FBTU.L vs. 2B77.DE
FBTU.L (First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating) and 2B77.DE (iShares Ageing Population UCITS ETF) are both Health & Biotech Equities funds. Over the past 5 years, FBTU.L returned 6.94%/yr vs 4.18%/yr for 2B77.DE. A 0.68 correlation means they provide meaningful diversification when combined. FBTU.L charges 0.60%/yr vs 0.40%/yr for 2B77.DE.
Performance
FBTU.L vs. 2B77.DE - Performance Comparison
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Different Trading Currencies
FBTU.L is traded in USD, while 2B77.DE is traded in EUR. To make them comparable, the 2B77.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, FBTU.L achieves a 8.73% return, which is significantly higher than 2B77.DE's 1.65% return.
FBTU.L
- 1D
- 4.34%
- 1M
- 9.71%
- YTD
- 8.73%
- 6M
- 6.95%
- 1Y
- 38.25%
- 3Y*
- 13.28%
- 5Y*
- 6.94%
- 10Y*
- —
2B77.DE
- 1D
- 1.94%
- 1M
- -0.38%
- YTD
- 1.65%
- 6M
- 4.10%
- 1Y
- 18.73%
- 3Y*
- 13.96%
- 5Y*
- 4.18%
- 10Y*
- —
FBTU.L vs. 2B77.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | 8.73% | 25.95% | 4.74% | 3.91% | -5.96% | -3.77% | 3.88% |
2B77.DE iShares Ageing Population UCITS ETF | 1.65% | 27.88% | 7.76% | 8.48% | -13.99% | 4.32% | 31.93% |
Correlation
The correlation between FBTU.L and 2B77.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2020 | 0.68 |
The correlation between FBTU.L and 2B77.DE has been stable across timeframes, ranging from 0.62 to 0.69 - a consistent structural relationship.
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Return for Risk
FBTU.L vs. 2B77.DE — Risk / Return Rank
FBTU.L
2B77.DE
FBTU.L vs. 2B77.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) and iShares Ageing Population UCITS ETF (2B77.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.
| FBTU.L | 2B77.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 2.23 | +0.43 |
| Martin ratioReturn relative to average drawdown | 7.17 | 8.17 | -1.00 |
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
| FBTU.L | 2B77.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 1.41 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.25 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.42 | -0.15 |
Drawdowns
FBTU.L vs. 2B77.DE - Drawdown Comparison
The maximum FBTU.L drawdown since its inception was -33.73%, smaller than the maximum 2B77.DE drawdown of -40.07%. Use the drawdown chart below to compare losses from any high point for FBTU.L and 2B77.DE.
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Drawdown Indicators
| FBTU.L | 2B77.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.73% | -40.07% | +6.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -8.35% | -5.95% |
Max Drawdown (3Y)Largest decline over 3 years | -22.47% | -16.15% | -6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -29.97% | -28.06% | -1.91% |
Current DrawdownCurrent decline from peak | 0.00% | -1.86% | +1.86% |
Average DrawdownAverage peak-to-trough decline | -13.11% | -8.66% | -4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.32% | 2.29% | +3.03% |
Volatility
FBTU.L vs. 2B77.DE - Volatility Comparison
First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) has a higher volatility of 7.25% compared to iShares Ageing Population UCITS ETF (2B77.DE) at 3.77%. This indicates that FBTU.L's price experiences larger fluctuations and is considered to be riskier than 2B77.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBTU.L | 2B77.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 3.77% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 16.34% | 10.26% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.31% | 13.20% | +8.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.91% | 16.82% | +4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 17.54% | +3.84% |
FBTU.L vs. 2B77.DE - Expense Ratio Comparison
FBTU.L has a 0.60% expense ratio, which is higher than 2B77.DE's 0.40% expense ratio.
Dividends
FBTU.L vs. 2B77.DE - Dividend Comparison
Neither FBTU.L nor 2B77.DE has paid dividends to shareholders.
Frequently Asked Questions
FBTU.L and 2B77.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B77.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B77.DE is cheaper with a 0.40% expense ratio, compared with 0.60% for FBTU.L.
They also come from different issuers: First Trust and iShares. Their fees differ too: 0.60% for FBTU.L and 0.40% for 2B77.DE.
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