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2B7F.DE vs. NQSE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

2B7F.DE vs. NQSE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Automation & Robotics UCITS ETF (2B7F.DE) and iShares NASDAQ 100 UCITS ETF (NQSE.DE). The values are adjusted to include any dividend payments, if applicable.

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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 NQSE.DE's 17.82% 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*

NQSE.DE

1D
-0.77%
1M
6.66%
YTD
17.82%
6M
17.09%
1Y
35.67%
3Y*
25.27%
5Y*
14.91%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

2B7F.DE vs. NQSE.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
2B7F.DE
iShares Automation & Robotics UCITS ETF
29.78%4.63%11.96%35.07%-31.05%32.27%26.22%41.89%-16.57%
NQSE.DE
iShares NASDAQ 100 UCITS ETF
17.82%18.16%24.07%52.10%-36.29%27.37%45.23%35.67%-15.98%

Correlation

The correlation between 2B7F.DE and NQSE.DE is 0.83, 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

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (5Y)
Calculated over the trailing 5-year period

0.85

Correlation (All Time)
Calculated using the full available price history since Sep 11, 2018

0.82

The correlation between 2B7F.DE and NQSE.DE has been stable across timeframes, ranging from 0.82 to 0.85 - a consistent structural relationship.

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Return for Risk

2B7F.DE vs. NQSE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

2B7F.DE
2B7F.DE Risk / Return Rank: 6060
Overall Rank
2B7F.DE Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
2B7F.DE Sortino Ratio Rank: 6060
Sortino Ratio Rank
2B7F.DE Omega Ratio Rank: 5656
Omega Ratio Rank
2B7F.DE Calmar Ratio Rank: 6868
Calmar Ratio Rank
2B7F.DE Martin Ratio Rank: 5858
Martin Ratio Rank

NQSE.DE
NQSE.DE Risk / Return Rank: 6666
Overall Rank
NQSE.DE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
NQSE.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
NQSE.DE Omega Ratio Rank: 6666
Omega Ratio Rank
NQSE.DE Calmar Ratio Rank: 6363
Calmar Ratio Rank
NQSE.DE Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

2B7F.DE vs. NQSE.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 NASDAQ 100 UCITS ETF (NQSE.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.DENQSE.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.30

Sortino ratioReturn per unit of downside risk

-0.37

Omega ratioGain probability vs. loss probability

1.34

1.39

-0.05

Calmar ratioReturn relative to maximum drawdown

3.33

3.08

+0.25

Martin ratioReturn relative to average drawdown

10.14

10.77

-0.63

2B7F.DE vs. NQSE.DE - Sharpe Ratio Comparison

The current 2B7F.DE Sharpe Ratio is 1.98, which is comparable to the NQSE.DE Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of 2B7F.DE and NQSE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


2B7F.DENQSE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

2.28

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.71

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.82

-0.20

Drawdowns

2B7F.DE vs. NQSE.DE - Drawdown Comparison

The maximum 2B7F.DE drawdown since its inception was -35.44%, smaller than the maximum NQSE.DE drawdown of -37.67%. Use the drawdown chart below to compare losses from any high point for 2B7F.DE and NQSE.DE.


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Drawdown Indicators


2B7F.DENQSE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-35.44%

-37.67%

+2.23%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-11.87%

-1.23%

Max Drawdown (3Y)

Largest decline over 3 years

-29.34%

-22.40%

-6.94%

Max Drawdown (5Y)

Largest decline over 5 years

-35.44%

-37.67%

+2.23%

Current Drawdown

Current decline from peak

-0.59%

-0.84%

+0.25%

Average Drawdown

Average peak-to-trough decline

-10.39%

-8.56%

-1.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.31%

3.40%

+0.91%

Volatility

2B7F.DE vs. NQSE.DE - Volatility Comparison

iShares Automation & Robotics UCITS ETF (2B7F.DE) has a higher volatility of 7.47% compared to iShares NASDAQ 100 UCITS ETF (NQSE.DE) at 4.75%. This indicates that 2B7F.DE's price experiences larger fluctuations and is considered to be riskier than NQSE.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.DENQSE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.47%

4.75%

+2.72%

Volatility (6M)

Calculated over the trailing 6-month period

17.19%

11.99%

+5.20%

Volatility (1Y)

Calculated over the trailing 1-year period

21.98%

16.05%

+5.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.79%

20.91%

+0.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.35%

21.54%

+0.81%

2B7F.DE vs. NQSE.DE - Expense Ratio Comparison

2B7F.DE has a 0.40% expense ratio, which is higher than NQSE.DE's 0.33% expense ratio.


Dividends

2B7F.DE vs. NQSE.DE - Dividend Comparison

2B7F.DE's dividend yield for the trailing twelve months is around 0.27%, while NQSE.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
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%
NQSE.DE
iShares NASDAQ 100 UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


2B7F.DE and NQSE.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, NQSE.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NQSE.DE is cheaper with a 0.33% expense ratio, compared with 0.40% for 2B7F.DE.

2B7F.DE is categorized as Robotics, while NQSE.DE is Nasdaq-100. 2B7F.DE tracks iSTOXX® FactSet Automation & Robotics, while NQSE.DE tracks NASDAQ-100 Index. Their fees differ too: 0.40% for 2B7F.DE and 0.33% for NQSE.DE.

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