F500.DE vs. 2B7B.DE
F500.DE (Amundi S&P 500 ESG UCITS ETF Acc) and 2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) are both exchange-traded funds - F500.DE is a S&P 500 fund tracking the S&P 500 ESG+, 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, F500.DE returned 15.55%/yr vs 5.89%/yr for 2B7B.DE. A 0.67 correlation means they provide meaningful diversification when combined. F500.DE charges 0.12%/yr vs 0.15%/yr for 2B7B.DE.
Performance
F500.DE vs. 2B7B.DE - Performance Comparison
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Returns By Period
In the year-to-date period, F500.DE achieves a 11.02% return, which is significantly lower than 2B7B.DE's 12.98% return.
F500.DE
- 1D
- 0.66%
- 1M
- 5.52%
- YTD
- 11.02%
- 6M
- 11.61%
- 1Y
- 28.59%
- 3Y*
- 18.57%
- 5Y*
- 15.55%
- 10Y*
- —
2B7B.DE
- 1D
- -0.32%
- 1M
- 1.48%
- YTD
- 12.98%
- 6M
- 17.01%
- 1Y
- 16.17%
- 3Y*
- 8.06%
- 5Y*
- 5.89%
- 10Y*
- —
F500.DE vs. 2B7B.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
F500.DE Amundi S&P 500 ESG UCITS ETF Acc | 11.02% | 5.41% | 31.71% | 24.10% | -14.24% | 43.57% | 6.01% | 34.18% | -11.70% |
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% | -12.96% |
Correlation
The correlation between F500.DE and 2B7B.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Aug 22, 2018 | 0.67 |
Over the past year, the correlation between F500.DE and 2B7B.DE has dropped to 0.43 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
F500.DE vs. 2B7B.DE — Risk / Return Rank
F500.DE
2B7B.DE
F500.DE vs. 2B7B.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 ESG UCITS ETF Acc (F500.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.
| F500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.18 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.88 | 1.58 | +2.30 |
| Martin ratioReturn relative to average drawdown | 14.92 | 4.68 | +10.23 |
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
| F500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.44 | 1.04 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.34 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.45 | +0.43 |
Drawdowns
F500.DE vs. 2B7B.DE - Drawdown Comparison
The maximum F500.DE drawdown since its inception was -33.80%, roughly equal to the maximum 2B7B.DE drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for F500.DE and 2B7B.DE.
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Drawdown Indicators
| F500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -34.61% | +0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -10.19% | +2.86% |
Max Drawdown (3Y)Largest decline over 3 years | -23.49% | -24.54% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.49% | -24.54% | +1.05% |
Current DrawdownCurrent decline from peak | 0.00% | -2.44% | +2.44% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -6.21% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 3.44% | -1.53% |
Volatility
F500.DE vs. 2B7B.DE - Volatility Comparison
The current volatility for Amundi S&P 500 ESG UCITS ETF Acc (F500.DE) is 2.88%, while iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a volatility of 4.84%. This indicates that F500.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
| F500.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.88% | 4.84% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 12.31% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.68% | 15.43% | -3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 17.20% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 19.16% | -2.16% |
F500.DE vs. 2B7B.DE - Expense Ratio Comparison
F500.DE has a 0.12% 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
F500.DE vs. 2B7B.DE - Dividend Comparison
Neither F500.DE nor 2B7B.DE has paid dividends to shareholders.
Frequently Asked Questions
F500.DE and 2B7B.DE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, F500.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
F500.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for 2B7B.DE.
F500.DE is categorized as S&P 500, while 2B7B.DE is Materials. F500.DE tracks S&P 500 ESG+, while 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.12% for F500.DE and 0.15% for 2B7B.DE.
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