Correlation
The correlation between 2B7F.DE and SPYY.DE is 0.59, 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. SPYY.DE
Compare and contrast key facts about iShares Automation & Robotics UCITS ETF (2B7F.DE) and SPDR MSCI ACWI UCITS ETF (SPYY.DE).
2B7F.DE and SPYY.DE 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. SPYY.DE is a passively managed fund by State Street that tracks the performance of the MSCI All Country World (ACWI). It was launched on May 13, 2011. Both 2B7F.DE and SPYY.DE 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 SPYY.DE.
Performance
2B7F.DE vs. SPYY.DE - Performance Comparison
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Key characteristics
2B7F.DE:
0.15
SPYY.DE:
0.51
2B7F.DE:
0.46
SPYY.DE:
0.83
2B7F.DE:
1.06
SPYY.DE:
1.13
2B7F.DE:
0.19
SPYY.DE:
0.45
2B7F.DE:
0.58
SPYY.DE:
1.58
2B7F.DE:
9.32%
SPYY.DE:
6.02%
2B7F.DE:
24.38%
SPYY.DE:
16.96%
2B7F.DE:
-35.41%
SPYY.DE:
-33.49%
2B7F.DE:
-13.61%
SPYY.DE:
-8.39%
Returns By Period
In the year-to-date period, 2B7F.DE achieves a -6.98% return, which is significantly lower than SPYY.DE's -3.63% return.
2B7F.DE
-6.98%
7.70%
-8.44%
3.74%
8.96%
10.90%
N/A
SPYY.DE
-3.63%
6.14%
-4.68%
8.76%
10.12%
12.98%
9.03%
Compare stocks, funds, or ETFs
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2B7F.DE vs. SPYY.DE - Expense Ratio Comparison
Both 2B7F.DE and SPYY.DE have an expense ratio of 0.40%.
Risk-Adjusted Performance
2B7F.DE vs. SPYY.DE — Risk-Adjusted Performance Rank
2B7F.DE
SPYY.DE
2B7F.DE vs. SPYY.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B7F.DE) and SPDR MSCI ACWI UCITS ETF (SPYY.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.
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Dividends
2B7F.DE vs. SPYY.DE - Dividend Comparison
2B7F.DE's dividend yield for the trailing twelve months is around 0.38%, while SPYY.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
2B7F.DE iShares Automation & Robotics UCITS ETF | 0.38% | 0.35% | 0.45% | 0.57% | 0.31% | 0.35% | 0.78% | 1.18% |
SPYY.DE SPDR MSCI ACWI UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
2B7F.DE vs. SPYY.DE - Drawdown Comparison
The maximum 2B7F.DE drawdown since its inception was -35.41%, which is greater than SPYY.DE's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for 2B7F.DE and SPYY.DE.
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Volatility
2B7F.DE vs. SPYY.DE - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B7F.DE) has a higher volatility of 6.94% compared to SPDR MSCI ACWI UCITS ETF (SPYY.DE) at 4.93%. This indicates that 2B7F.DE's price experiences larger fluctuations and is considered to be riskier than SPYY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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