INDU.DE vs. 2B7C.DE
INDU.DE (Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both Industrials Equities funds - INDU.DE tracks the STOXX® Europe 600 Industrial Goods & Services while 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 5 years, INDU.DE returned 10.99%/yr vs 13.22%/yr for 2B7C.DE. A 0.66 correlation means they provide meaningful diversification when combined. INDU.DE charges 0.30%/yr vs 0.15%/yr for 2B7C.DE.
Performance
INDU.DE vs. 2B7C.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, INDU.DE achieves a 7.12% return, which is significantly lower than 2B7C.DE's 13.30% return.
INDU.DE
- 1D
- 0.52%
- 1M
- 2.01%
- YTD
- 7.12%
- 6M
- 9.36%
- 1Y
- 13.18%
- 3Y*
- 17.43%
- 5Y*
- 10.99%
- 10Y*
- 11.95%
2B7C.DE
- 1D
- -0.23%
- 1M
- 2.46%
- YTD
- 13.30%
- 6M
- 14.07%
- 1Y
- 20.91%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
INDU.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDU.DE Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist | 7.12% | 23.70% | 14.73% | 23.09% | -18.53% | 27.51% | 5.83% | 37.09% | -14.02% | 9.93% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | -0.20% | 32.19% | -0.63% | 32.20% | -10.13% | 4.44% |
Correlation
The correlation between INDU.DE and 2B7C.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.66 |
The correlation between INDU.DE and 2B7C.DE has been stable across timeframes, ranging from 0.60 to 0.66 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
INDU.DE vs. 2B7C.DE — Risk / Return Rank
INDU.DE
2B7C.DE
INDU.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist (INDU.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.
| INDU.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.26 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.34 | -1.34 |
| Martin ratioReturn relative to average drawdown | 3.46 | 7.59 | -4.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| INDU.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.44 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.78 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.60 | +0.04 |
Drawdowns
INDU.DE vs. 2B7C.DE - Drawdown Comparison
The maximum INDU.DE drawdown since its inception was -42.05%, roughly equal to the maximum 2B7C.DE drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for INDU.DE and 2B7C.DE.
Loading charts...
Drawdown Indicators
| INDU.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.05% | -41.33% | -0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -8.89% | -4.21% |
Max Drawdown (3Y)Largest decline over 3 years | -18.84% | -22.66% | +3.82% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -22.66% | -8.21% |
Max Drawdown (10Y)Largest decline over 10 years | -42.05% | — | — |
Current DrawdownCurrent decline from peak | -2.42% | -0.47% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -5.04% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 2.75% | +1.05% |
Volatility
INDU.DE vs. 2B7C.DE - Volatility Comparison
Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist (INDU.DE) has a higher volatility of 6.52% compared to iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) at 3.74%. This indicates that INDU.DE's price experiences larger fluctuations and is considered to be riskier than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| INDU.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 3.74% | +2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 16.88% | 10.98% | +5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.22% | 14.45% | +5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.64% | 16.73% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 19.35% | +0.58% |
INDU.DE vs. 2B7C.DE - Expense Ratio Comparison
INDU.DE has a 0.30% expense ratio, which is higher than 2B7C.DE's 0.15% expense ratio.
Dividends
INDU.DE vs. 2B7C.DE - Dividend Comparison
INDU.DE's dividend yield for the trailing twelve months is around 1.53%, while 2B7C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INDU.DE Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist | 1.53% | 1.64% | 1.80% | 1.56% | 2.56% | 1.18% | 1.37% | 1.79% | 2.34% | 0.15% |
Frequently Asked Questions
INDU.DE and 2B7C.DE have a correlation of 0.64, 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 0.30% for INDU.DE.
INDU.DE tracks STOXX® Europe 600 Industrial Goods & Services, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for INDU.DE and 0.15% for 2B7C.DE.
Find the right allocation for INDU.DE and 2B7C.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer