IS20.DE vs. 2B7A.DE
IS20.DE (iShares S&P 500 Top 20 UCITS ETF USD Acc) and 2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) are both exchange-traded funds - IS20.DE is a S&P 500 fund tracking the S&P 500 Top 20 Index, while 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities. Both are passively managed. Over the past year, IS20.DE returned 30.08% vs 8.20% for 2B7A.DE. At a 0.18 correlation, their price movements are largely independent. IS20.DE charges 0.10%/yr vs 0.15%/yr for 2B7A.DE.
Performance
IS20.DE vs. 2B7A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS20.DE achieves a 9.38% return, which is significantly higher than 2B7A.DE's 3.01% return.
IS20.DE
- 1D
- -0.38%
- 1M
- 4.82%
- YTD
- 9.38%
- 6M
- 8.62%
- 1Y
- 30.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
2B7A.DE
- 1D
- -2.24%
- 1M
- -4.22%
- YTD
- 3.01%
- 6M
- 1.01%
- 1Y
- 8.20%
- 3Y*
- 9.59%
- 5Y*
- 9.44%
- 10Y*
- —
IS20.DE vs. 2B7A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IS20.DE iShares S&P 500 Top 20 UCITS ETF USD Acc | 9.38% | 6.77% | 6.20% |
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | -2.27% |
Correlation
The correlation between IS20.DE and 2B7A.DE is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2024 | 0.18 |
The correlation between IS20.DE and 2B7A.DE shifts across timeframes, from 0.06 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS20.DE vs. 2B7A.DE — Risk / Return Rank
IS20.DE
2B7A.DE
IS20.DE vs. 2B7A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Top 20 UCITS ETF USD Acc (IS20.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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.
| IS20.DE | 2B7A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.57 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.08 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 0.72 | +1.63 |
| Martin ratioReturn relative to average drawdown | 7.30 | 1.49 | +5.81 |
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
| IS20.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 0.45 | +1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.43 | +0.34 |
Drawdowns
IS20.DE vs. 2B7A.DE - Drawdown Comparison
The maximum IS20.DE drawdown since its inception was -26.30%, smaller than the maximum 2B7A.DE drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for IS20.DE and 2B7A.DE.
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Drawdown Indicators
| IS20.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.30% | -35.70% | +9.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -9.22% | -3.51% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.84% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.81% | — |
Current DrawdownCurrent decline from peak | -1.60% | -8.77% | +7.17% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -10.03% | +3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 4.48% | -0.37% |
Volatility
IS20.DE vs. 2B7A.DE - Volatility Comparison
The current volatility for iShares S&P 500 Top 20 UCITS ETF USD Acc (IS20.DE) is 3.65%, while iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a volatility of 5.01%. This indicates that IS20.DE experiences smaller price fluctuations and is considered to be less risky than 2B7A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS20.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 5.01% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 12.01% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 14.74% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 17.01% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.57% | 19.65% | -0.08% |
IS20.DE vs. 2B7A.DE - Expense Ratio Comparison
IS20.DE has a 0.10% expense ratio, which is lower than 2B7A.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IS20.DE vs. 2B7A.DE - Dividend Comparison
Neither IS20.DE nor 2B7A.DE has paid dividends to shareholders.
Frequently Asked Questions
IS20.DE and 2B7A.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS20.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS20.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for 2B7A.DE.
IS20.DE is categorized as S&P 500, while 2B7A.DE is Utilities Equities. IS20.DE tracks S&P 500 Top 20 Index, while 2B7A.DE tracks S&P 500 Capped 35/20 Utilities. Their fees differ too: 0.10% for IS20.DE and 0.15% for 2B7A.DE.
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