2B7F.DE vs. XUTC.DE
2B7F.DE (iShares Automation & Robotics UCITS ETF) and XUTC.DE (Xtrackers MSCI USA Information Technology UCITS ETF 1D) are both exchange-traded funds - 2B7F.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while XUTC.DE is a Technology Equities fund tracking the MSCI USA Information Technology 20/35 Custom. Both are passively managed. Over the past 5 years, 2B7F.DE returned 11.74%/yr vs 24.06%/yr for XUTC.DE. Their correlation of 0.83 suggests significant overlap in exposure. 2B7F.DE charges 0.40%/yr vs 0.12%/yr for XUTC.DE.
Performance
2B7F.DE vs. XUTC.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 XUTC.DE's 24.28% 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*
- —
XUTC.DE
- 1D
- -2.26%
- 1M
- 14.39%
- YTD
- 24.28%
- 6M
- 23.11%
- 1Y
- 49.23%
- 3Y*
- 30.49%
- 5Y*
- 24.06%
- 10Y*
- —
2B7F.DE vs. XUTC.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% |
XUTC.DE Xtrackers MSCI USA Information Technology UCITS ETF 1D | 24.28% | 9.83% | 44.60% | 52.37% | -27.42% | 44.01% | 32.64% | 53.18% | 3.28% |
Correlation
The correlation between 2B7F.DE and XUTC.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.84 |
The correlation between 2B7F.DE and XUTC.DE has been stable across timeframes, ranging from 0.80 to 0.84 - a consistent structural relationship.
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Return for Risk
2B7F.DE vs. XUTC.DE — Risk / Return Rank
2B7F.DE
XUTC.DE
2B7F.DE vs. XUTC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B7F.DE) and Xtrackers MSCI USA Information Technology UCITS ETF 1D (XUTC.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 | XUTC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.38 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 3.03 | +0.29 |
| Martin ratioReturn relative to average drawdown | 10.14 | 7.84 | +2.30 |
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 | XUTC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 2.37 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 1.03 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.10 | -0.48 |
Drawdowns
2B7F.DE vs. XUTC.DE - Drawdown Comparison
The maximum 2B7F.DE drawdown since its inception was -35.44%, which is greater than XUTC.DE's maximum drawdown of -31.79%. Use the drawdown chart below to compare losses from any high point for 2B7F.DE and XUTC.DE.
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Drawdown Indicators
| 2B7F.DE | XUTC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.44% | -31.79% | -3.65% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -16.16% | +3.06% |
Max Drawdown (3Y)Largest decline over 3 years | -29.34% | -30.48% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -35.44% | -30.48% | -4.96% |
Current DrawdownCurrent decline from peak | -0.59% | -3.00% | +2.41% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -6.37% | -4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 6.26% | -1.95% |
Volatility
2B7F.DE vs. XUTC.DE - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B7F.DE) and Xtrackers MSCI USA Information Technology UCITS ETF 1D (XUTC.DE) have volatilities of 7.47% and 7.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7F.DE | XUTC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 7.31% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 17.19% | 15.12% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 20.70% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.79% | 23.01% | -1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 22.97% | -0.62% |
2B7F.DE vs. XUTC.DE - Expense Ratio Comparison
2B7F.DE has a 0.40% expense ratio, which is higher than XUTC.DE's 0.12% expense ratio.
Dividends
2B7F.DE vs. XUTC.DE - Dividend Comparison
2B7F.DE's dividend yield for the trailing twelve months is around 0.27%, more than XUTC.DE's 0.26% yield.
| 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% |
XUTC.DE Xtrackers MSCI USA Information Technology UCITS ETF 1D | 0.26% | 0.34% | 0.36% | 0.53% | 1.14% | 0.51% | 0.64% | 0.59% | 0.58% |
Frequently Asked Questions
2B7F.DE and XUTC.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUTC.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUTC.DE is cheaper with a 0.12% expense ratio, compared with 0.40% for 2B7F.DE.
2B7F.DE is categorized as Robotics, while XUTC.DE is Technology Equities. 2B7F.DE tracks iSTOXX® FactSet Automation & Robotics, while XUTC.DE tracks MSCI USA Information Technology 20/35 Custom. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.40% for 2B7F.DE and 0.12% for XUTC.DE.
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