It was launched on Oct 19, 2017. IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001. Both 2B7F.DE and IXC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7F.DE or IXC.
Performance
2B7F.DE vs. IXC - Performance Comparison
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Key characteristics
2B7F.DE:
0.13
IXC:
-0.28
2B7F.DE:
0.41
IXC:
-0.25
2B7F.DE:
1.06
IXC:
0.97
2B7F.DE:
0.15
IXC:
-0.34
2B7F.DE:
0.48
IXC:
-1.01
2B7F.DE:
9.28%
IXC:
6.42%
2B7F.DE:
24.39%
IXC:
22.11%
2B7F.DE:
-35.41%
IXC:
-67.88%
2B7F.DE:
-13.00%
IXC:
-10.99%
Returns By Period
In the year-to-date period, 2B7F.DE achieves a -6.31% return, which is significantly lower than IXC's -0.08% return.
2B7F.DE
-6.31%
8.63%
-7.09%
3.28%
8.70%
11.06%
N/A
IXC
-0.08%
0.71%
-7.10%
-6.10%
1.80%
18.59%
4.59%
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2B7F.DE vs. IXC - Expense Ratio Comparison
2B7F.DE has a 0.40% expense ratio, which is lower than IXC's 0.46% expense ratio.
Risk-Adjusted Performance
2B7F.DE vs. IXC — Risk-Adjusted Performance Rank
2B7F.DE
IXC
2B7F.DE vs. IXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B7F.DE) and iShares Global Energy ETF (IXC). 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.
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Dividends
2B7F.DE vs. IXC - Dividend Comparison
2B7F.DE's dividend yield for the trailing twelve months is around 0.38%, less than IXC's 4.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7F.DE iShares Automation & Robotics UCITS ETF | 0.38% | 0.35% | 0.45% | 0.57% | 0.31% | 0.35% | 0.78% | 1.18% | 0.00% | 0.00% | 0.00% | 0.00% |
IXC iShares Global Energy ETF | 4.57% | 4.57% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% | 3.02% |
Drawdowns
2B7F.DE vs. IXC - Drawdown Comparison
The maximum 2B7F.DE drawdown since its inception was -35.41%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for 2B7F.DE and IXC.
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Volatility
2B7F.DE vs. IXC - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B7F.DE) has a higher volatility of 6.85% compared to iShares Global Energy ETF (IXC) at 4.80%. This indicates that 2B7F.DE's price experiences larger fluctuations and is considered to be riskier than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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