D500.DE vs. 2B7B.DE
D500.DE (Invesco S&P 500 UCITS ETF Dist) and 2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) are both exchange-traded funds - D500.DE is a S&P 500 fund tracking the S&P 500 Index, 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, D500.DE returned 15.48%/yr vs 5.89%/yr for 2B7B.DE. A 0.71 correlation means they provide meaningful diversification when combined. D500.DE charges 0.05%/yr vs 0.15%/yr for 2B7B.DE.
Performance
D500.DE vs. 2B7B.DE - Performance Comparison
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Returns By Period
In the year-to-date period, D500.DE achieves a 11.58% return, which is significantly lower than 2B7B.DE's 12.98% return.
D500.DE
- 1D
- -0.31%
- 1M
- 4.52%
- YTD
- 11.58%
- 6M
- 11.08%
- 1Y
- 25.86%
- 3Y*
- 19.34%
- 5Y*
- 15.48%
- 10Y*
- 15.85%
2B7B.DE
- 1D
- -0.32%
- 1M
- -0.26%
- YTD
- 12.98%
- 6M
- 16.62%
- 1Y
- 16.36%
- 3Y*
- 8.06%
- 5Y*
- 5.89%
- 10Y*
- —
D500.DE vs. 2B7B.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
D500.DE Invesco S&P 500 UCITS ETF Dist | 11.58% | 4.86% | 32.62% | 22.70% | -13.34% | 43.50% | 9.36% | 35.52% | -0.84% | 4.07% |
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 12.98% | -1.07% | 5.24% | 8.58% | -7.10% | 39.56% | 8.41% | 25.77% | -11.22% | 6.42% |
Correlation
The correlation between D500.DE and 2B7B.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.71 |
Over the past year, the correlation between D500.DE and 2B7B.DE has dropped to 0.44 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
D500.DE vs. 2B7B.DE — Risk / Return Rank
D500.DE
2B7B.DE
D500.DE vs. 2B7B.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 UCITS ETF Dist (D500.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.
| D500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.19 | ||
| Sortino ratioReturn per unit of downside risk | +1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.18 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 1.58 | +2.02 |
| Martin ratioReturn relative to average drawdown | 12.88 | 4.68 | +8.20 |
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
| D500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | 1.04 | +1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.34 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.45 | +0.44 |
Drawdowns
D500.DE vs. 2B7B.DE - Drawdown Comparison
The maximum D500.DE drawdown since its inception was -33.57%, roughly equal to the maximum 2B7B.DE drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for D500.DE and 2B7B.DE.
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Drawdown Indicators
| D500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.57% | -34.61% | +1.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -10.19% | +3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -23.29% | -24.54% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -23.29% | -24.54% | +1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.57% | — | — |
Current DrawdownCurrent decline from peak | -0.31% | -2.44% | +2.13% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -6.21% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 3.44% | -1.44% |
Volatility
D500.DE vs. 2B7B.DE - Volatility Comparison
The current volatility for Invesco S&P 500 UCITS ETF Dist (D500.DE) is 2.66%, while iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a volatility of 4.84%. This indicates that D500.DE experiences smaller price fluctuations and is considered to be less risky than 2B7B.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| D500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 4.84% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 12.31% | -4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.59% | 15.43% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 17.20% | -2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 19.16% | -3.08% |
D500.DE vs. 2B7B.DE - Expense Ratio Comparison
D500.DE has a 0.05% expense ratio, which is lower than 2B7B.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
D500.DE vs. 2B7B.DE - Dividend Comparison
D500.DE's dividend yield for the trailing twelve months is around 1.08%, while 2B7B.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
D500.DE Invesco S&P 500 UCITS ETF Dist | 1.08% | 1.18% | 1.27% | 1.54% | 2.63% | 2.72% | 3.53% | 2.34% | 2.08% | 1.67% | 1.70% | 0.29% |
Frequently Asked Questions
D500.DE and 2B7B.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, D500.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
D500.DE is cheaper with a 0.05% expense ratio, compared with 0.15% for 2B7B.DE.
D500.DE is categorized as S&P 500, while 2B7B.DE is Materials. D500.DE tracks S&P 500 Index, while 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.05% for D500.DE and 0.15% for 2B7B.DE.
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