PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IXC vs. 2B7F.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IXC vs. 2B7F.DE

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Global Energy ETF (IXC) and iShares Automation & Robotics UCITS ETF (2B7F.DE).

IXC and 2B7F.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001. 2B7F.DE is a passively managed fund by iShares that tracks the performance of the iSTOXX® FactSet Automation & Robotics. It was launched on Oct 19, 2017. Both IXC and 2B7F.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

IXC vs. 2B7F.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Energy ETF (IXC) and iShares Automation & Robotics UCITS ETF (2B7F.DE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

IXC vs. 2B7F.DE - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
IXC
iShares Global Energy ETF		33.13%13.98%1.95%3.92%48.51%40.88%-31.00%12.67%-17.95%
2B7F.DE
iShares Automation & Robotics UCITS ETF		-3.85%18.12%5.56%39.33%-34.85%21.83%38.55%38.89%-18.96%
Different Trading Currencies

IXC is traded in USD, while 2B7F.DE is traded in EUR. To make them comparable, the 2B7F.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IXC achieves a 33.13% return, which is significantly higher than 2B7F.DE's -3.85% return.

IXC

1D
-3.11%
1M
5.58%
YTD
33.13%
6M
36.12%
1Y
37.09%
3Y*
18.41%
5Y*
22.18%
10Y*
11.22%

2B7F.DE

1D
5.17%
1M
-5.99%
YTD
-3.85%
6M
-1.03%
1Y
22.01%
3Y*
12.32%
5Y*
4.97%
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 Global Energy ETF

iShares Automation & Robotics UCITS ETF

Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. XDW0.DEIXC vs. PXE
Often compared with 2B7F.DE:
2B7F.DE vs. SPYY.DE2B7F.DE vs. 2B76.DE

IXC vs. 2B7F.DE - Expense Ratio Comparison

IXC has a 0.46% expense ratio, which is higher than 2B7F.DE's 0.40% expense ratio.

IXC
iShares Global Energy ETF
2B7F.DE
iShares Automation & Robotics UCITS ETF

Return for Risk

IXC vs. 2B7F.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IXC
IXC Risk / Return Rank: 7777
Overall Rank
IXC Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 7979
Sortino Ratio Rank
IXC Omega Ratio Rank: 7979
Omega Ratio Rank
IXC Calmar Ratio Rank: 7676
Calmar Ratio Rank
IXC Martin Ratio Rank: 6767
Martin Ratio Rank
2B7F.DE
2B7F.DE Risk / Return Rank: 3030
Overall Rank
2B7F.DE Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
2B7F.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
2B7F.DE Omega Ratio Rank: 2626
Omega Ratio Rank
2B7F.DE Calmar Ratio Rank: 3535
Calmar Ratio Rank
2B7F.DE Martin Ratio Rank: 3131
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.

IXC vs. 2B7F.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and iShares Automation & Robotics UCITS ETF (2B7F.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.

IXC2B7F.DEDifference

Sharpe ratio

Return per unit of total volatility

1.65

0.90

+0.76

Sortino ratio

Return per unit of downside risk

2.09

1.39

+0.70

Omega ratio

Gain probability vs. loss probability

1.31

1.18

+0.13

Calmar ratio

Return relative to maximum drawdown

2.09

1.36

+0.73

Martin ratio

Return relative to average drawdown

6.96

4.77

+2.19

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

IXC vs. 2B7F.DE - Sharpe Ratio Comparison

The current IXC Sharpe Ratio is 1.65, which is higher than the 2B7F.DE Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of IXC and 2B7F.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.

Loading graphics...

Sharpe Ratios by Period

IXC2B7F.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

0.90

+0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

0.21

+0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.41

-0.08

Correlation

The correlation between IXC and 2B7F.DE is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

IXC vs. 2B7F.DE - Dividend Comparison

IXC's dividend yield for the trailing twelve months is around 2.77%, more than 2B7F.DE's 0.36% yield.

TTM20252024202320222021202020192018201720162015
IXC
iShares Global Energy ETF		2.77%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%
2B7F.DE
iShares Automation & Robotics UCITS ETF		0.36%0.35%0.35%0.45%0.57%0.31%0.35%0.78%1.18%0.00%0.00%0.00%

Drawdowns

IXC vs. 2B7F.DE - Drawdown Comparison

The maximum IXC drawdown since its inception was -67.88%, which is greater than 2B7F.DE's maximum drawdown of -44.44%. Use the drawdown chart below to compare losses from any high point for IXC and 2B7F.DE.

Loading graphics...

Drawdown Indicators

IXC2B7F.DEDifference

Max Drawdown

Largest peak-to-trough decline

-67.88%

-35.44%

-32.44%

Max Drawdown (1Y)

Largest decline over 1 year

-18.03%

-15.63%

-2.40%

Max Drawdown (5Y)

Largest decline over 5 years

-24.93%

-35.44%

+10.51%

Max Drawdown (10Y)

Largest decline over 10 years

-64.16%

—

—

Current Drawdown

Current decline from peak

-4.19%

-8.94%

+4.75%

Average Drawdown

Average peak-to-trough decline

-17.56%

-10.58%

-6.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.42%

4.32%

+1.10%

Volatility

IXC vs. 2B7F.DE - Volatility Comparison

The current volatility for iShares Global Energy ETF (IXC) is 5.48%, while iShares Automation & Robotics UCITS ETF (2B7F.DE) has a volatility of 8.85%. This indicates that IXC experiences smaller price fluctuations and is considered to be less risky than 2B7F.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

IXC2B7F.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.48%

8.85%

-3.37%

Volatility (6M)

Calculated over the trailing 6-month period

13.17%

16.57%

-3.40%

Volatility (1Y)

Calculated over the trailing 1-year period

22.52%

24.46%

-1.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.50%

23.01%

+0.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.79%

23.36%

+3.43%