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ITA vs. 2B7C.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ITA vs. 2B7C.DE

Last updated Apr 2, 2026

Compare and contrast key facts about iShares U.S. Aerospace & Defense ETF (ITA) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE).

ITA and 2B7C.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITA is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Aerospace & Defense Index. It was launched on May 5, 2006. 2B7C.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Industrials. It was launched on Mar 20, 2017. Both ITA and 2B7C.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

ITA vs. 2B7C.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Aerospace & Defense ETF (ITA) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE). The values are adjusted to include any dividend payments, if applicable.

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ITA vs. 2B7C.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ITA
iShares U.S. Aerospace & Defense ETF		4.24%48.64%15.81%14.33%9.96%9.39%-13.57%30.51%-7.22%27.67%
2B7C.DE
iShares S&P 500 Industrials Sector UCITS ETF		5.42%20.70%16.64%17.49%-5.70%21.77%9.08%29.41%-14.35%16.27%
Different Trading Currencies

ITA is traded in USD, while 2B7C.DE is traded in EUR. To make them comparable, the 2B7C.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ITA achieves a 4.24% return, which is significantly lower than 2B7C.DE's 5.42% return.

ITA

1D
2.24%
1M
-10.69%
YTD
4.24%
6M
6.95%
1Y
45.80%
3Y*
25.76%
5Y*
17.41%
10Y*
15.49%

2B7C.DE

1D
3.36%
1M
-6.94%
YTD
5.42%
6M
7.53%
1Y
26.97%
3Y*
19.34%
5Y*
12.24%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares U.S. Aerospace & Defense ETF

iShares S&P 500 Industrials Sector UCITS ETF

Often compared with ITA:
ITA vs. XARITA vs. PPAITA vs. SHLDITA vs. VOOITA vs. ARKXITA vs. FSDAXITA vs. DFEN
Often compared with 2B7C.DE:
2B7C.DE vs. DFND2B7C.DE vs. SXR8.DE2B7C.DE vs. IYJ2B7C.DE vs. XSXD.DE2B7C.DE vs. 4UBQ.DE2B7C.DE vs. IBCK.DE2B7C.DE vs. H4ZF.DE

ITA vs. 2B7C.DE - Expense Ratio Comparison

ITA has a 0.42% expense ratio, which is higher than 2B7C.DE's 0.15% expense ratio.

ITA
iShares U.S. Aerospace & Defense ETF
2B7C.DE
iShares S&P 500 Industrials Sector UCITS ETF

Return for Risk

ITA vs. 2B7C.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ITA
ITA Risk / Return Rank: 8989
Overall Rank
ITA Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ITA Sortino Ratio Rank: 9090
Sortino Ratio Rank
ITA Omega Ratio Rank: 8787
Omega Ratio Rank
ITA Calmar Ratio Rank: 8989
Calmar Ratio Rank
ITA Martin Ratio Rank: 8888
Martin Ratio Rank
2B7C.DE
2B7C.DE Risk / Return Rank: 5656
Overall Rank
2B7C.DE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
2B7C.DE Sortino Ratio Rank: 4949
Sortino Ratio Rank
2B7C.DE Omega Ratio Rank: 4949
Omega Ratio Rank
2B7C.DE Calmar Ratio Rank: 7171
Calmar Ratio Rank
2B7C.DE Martin Ratio Rank: 6161
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.

ITA vs. 2B7C.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aerospace & Defense ETF (ITA) 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.

ITA2B7C.DEDifference

Sharpe ratio

Return per unit of total volatility

1.97

1.43

+0.54

Sortino ratio

Return per unit of downside risk

2.60

2.06

+0.54

Omega ratio

Gain probability vs. loss probability

1.37

1.29

+0.08

Calmar ratio

Return relative to maximum drawdown

2.96

2.46

+0.50

Martin ratio

Return relative to average drawdown

11.32

9.95

+1.37

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ITA vs. 2B7C.DE - Sharpe Ratio Comparison

The current ITA Sharpe Ratio is 1.97, which is higher than the 2B7C.DE Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of ITA and 2B7C.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ITA2B7C.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.97

1.43

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

0.70

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.61

-0.10

Correlation

The correlation between ITA and 2B7C.DE is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ITA vs. 2B7C.DE - Dividend Comparison

ITA's dividend yield for the trailing twelve months is around 0.48%, while 2B7C.DE has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
ITA
iShares U.S. Aerospace & Defense ETF		0.48%0.55%0.85%0.93%0.95%0.82%1.07%1.54%1.13%0.91%1.07%1.04%
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%0.00%0.00%

Drawdowns

ITA vs. 2B7C.DE - Drawdown Comparison

The maximum ITA drawdown since its inception was -59.72%, which is greater than 2B7C.DE's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for ITA and 2B7C.DE.

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Drawdown Indicators

ITA2B7C.DEDifference

Max Drawdown

Largest peak-to-trough decline

-59.72%

-41.33%

-18.39%

Max Drawdown (1Y)

Largest decline over 1 year

-15.82%

-13.86%

-1.96%

Max Drawdown (5Y)

Largest decline over 5 years

-18.72%

-22.66%

+3.94%

Max Drawdown (10Y)

Largest decline over 10 years

-51.00%

—

—

Current Drawdown

Current decline from peak

-10.69%

-6.18%

-4.51%

Average Drawdown

Average peak-to-trough decline

-9.45%

-5.08%

-4.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.14%

2.75%

+1.39%

Volatility

ITA vs. 2B7C.DE - Volatility Comparison

iShares U.S. Aerospace & Defense ETF (ITA) has a higher volatility of 8.22% compared to iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) at 5.78%. This indicates that ITA'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.

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Volatility by Period

ITA2B7C.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.22%

5.78%

+2.44%

Volatility (6M)

Calculated over the trailing 6-month period

16.06%

10.03%

+6.03%

Volatility (1Y)

Calculated over the trailing 1-year period

23.37%

18.81%

+4.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.70%

17.20%

+2.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.95%

19.67%

+3.28%