IS20.DE vs. 2B7D.DE
IS20.DE (iShares S&P 500 Top 20 UCITS ETF USD Acc) and 2B7D.DE (iShares S&P 500 Consumer Staples Sector UCITS ETF) are both exchange-traded funds - IS20.DE is a S&P 500 fund tracking the S&P 500 Top 20 Index, while 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples. Both are passively managed. Over the past year, IS20.DE returned 30.08% vs 0.48% for 2B7D.DE. At a 0.01 correlation, their price movements are largely independent. IS20.DE charges 0.10%/yr vs 0.15%/yr for 2B7D.DE.
Performance
IS20.DE vs. 2B7D.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 2B7D.DE's 7.60% return.
IS20.DE
- 1D
- -0.38%
- 1M
- 4.82%
- YTD
- 9.38%
- 6M
- 8.62%
- 1Y
- 30.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
2B7D.DE
- 1D
- 0.07%
- 1M
- -1.94%
- YTD
- 7.60%
- 6M
- 7.27%
- 1Y
- 0.48%
- 3Y*
- 5.47%
- 5Y*
- 7.77%
- 10Y*
- —
IS20.DE vs. 2B7D.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% |
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 7.60% | -8.12% | 0.90% |
Correlation
The correlation between IS20.DE and 2B7D.DE is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2024 | 0.01 |
The correlation between IS20.DE and 2B7D.DE shifts across timeframes, from -0.14 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS20.DE vs. 2B7D.DE — Risk / Return Rank
IS20.DE
2B7D.DE
IS20.DE vs. 2B7D.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 Consumer Staples Sector UCITS ETF (2B7D.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 | 2B7D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.00 | ||
| Sortino ratioReturn per unit of downside risk | +2.55 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.04 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 0.03 | +2.32 |
| Martin ratioReturn relative to average drawdown | 7.30 | 0.05 | +7.25 |
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 | 2B7D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 0.02 | +2.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.35 | +0.42 |
Drawdowns
IS20.DE vs. 2B7D.DE - Drawdown Comparison
The maximum IS20.DE drawdown since its inception was -26.30%, roughly equal to the maximum 2B7D.DE drawdown of -26.89%. Use the drawdown chart below to compare losses from any high point for IS20.DE and 2B7D.DE.
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Drawdown Indicators
| IS20.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.30% | -26.89% | +0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -16.85% | +4.12% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.85% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Current DrawdownCurrent decline from peak | -1.60% | -9.21% | +7.61% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -8.47% | +2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 8.88% | -4.77% |
Volatility
IS20.DE vs. 2B7D.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 Consumer Staples Sector UCITS ETF (2B7D.DE) has a volatility of 6.09%. This indicates that IS20.DE experiences smaller price fluctuations and is considered to be less risky than 2B7D.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 | 2B7D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 6.09% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 11.56% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 25.70% | -10.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 16.48% | +3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.57% | 16.93% | +2.64% |
IS20.DE vs. 2B7D.DE - Expense Ratio Comparison
IS20.DE has a 0.10% expense ratio, which is lower than 2B7D.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. 2B7D.DE - Dividend Comparison
Neither IS20.DE nor 2B7D.DE has paid dividends to shareholders.
Frequently Asked Questions
IS20.DE and 2B7D.DE have a correlation of -0.14, 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 2B7D.DE.
IS20.DE is categorized as S&P 500, while 2B7D.DE is Consumer Staples Equities. IS20.DE tracks S&P 500 Top 20 Index, while 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples. Their fees differ too: 0.10% for IS20.DE and 0.15% for 2B7D.DE.
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