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IBCK.DE vs. SPY1.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBCK.DE vs. SPY1.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.DE) and SPDR S&P 500 Low Volatility UCITS ETF (SPY1.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBCK.DE achieves a 5.14% return, which is significantly higher than SPY1.DE's 2.00% return. Over the past 10 years, IBCK.DE has outperformed SPY1.DE with an annualized return of 10.32%, while SPY1.DE has yielded a comparatively lower 7.35% annualized 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%

SPY1.DE

1D
-0.18%
1M
-1.34%
YTD
2.00%
6M
1.72%
1Y
-1.53%
3Y*
4.28%
5Y*
5.96%
10Y*
7.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBCK.DE vs. SPY1.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%2.29%
SPY1.DE
SPDR S&P 500 Low Volatility UCITS ETF
2.00%-7.26%20.46%-3.91%0.94%34.70%-10.69%29.65%3.67%2.32%

Correlation

The correlation between IBCK.DE and SPY1.DE is 0.54, 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

0.54

Correlation (3Y)
Calculated over the trailing 3-year period

0.71

Correlation (5Y)
Calculated over the trailing 5-year period

0.78

Correlation (10Y)
Calculated over the trailing 10-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Feb 20, 2013

0.86

Over the past year, the correlation between IBCK.DE and SPY1.DE has dropped to 0.54 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.

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Return for Risk

IBCK.DE vs. SPY1.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBCK.DE
IBCK.DE Risk / Return Rank: 3232
Overall Rank
IBCK.DE Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
IBCK.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
IBCK.DE Omega Ratio Rank: 2929
Omega Ratio Rank
IBCK.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
IBCK.DE Martin Ratio Rank: 3535
Martin Ratio Rank

SPY1.DE
SPY1.DE Risk / Return Rank: 77
Overall Rank
SPY1.DE Sharpe Ratio Rank: 77
Sharpe Ratio Rank
SPY1.DE Sortino Ratio Rank: 77
Sortino Ratio Rank
SPY1.DE Omega Ratio Rank: 77
Omega Ratio Rank
SPY1.DE Calmar Ratio Rank: 77
Calmar Ratio Rank
SPY1.DE Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBCK.DE vs. SPY1.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 SPDR S&P 500 Low Volatility UCITS ETF (SPY1.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.DESPY1.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.22

Sortino ratioReturn per unit of downside risk

+1.68

Omega ratioGain probability vs. loss probability

1.19

0.98

+0.21

Calmar ratioReturn relative to maximum drawdown

1.83

-0.23

+2.05

Martin ratioReturn relative to average drawdown

5.31

-0.48

+5.79

IBCK.DE vs. SPY1.DE - Sharpe Ratio Comparison

The current IBCK.DE Sharpe Ratio is 1.07, which is higher than the SPY1.DE Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of IBCK.DE and SPY1.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IBCK.DESPY1.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

-0.15

+1.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.47

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.52

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.88

0.69

+0.19

Drawdowns

IBCK.DE vs. SPY1.DE - Drawdown Comparison

The maximum IBCK.DE drawdown since its inception was -33.11%, smaller than the maximum SPY1.DE drawdown of -35.30%. Use the drawdown chart below to compare losses from any high point for IBCK.DE and SPY1.DE.


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Drawdown Indicators


IBCK.DESPY1.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.11%

-35.30%

+2.19%

Max Drawdown (1Y)

Largest decline over 1 year

-5.08%

-6.77%

+1.69%

Max Drawdown (3Y)

Largest decline over 3 years

-17.55%

-14.59%

-2.96%

Max Drawdown (5Y)

Largest decline over 5 years

-17.55%

-16.32%

-1.23%

Max Drawdown (10Y)

Largest decline over 10 years

-33.11%

-35.30%

+2.19%

Current Drawdown

Current decline from peak

-0.47%

-11.45%

+10.98%

Average Drawdown

Average peak-to-trough decline

-4.50%

-6.16%

+1.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.75%

3.15%

-1.40%

Volatility

IBCK.DE vs. SPY1.DE - Volatility Comparison

The current volatility for iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.DE) is 2.26%, while SPDR S&P 500 Low Volatility UCITS ETF (SPY1.DE) has a volatility of 3.46%. This indicates that IBCK.DE experiences smaller price fluctuations and is considered to be less risky than SPY1.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.DESPY1.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.26%

3.46%

-1.20%

Volatility (6M)

Calculated over the trailing 6-month period

5.71%

7.38%

-1.67%

Volatility (1Y)

Calculated over the trailing 1-year period

8.73%

10.25%

-1.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.37%

12.47%

-0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.02%

14.00%

+0.02%

IBCK.DE vs. SPY1.DE - Expense Ratio Comparison

IBCK.DE has a 0.20% expense ratio, which is lower than SPY1.DE's 0.35% expense ratio.


Dividends

IBCK.DE vs. SPY1.DE - Dividend Comparison

Neither IBCK.DE nor SPY1.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IBCK.DE and SPY1.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBCK.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBCK.DE is cheaper with a 0.20% expense ratio, compared with 0.35% for SPY1.DE.

IBCK.DE tracks S&P 500 Minimum Volatility, while SPY1.DE tracks S&P 500 Low Volatility. They also come from different issuers: iShares and State Street. Their fees differ too: 0.20% for IBCK.DE and 0.35% for SPY1.DE.

Portfolio Optimizer

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