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IS4S.DE vs. 2B79.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IS4S.DE vs. 2B79.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Digital Security UCITS ETF USD (Dist) (IS4S.DE) and iShares Digitalisation UCITS ETF (2B79.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, IS4S.DE achieves a 19.89% return, which is significantly higher than 2B79.DE's 1.48% return.


IS4S.DE

1D
-2.36%
1M
11.23%
YTD
19.89%
6M
20.35%
1Y
22.18%
3Y*
18.46%
5Y*
11.11%
10Y*

2B79.DE

1D
-1.85%
1M
9.09%
YTD
1.48%
6M
0.07%
1Y
-3.45%
3Y*
11.29%
5Y*
1.74%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IS4S.DE vs. 2B79.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IS4S.DE
iShares Digital Security UCITS ETF USD (Dist)
19.89%-0.10%22.79%29.73%-25.07%27.43%15.19%32.59%-7.78%
2B79.DE
iShares Digitalisation UCITS ETF
1.48%-6.47%29.11%28.57%-32.56%8.74%28.52%29.93%-10.22%

Correlation

The correlation between IS4S.DE and 2B79.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

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

0.87

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

0.89

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2018

0.90

The correlation between IS4S.DE and 2B79.DE has been stable across timeframes, ranging from 0.80 to 0.90 - a consistent structural relationship.

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Return for Risk

IS4S.DE vs. 2B79.DE — Risk / Return Rank

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

IS4S.DE
IS4S.DE Risk / Return Rank: 3333
Overall Rank
IS4S.DE Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
IS4S.DE Sortino Ratio Rank: 3232
Sortino Ratio Rank
IS4S.DE Omega Ratio Rank: 3131
Omega Ratio Rank
IS4S.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
IS4S.DE Martin Ratio Rank: 3232
Martin Ratio Rank

2B79.DE
2B79.DE Risk / Return Rank: 88
Overall Rank
2B79.DE Sharpe Ratio Rank: 88
Sharpe Ratio Rank
2B79.DE Sortino Ratio Rank: 88
Sortino Ratio Rank
2B79.DE Omega Ratio Rank: 88
Omega Ratio Rank
2B79.DE Calmar Ratio Rank: 88
Calmar Ratio Rank
2B79.DE Martin Ratio Rank: 88
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.

IS4S.DE vs. 2B79.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Digital Security UCITS ETF USD (Dist) (IS4S.DE) and iShares Digitalisation UCITS ETF (2B79.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.


IS4S.DE2B79.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.22

Sortino ratioReturn per unit of downside risk

+1.70

Omega ratioGain probability vs. loss probability

1.21

1.00

+0.21

Calmar ratioReturn relative to maximum drawdown

1.85

-0.08

+1.93

Martin ratioReturn relative to average drawdown

4.56

-0.19

+4.75

IS4S.DE vs. 2B79.DE - Sharpe Ratio Comparison

The current IS4S.DE Sharpe Ratio is 1.11, which is higher than the 2B79.DE Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of IS4S.DE and 2B79.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


IS4S.DE2B79.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

-0.11

+1.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.09

+0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.43

+0.23

Drawdowns

IS4S.DE vs. 2B79.DE - Drawdown Comparison

The maximum IS4S.DE drawdown since its inception was -32.25%, smaller than the maximum 2B79.DE drawdown of -38.40%. Use the drawdown chart below to compare losses from any high point for IS4S.DE and 2B79.DE.


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Drawdown Indicators


IS4S.DE2B79.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.25%

-38.40%

+6.15%

Max Drawdown (1Y)

Largest decline over 1 year

-12.18%

-22.05%

+9.87%

Max Drawdown (3Y)

Largest decline over 3 years

-27.06%

-27.88%

+0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-28.04%

-38.40%

+10.36%

Current Drawdown

Current decline from peak

-3.05%

-13.25%

+10.20%

Average Drawdown

Average peak-to-trough decline

-8.82%

-11.26%

+2.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.95%

10.03%

-5.08%

Volatility

IS4S.DE vs. 2B79.DE - Volatility Comparison

iShares Digital Security UCITS ETF USD (Dist) (IS4S.DE) has a higher volatility of 7.92% compared to iShares Digitalisation UCITS ETF (2B79.DE) at 5.57%. This indicates that IS4S.DE's price experiences larger fluctuations and is considered to be riskier than 2B79.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IS4S.DE2B79.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.92%

5.57%

+2.35%

Volatility (6M)

Calculated over the trailing 6-month period

15.87%

13.51%

+2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

20.32%

17.13%

+3.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.85%

20.15%

-0.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.17%

19.80%

+0.37%

IS4S.DE vs. 2B79.DE - Expense Ratio Comparison

Both IS4S.DE and 2B79.DE have an expense ratio of 0.40%.


Dividends

IS4S.DE vs. 2B79.DE - Dividend Comparison

IS4S.DE's dividend yield for the trailing twelve months is around 0.28%, while 2B79.DE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
2B79.DE
iShares Digitalisation UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IS4S.DE
iShares Digital Security UCITS ETF USD (Dist)
0.28%0.34%0.44%0.40%0.91%1.00%1.03%0.88%

Frequently Asked Questions


IS4S.DE and 2B79.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IS4S.DE and 2B79.DE have the same expense ratio: 0.40% per year.

IS4S.DE tracks STOXX® Global Digital Security, while 2B79.DE tracks iSTOXX® FactSet Digitalisation.

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