PortfoliosLab logoPortfoliosLab logo
AAKI.DE vs. 2B7F.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

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

The chart below illustrates the hypothetical performance of a €10,000 investment in ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation (AAKI.DE) and iShares Automation & Robotics UCITS ETF (2B7F.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AAKI.DE achieves a 13.27% return, which is significantly lower than 2B7F.DE's 29.78% return.


AAKI.DE

1D
-0.50%
1M
10.58%
YTD
13.27%
6M
12.54%
1Y
40.54%
3Y*
5Y*
10Y*

2B7F.DE

1D
-0.59%
1M
8.63%
YTD
29.78%
6M
27.32%
1Y
43.79%
3Y*
18.68%
5Y*
11.74%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


Correlation

The correlation between AAKI.DE and 2B7F.DE is 0.76, 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

0.76

Correlation (All Time)
Calculated using the full available price history since Apr 19, 2024

0.80

The correlation between AAKI.DE and 2B7F.DE has been stable across timeframes, ranging from 0.76 to 0.80 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

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

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

AAKI.DE
AAKI.DE Risk / Return Rank: 3636
Overall Rank
AAKI.DE Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
AAKI.DE Sortino Ratio Rank: 3838
Sortino Ratio Rank
AAKI.DE Omega Ratio Rank: 3838
Omega Ratio Rank
AAKI.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
AAKI.DE Martin Ratio Rank: 3030
Martin Ratio Rank

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
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.

AAKI.DE vs. 2B7F.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation (AAKI.DE) and iShares Automation & Robotics UCITS ETF (2B7F.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.


AAKI.DE2B7F.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.60

Sortino ratioReturn per unit of downside risk

-0.86

Omega ratioGain probability vs. loss probability

1.24

1.34

-0.10

Calmar ratioReturn relative to maximum drawdown

1.74

3.33

-1.58

Martin ratioReturn relative to average drawdown

4.20

10.14

-5.93

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

The current AAKI.DE Sharpe Ratio is 1.39, which is lower than the 2B7F.DE Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of AAKI.DE and 2B7F.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.


Loading charts...

Sharpe Ratios by Period


AAKI.DE2B7F.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.39

1.98

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

1.44

0.62

+0.82

Drawdowns

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

The maximum AAKI.DE drawdown since its inception was -34.87%, roughly equal to the maximum 2B7F.DE drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for AAKI.DE and 2B7F.DE.


Loading charts...

Drawdown Indicators


AAKI.DE2B7F.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.87%

-35.44%

+0.57%

Max Drawdown (1Y)

Largest decline over 1 year

-23.16%

-13.10%

-10.06%

Max Drawdown (3Y)

Largest decline over 3 years

-29.34%

Max Drawdown (5Y)

Largest decline over 5 years

-35.44%

Current Drawdown

Current decline from peak

-3.12%

-0.59%

-2.53%

Average Drawdown

Average peak-to-trough decline

-7.47%

-10.39%

+2.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.61%

4.31%

+5.30%

Volatility

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

ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation (AAKI.DE) and iShares Automation & Robotics UCITS ETF (2B7F.DE) have volatilities of 7.84% and 7.47%, 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.


Loading charts...

Volatility by Period


AAKI.DE2B7F.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.84%

7.47%

+0.37%

Volatility (6M)

Calculated over the trailing 6-month period

19.28%

17.19%

+2.09%

Volatility (1Y)

Calculated over the trailing 1-year period

29.08%

21.98%

+7.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.50%

21.79%

+9.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.50%

22.35%

+9.15%

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

AAKI.DE has a 0.75% expense ratio, which is higher than 2B7F.DE's 0.40% expense ratio.


Dividends

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

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


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%
AAKI.DE
ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AAKI.DE and 2B7F.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, 2B7F.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

2B7F.DE is cheaper with a 0.40% expense ratio, compared with 0.75% for AAKI.DE.

They also come from different issuers: ARK and iShares. Their fees differ too: 0.75% for AAKI.DE and 0.40% for 2B7F.DE.

Portfolio Optimizer

Find the right allocation for AAKI.DE and 2B7F.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer