B500.DE vs. 2B7C.DE
B500.DE (Amundi S&P 500 Buyback ETF) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - B500.DE is a S&P 500 fund tracking the S&P 500 Buyback NTR, while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 5 years, B500.DE returned 11.15%/yr vs 13.22%/yr for 2B7C.DE. Their correlation of 0.85 suggests significant overlap in exposure. Both charge a 0.15% expense ratio.
Performance
B500.DE vs. 2B7C.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, B500.DE achieves a 8.94% return, which is significantly lower than 2B7C.DE's 13.30% return.
B500.DE
- 1D
- 0.86%
- 1M
- 5.03%
- YTD
- 8.94%
- 6M
- 9.45%
- 1Y
- 20.46%
- 3Y*
- 15.34%
- 5Y*
- 11.15%
- 10Y*
- 12.79%
2B7C.DE
- 1D
- -0.23%
- 1M
- 0.50%
- YTD
- 13.30%
- 6M
- 14.11%
- 1Y
- 21.18%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
B500.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
B500.DE Amundi S&P 500 Buyback ETF | 8.94% | 4.76% | 20.85% | 12.10% | -7.18% | 47.02% | -4.65% | 34.36% | -4.54% | 5.27% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | -0.20% | 32.19% | -0.63% | 32.20% | -10.13% | 4.44% |
Correlation
The correlation between B500.DE and 2B7C.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.85 |
Over the past year, the correlation between B500.DE and 2B7C.DE has dropped to 0.60 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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
B500.DE vs. 2B7C.DE — Risk / Return Rank
B500.DE
2B7C.DE
B500.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Buyback ETF (B500.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| B500.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.30 | 2.34 | +1.96 |
| Martin ratioReturn relative to average drawdown | 11.16 | 7.59 | +3.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| B500.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.44 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.78 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.60 | -0.09 |
Drawdowns
B500.DE vs. 2B7C.DE - Drawdown Comparison
The maximum B500.DE drawdown since its inception was -42.49%, roughly equal to the maximum 2B7C.DE drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for B500.DE and 2B7C.DE.
Loading charts...
Drawdown Indicators
| B500.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.49% | -41.33% | -1.16% |
Max Drawdown (1Y)Largest decline over 1 year | -4.75% | -8.89% | +4.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.66% | -22.66% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -23.66% | -22.66% | -1.00% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.47% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -5.04% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.75% | -0.92% |
Volatility
B500.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for Amundi S&P 500 Buyback ETF (B500.DE) is 2.99%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 3.74%. This indicates that B500.DE experiences smaller price fluctuations and is considered to be less risky than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| B500.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 3.74% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 10.98% | -3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.29% | 14.45% | -2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 16.73% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 19.35% | -0.39% |
B500.DE vs. 2B7C.DE - Expense Ratio Comparison
Both B500.DE and 2B7C.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
B500.DE vs. 2B7C.DE - Dividend Comparison
Neither B500.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
B500.DE and 2B7C.DE have a correlation of 0.60, 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.
B500.DE and 2B7C.DE have the same expense ratio: 0.15% per year.
B500.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. B500.DE tracks S&P 500 Buyback NTR, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Amundi and iShares.
Find the right allocation for B500.DE and 2B7C.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