AW1C.DE vs. 2B7B.DE
AW1C.DE (UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc) and 2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) are both exchange-traded funds - AW1C.DE is a S&P 500 fund tracking the S&P 500® ESG Elite, while 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index. Both are passively managed. Over the past 5 years, AW1C.DE returned 15.88%/yr vs 7.32%/yr for 2B7B.DE. A 0.65 correlation means they provide meaningful diversification when combined. Both charge a 0.15% expense ratio.
Performance
AW1C.DE vs. 2B7B.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AW1C.DE achieves a 24.84% return, which is significantly higher than 2B7B.DE's 16.19% return.
AW1C.DE
- 1D
- 0.00%
- 1M
- 6.43%
- YTD
- 24.84%
- 6M
- 25.59%
- 1Y
- 43.46%
- 3Y*
- 22.74%
- 5Y*
- 15.88%
- 10Y*
- —
2B7B.DE
- 1D
- 0.90%
- 1M
- 4.55%
- YTD
- 16.19%
- 6M
- 16.99%
- 1Y
- 22.37%
- 3Y*
- 8.93%
- 5Y*
- 7.32%
- 10Y*
- —
AW1C.DE vs. 2B7B.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW1C.DE UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc | 24.84% | 6.94% | 24.89% | 24.93% | -14.50% | 11.32% |
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 16.19% | -1.02% | 5.26% | 8.57% | -7.12% | 32.43% |
Correlation
The correlation between AW1C.DE and 2B7B.DE is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Feb 18, 2021 | 0.65 |
The correlation between AW1C.DE and 2B7B.DE shifts across timeframes, from 0.47 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
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
AW1C.DE vs. 2B7B.DE — Risk / Return Rank
AW1C.DE
2B7B.DE
AW1C.DE vs. 2B7B.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) and iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AW1C.DE | 2B7B.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.24 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 2.20 | +0.38 |
| Martin ratioReturn relative to average drawdown | 4.91 | 6.48 | -1.58 |
Loading charts...
Drawdowns
AW1C.DE vs. 2B7B.DE - Drawdown Comparison
The maximum AW1C.DE drawdown since its inception was -22.40%, smaller than the maximum 2B7B.DE drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for AW1C.DE and 2B7B.DE.
Loading charts...
Drawdown Indicators
| AW1C.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.40% | -34.70% | +12.30% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -10.12% | -6.74% |
Max Drawdown (3Y)Largest decline over 3 years | -22.40% | -24.57% | +2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -24.57% | +2.17% |
Current DrawdownCurrent decline from peak | -1.42% | -0.39% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -6.67% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.86% | 3.44% | +5.42% |
Volatility
AW1C.DE vs. 2B7B.DE - Volatility Comparison
UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE) and iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) have volatilities of 5.07% and 5.17%, 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
| AW1C.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.17% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 12.49% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.63% | 15.85% | +9.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 17.28% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.46% | 20.12% | -0.66% |
AW1C.DE vs. 2B7B.DE - Expense Ratio Comparison
Both AW1C.DE and 2B7B.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
AW1C.DE vs. 2B7B.DE - Dividend Comparison
Neither AW1C.DE nor 2B7B.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1C.DE and 2B7B.DE have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
AW1C.DE and 2B7B.DE have the same expense ratio: 0.15% per year.
AW1C.DE is categorized as S&P 500, while 2B7B.DE is Materials. AW1C.DE tracks S&P 500® ESG Elite, while 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index. They also come from different issuers: UBS and iShares.
Find the right allocation for AW1C.DE and 2B7B.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