ISX5.L vs. 2B76.DE
ISX5.L (iShares Core EURO STOXX 50 UCITS ETF) and 2B76.DE (iShares Automation & Robotics UCITS ETF) are both exchange-traded funds - ISX5.L is a Europe Equities fund tracking the MSCI EMU NR EUR, while 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics. Both are passively managed. Over the past 5 years, ISX5.L returned 10.63%/yr vs 10.51%/yr for 2B76.DE. A 0.69 correlation means they provide meaningful diversification when combined. ISX5.L charges 0.00%/yr vs 0.40%/yr for 2B76.DE.
Performance
ISX5.L vs. 2B76.DE - Performance Comparison
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Different Trading Currencies
ISX5.L is traded in USD, while 2B76.DE is traded in EUR. To make them comparable, the 2B76.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ISX5.L achieves a 7.24% return, which is significantly lower than 2B76.DE's 27.18% return.
ISX5.L
- 1D
- 2.46%
- 1M
- 3.59%
- YTD
- 7.24%
- 6M
- 8.56%
- 1Y
- 19.84%
- 3Y*
- 18.31%
- 5Y*
- 10.63%
- 10Y*
- 13.05%
2B76.DE
- 1D
- 3.88%
- 1M
- 2.72%
- YTD
- 27.18%
- 6M
- 27.63%
- 1Y
- 44.27%
- 3Y*
- 20.04%
- 5Y*
- 10.51%
- 10Y*
- —
ISX5.L vs. 2B76.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISX5.L iShares Core EURO STOXX 50 UCITS ETF | 7.24% | 37.35% | 4.59% | 26.91% | -13.63% | 13.94% | 6.81% | 25.61% | 1.58% | 9.70% |
2B76.DE iShares Automation & Robotics UCITS ETF | 27.18% | 17.98% | 5.71% | 39.27% | -34.83% | 21.80% | 38.47% | 38.93% | -19.49% | 47.71% |
Correlation
The correlation between ISX5.L and 2B76.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.69 |
The correlation between ISX5.L and 2B76.DE shifts across timeframes, from 0.62 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
ISX5.L vs. 2B76.DE — Risk / Return Rank
ISX5.L
2B76.DE
ISX5.L vs. 2B76.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core EURO STOXX 50 UCITS ETF (ISX5.L) and iShares Automation & Robotics UCITS ETF (2B76.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ISX5.L | 2B76.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.75 | -1.36 |
| Martin ratioReturn relative to average drawdown | 4.69 | 9.45 | -4.76 |
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Drawdowns
ISX5.L vs. 2B76.DE - Drawdown Comparison
The maximum ISX5.L drawdown since its inception was -38.62%, smaller than the maximum 2B76.DE drawdown of -44.48%. Use the drawdown chart below to compare losses from any high point for ISX5.L and 2B76.DE.
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Drawdown Indicators
| ISX5.L | 2B76.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -44.48% | +5.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -15.34% | +2.42% |
Max Drawdown (3Y)Largest decline over 3 years | -15.36% | -25.93% | +10.57% |
Max Drawdown (5Y)Largest decline over 5 years | -34.86% | -44.48% | +9.62% |
Max Drawdown (10Y)Largest decline over 10 years | -38.62% | — | — |
Current DrawdownCurrent decline from peak | -0.19% | -1.32% | +1.13% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -11.46% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 4.48% | -0.63% |
Volatility
ISX5.L vs. 2B76.DE - Volatility Comparison
The current volatility for iShares Core EURO STOXX 50 UCITS ETF (ISX5.L) is 5.29%, while iShares Automation & Robotics UCITS ETF (2B76.DE) has a volatility of 9.33%. This indicates that ISX5.L experiences smaller price fluctuations and is considered to be less risky than 2B76.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISX5.L | 2B76.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 9.33% | -4.04% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 19.02% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.30% | 23.22% | -4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.91% | 23.49% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 23.32% | -1.35% |
ISX5.L vs. 2B76.DE - Expense Ratio Comparison
ISX5.L has a 0.00% expense ratio, which is lower than 2B76.DE's 0.40% expense ratio.
Dividends
ISX5.L vs. 2B76.DE - Dividend Comparison
Neither ISX5.L nor 2B76.DE has paid dividends to shareholders.
Frequently Asked Questions
ISX5.L and 2B76.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISX5.L is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISX5.L is cheaper with a 0.00% expense ratio, compared with 0.40% for 2B76.DE.
ISX5.L is categorized as Europe Equities, while 2B76.DE is Robotics. ISX5.L tracks MSCI EMU NR EUR, while 2B76.DE tracks iSTOXX® FactSet Automation & Robotics. Their fees differ too: 0.00% for ISX5.L and 0.40% for 2B76.DE.
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