XDED.DE vs. 2B7A.DE
XDED.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 2D) and 2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) are both exchange-traded funds - XDED.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index, while 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities. Both are passively managed. Over the past 3 years, XDED.DE returned 12.11%/yr vs 9.59%/yr for 2B7A.DE. At a 0.47 correlation, their price movements are largely independent. XDED.DE charges 0.20%/yr vs 0.15%/yr for 2B7A.DE.
Performance
XDED.DE vs. 2B7A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDED.DE achieves a 10.41% return, which is significantly higher than 2B7A.DE's 3.01% return.
XDED.DE
- 1D
- 0.26%
- 1M
- 3.92%
- YTD
- 10.41%
- 6M
- 10.28%
- 1Y
- 18.11%
- 3Y*
- 12.11%
- 5Y*
- —
- 10Y*
- —
2B7A.DE
- 1D
- -2.24%
- 1M
- -4.22%
- YTD
- 3.01%
- 6M
- 1.01%
- 1Y
- 8.20%
- 3Y*
- 9.59%
- 5Y*
- 9.44%
- 10Y*
- —
XDED.DE vs. 2B7A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 10.41% | -0.44% | 18.53% | 10.75% |
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | 29.83% | -6.86% |
Correlation
The correlation between XDED.DE and 2B7A.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2023 | 0.47 |
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Return for Risk
XDED.DE vs. 2B7A.DE — Risk / Return Rank
XDED.DE
2B7A.DE
XDED.DE vs. 2B7A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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.
| XDED.DE | 2B7A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.08 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 0.72 | +2.74 |
| Martin ratioReturn relative to average drawdown | 10.28 | 1.49 | +8.79 |
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
| XDED.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 0.45 | +1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.43 | +0.47 |
Drawdowns
XDED.DE vs. 2B7A.DE - Drawdown Comparison
The maximum XDED.DE drawdown since its inception was -22.63%, smaller than the maximum 2B7A.DE drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for XDED.DE and 2B7A.DE.
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Drawdown Indicators
| XDED.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.63% | -35.70% | +13.07% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -9.22% | +4.11% |
Max Drawdown (3Y)Largest decline over 3 years | -22.63% | -16.84% | -5.79% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.81% | — |
Current DrawdownCurrent decline from peak | 0.00% | -8.77% | +8.77% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -10.03% | +5.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 4.48% | -2.76% |
Volatility
XDED.DE vs. 2B7A.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.DE) is 2.08%, while iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a volatility of 5.01%. This indicates that XDED.DE experiences smaller price fluctuations and is considered to be less risky than 2B7A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDED.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 5.01% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.76% | 12.01% | -5.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.72% | 14.74% | -4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 17.01% | -3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.39% | 19.65% | -6.26% |
XDED.DE vs. 2B7A.DE - Expense Ratio Comparison
XDED.DE has a 0.20% expense ratio, which is higher than 2B7A.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDED.DE vs. 2B7A.DE - Dividend Comparison
XDED.DE's dividend yield for the trailing twelve months is around 1.25%, while 2B7A.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% |
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 1.25% | 1.35% | 1.61% | 0.83% |
Frequently Asked Questions
XDED.DE and 2B7A.DE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7A.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7A.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for XDED.DE.
XDED.DE is categorized as S&P 500, while 2B7A.DE is Utilities Equities. XDED.DE tracks S&P 500 Equal Weight Index, while 2B7A.DE tracks S&P 500 Capped 35/20 Utilities. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.20% for XDED.DE and 0.15% for 2B7A.DE.
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