ESIS.DE vs. 2B7D.DE
ESIS.DE (iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)) and 2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) are both Consumer Staples Equities funds from iShares - ESIS.DE tracks the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR while 2B7D.DE tracks the S&P 500 Capped 35/20 Consumer Staples. Both are passively managed. Over the past 5 years, ESIS.DE returned 0.75%/yr vs 7.77%/yr for 2B7D.DE. At a 0.44 correlation, their price movements are largely independent. ESIS.DE charges 0.18%/yr vs 0.15%/yr for 2B7D.DE.
Performance
ESIS.DE vs. 2B7D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIS.DE achieves a -1.50% return, which is significantly lower than 2B7D.DE's 7.60% return.
ESIS.DE
- 1D
- -0.44%
- 1M
- -0.58%
- YTD
- -1.50%
- 6M
- -1.76%
- 1Y
- -4.64%
- 3Y*
- -0.30%
- 5Y*
- 0.75%
- 10Y*
- —
2B7D.DE
- 1D
- 0.07%
- 1M
- -1.94%
- YTD
- 7.60%
- 6M
- 7.27%
- 1Y
- 0.48%
- 3Y*
- 5.47%
- 5Y*
- 7.77%
- 10Y*
- —
ESIS.DE vs. 2B7D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIS.DE iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) | -1.50% | 6.81% | -2.47% | 0.99% | -8.57% | 19.70% | 2.50% |
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 7.60% | -8.12% | 21.83% | -3.82% | 5.50% | 28.07% | -1.36% |
Correlation
The correlation between ESIS.DE and 2B7D.DE is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2020 | 0.44 |
The correlation between ESIS.DE and 2B7D.DE has been stable across timeframes, ranging from 0.43 to 0.52 - a consistent structural relationship.
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Return for Risk
ESIS.DE vs. 2B7D.DE — Risk / Return Rank
ESIS.DE
2B7D.DE
ESIS.DE vs. 2B7D.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.DE) and iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.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.
| ESIS.DE | 2B7D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.04 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.03 | -0.39 |
| Martin ratioReturn relative to average drawdown | -0.77 | 0.05 | -0.82 |
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
| ESIS.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 0.02 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.47 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.35 | -0.13 |
Drawdowns
ESIS.DE vs. 2B7D.DE - Drawdown Comparison
The maximum ESIS.DE drawdown since its inception was -15.05%, smaller than the maximum 2B7D.DE drawdown of -26.89%. Use the drawdown chart below to compare losses from any high point for ESIS.DE and 2B7D.DE.
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Drawdown Indicators
| ESIS.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.05% | -26.89% | +11.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -16.85% | +4.19% |
Max Drawdown (3Y)Largest decline over 3 years | -12.66% | -16.85% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -15.05% | -16.85% | +1.80% |
Current DrawdownCurrent decline from peak | -11.44% | -9.21% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -8.47% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 8.88% | -2.88% |
Volatility
ESIS.DE vs. 2B7D.DE - Volatility Comparison
The current volatility for iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.DE) is 4.80%, while iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a volatility of 6.09%. This indicates that ESIS.DE experiences smaller price fluctuations and is considered to be less risky than 2B7D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESIS.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 6.09% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 11.56% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 25.70% | -11.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 16.48% | -3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.96% | 16.93% | -3.97% |
ESIS.DE vs. 2B7D.DE - Expense Ratio Comparison
ESIS.DE has a 0.18% expense ratio, which is higher than 2B7D.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ESIS.DE vs. 2B7D.DE - Dividend Comparison
Neither ESIS.DE nor 2B7D.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIS.DE and 2B7D.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7D.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7D.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for ESIS.DE.
ESIS.DE tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples. Their fees differ too: 0.18% for ESIS.DE and 0.15% for 2B7D.DE.
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