XDEW.DE vs. 2B7C.DE
XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - XDEW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index, while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 5 years, XDEW.DE returned 9.59%/yr vs 14.90%/yr for 2B7C.DE. Their correlation of 0.88 suggests significant overlap in exposure. XDEW.DE charges 0.20%/yr vs 0.15%/yr for 2B7C.DE.
Performance
XDEW.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDEW.DE achieves a 14.06% return, which is significantly lower than 2B7C.DE's 21.67% return.
XDEW.DE
- 1D
- 0.17%
- 1M
- 4.79%
- YTD
- 14.06%
- 6M
- 14.66%
- 1Y
- 22.92%
- 3Y*
- 13.41%
- 5Y*
- 9.59%
- 10Y*
- 11.95%
2B7C.DE
- 1D
- 1.11%
- 1M
- 8.30%
- YTD
- 21.67%
- 6M
- 21.99%
- 1Y
- 32.11%
- 3Y*
- 20.81%
- 5Y*
- 14.90%
- 10Y*
- —
XDEW.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 14.06% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 1.18% | 31.27% | -4.53% | 3.07% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.67% | 6.93% | 23.74% | 13.77% | -0.13% | 32.10% | -0.53% | 32.25% | -10.21% | -2.64% |
Correlation
The correlation between XDEW.DE and 2B7C.DE is 0.70, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.88 |
The correlation between XDEW.DE and 2B7C.DE shifts across timeframes, from 0.70 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDEW.DE vs. 2B7C.DE — Risk / Return Rank
XDEW.DE
2B7C.DE
XDEW.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) 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.
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.
| XDEW.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.38 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 3.59 | +0.92 |
| Martin ratioReturn relative to average drawdown | 13.76 | 11.75 | +2.01 |
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Drawdowns
XDEW.DE vs. 2B7C.DE - Drawdown Comparison
The maximum XDEW.DE drawdown since its inception was -38.79%, smaller than the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for XDEW.DE and 2B7C.DE.
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Drawdown Indicators
| XDEW.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -41.31% | +2.52% |
Max Drawdown (1Y)Largest decline over 1 year | -5.06% | -8.89% | +3.83% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -22.67% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.70% | -22.67% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -5.82% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.73% | -1.07% |
Volatility
XDEW.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) is 2.27%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 4.44%. This indicates that XDEW.DE experiences smaller price fluctuations and is considered to be less risky 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
| XDEW.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 4.44% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 6.85% | 11.42% | -4.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.74% | 14.81% | -4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 16.83% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.84% | 20.23% | -3.39% |
XDEW.DE vs. 2B7C.DE - Expense Ratio Comparison
XDEW.DE has a 0.20% expense ratio, which is higher than 2B7C.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
XDEW.DE vs. 2B7C.DE - Dividend Comparison
Neither XDEW.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
XDEW.DE and 2B7C.DE have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for XDEW.DE.
XDEW.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. XDEW.DE tracks S&P 500 Equal Weight Index, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.20% for XDEW.DE and 0.15% for 2B7C.DE.
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