H1D5.DE vs. 2B7C.DE
H1D5.DE (Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc)) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - H1D5.DE is a S&P 500 fund tracking the S&P 500 Index (EUR Hedged), 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, H1D5.DE returned 10.23%/yr vs 14.49%/yr for 2B7C.DE. A 0.69 correlation means they provide meaningful diversification when combined. H1D5.DE charges 0.28%/yr vs 0.15%/yr for 2B7C.DE.
Performance
H1D5.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, H1D5.DE achieves a 7.77% return, which is significantly lower than 2B7C.DE's 21.40% return.
H1D5.DE
- 1D
- 0.16%
- 1M
- -1.01%
- 6M
- 8.69%
- YTD
- 7.77%
- 1Y
- 17.66%
- 3Y*
- 17.64%
- 5Y*
- 10.23%
- 10Y*
- 12.69%
2B7C.DE
- 1D
- 0.51%
- 1M
- 6.88%
- 6M
- 21.08%
- YTD
- 21.40%
- 1Y
- 28.36%
- 3Y*
- 19.26%
- 5Y*
- 14.49%
- 10Y*
- —
H1D5.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
H1D5.DE Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) | 7.77% | 15.23% | 22.75% | 23.18% | -21.57% | 28.78% | 15.86% | 27.46% | -8.35% | 14.03% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.40% | 6.93% | 23.74% | 13.77% | -0.13% | 32.10% | -0.53% | 32.25% | -10.21% | -2.64% |
Correlation
The correlation between H1D5.DE and 2B7C.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.69 |
The correlation between H1D5.DE and 2B7C.DE shifts across timeframes, from 0.55 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
H1D5.DE vs. 2B7C.DE — Risk / Return Rank
H1D5.DE
2B7C.DE
H1D5.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| H1D5.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 3.17 | -1.14 |
| Martin ratioReturn relative to average drawdown | 8.17 | 10.37 | -2.20 |
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Drawdowns
H1D5.DE vs. 2B7C.DE - Drawdown Comparison
The maximum H1D5.DE drawdown since its inception was -33.97%, smaller than the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for H1D5.DE and 2B7C.DE.
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Drawdown Indicators
| H1D5.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -41.31% | +7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -8.89% | +0.23% |
Max Drawdown (3Y)Largest decline over 3 years | -18.36% | -22.67% | +4.31% |
Max Drawdown (5Y)Largest decline over 5 years | -25.97% | -22.67% | -3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.97% | — | — |
Current DrawdownCurrent decline from peak | -1.58% | -0.73% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -5.81% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 2.73% | -0.57% |
Volatility
H1D5.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.DE) is 4.07%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 4.66%. This indicates that H1D5.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.
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Volatility by Period
| H1D5.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 4.66% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | 11.50% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 14.96% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.03% | 16.84% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 20.22% | -4.10% |
H1D5.DE vs. 2B7C.DE - Expense Ratio Comparison
H1D5.DE has a 0.28% expense ratio, which is higher than 2B7C.DE's 0.15% expense ratio.
Dividends
H1D5.DE vs. 2B7C.DE - Dividend Comparison
Neither H1D5.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
H1D5.DE and 2B7C.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.28% for H1D5.DE.
H1D5.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. H1D5.DE tracks S&P 500 Index (EUR Hedged), while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.28% for H1D5.DE and 0.15% for 2B7C.DE.
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