IBCK.DE vs. 2B7B.DE
IBCK.DE (iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)) and 2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) are both exchange-traded funds - IBCK.DE is a S&P 500 fund tracking the S&P 500 Minimum Volatility, 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, IBCK.DE returned 9.91%/yr vs 5.89%/yr for 2B7B.DE. A 0.67 correlation means they provide meaningful diversification when combined. IBCK.DE charges 0.20%/yr vs 0.15%/yr for 2B7B.DE.
Performance
IBCK.DE vs. 2B7B.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCK.DE achieves a 5.14% return, which is significantly lower than 2B7B.DE's 12.98% return.
IBCK.DE
- 1D
- 0.27%
- 1M
- 4.51%
- YTD
- 5.14%
- 6M
- 5.73%
- 1Y
- 9.44%
- 3Y*
- 10.94%
- 5Y*
- 9.91%
- 10Y*
- 10.32%
2B7B.DE
- 1D
- -0.32%
- 1M
- 1.48%
- YTD
- 12.98%
- 6M
- 17.01%
- 1Y
- 16.17%
- 3Y*
- 8.06%
- 5Y*
- 5.89%
- 10Y*
- —
IBCK.DE vs. 2B7B.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCK.DE iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) | 5.14% | -0.69% | 25.61% | 6.20% | -6.04% | 35.73% | -2.18% | 34.85% | -1.47% | 1.29% |
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 IBCK.DE and 2B7B.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.67 |
Over the past year, the correlation between IBCK.DE and 2B7B.DE has dropped to 0.46 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
IBCK.DE vs. 2B7B.DE — Risk / Return Rank
IBCK.DE
2B7B.DE
IBCK.DE vs. 2B7B.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.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.
| IBCK.DE | 2B7B.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.58 | +0.24 |
| Martin ratioReturn relative to average drawdown | 5.31 | 4.68 | +0.62 |
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
| IBCK.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.04 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.34 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.45 | +0.44 |
Drawdowns
IBCK.DE vs. 2B7B.DE - Drawdown Comparison
The maximum IBCK.DE drawdown since its inception was -33.11%, roughly equal to the maximum 2B7B.DE drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for IBCK.DE and 2B7B.DE.
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Drawdown Indicators
| IBCK.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -34.61% | +1.50% |
Max Drawdown (1Y)Largest decline over 1 year | -5.08% | -10.19% | +5.11% |
Max Drawdown (3Y)Largest decline over 3 years | -17.55% | -24.54% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -17.55% | -24.54% | +6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | — | — |
Current DrawdownCurrent decline from peak | -0.47% | -2.44% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -4.50% | -6.21% | +1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.44% | -1.69% |
Volatility
IBCK.DE vs. 2B7B.DE - Volatility Comparison
The current volatility for iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.DE) is 2.26%, while iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a volatility of 4.84%. This indicates that IBCK.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
| IBCK.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.26% | 4.84% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 5.71% | 12.31% | -6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.73% | 15.43% | -6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.37% | 17.20% | -4.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.02% | 19.16% | -5.14% |
IBCK.DE vs. 2B7B.DE - Expense Ratio Comparison
IBCK.DE has a 0.20% expense ratio, which is higher than 2B7B.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
IBCK.DE vs. 2B7B.DE - Dividend Comparison
Neither IBCK.DE nor 2B7B.DE has paid dividends to shareholders.
Frequently Asked Questions
IBCK.DE and 2B7B.DE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7B.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7B.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for IBCK.DE.
IBCK.DE is categorized as S&P 500, while 2B7B.DE is Materials. IBCK.DE tracks S&P 500 Minimum Volatility, while 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index. Their fees differ too: 0.20% for IBCK.DE and 0.15% for 2B7B.DE.
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