XS5E.DE vs. 2B7C.DE
XS5E.DE (Xtrackers S&P 500 Swap UCITS ETF EUR Hedged (Acc)) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - XS5E.DE is a S&P 500 fund tracking the S&P 500 Index (EUR Hedged), while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 3 years, XS5E.DE returned 17.82%/yr vs 19.26%/yr for 2B7C.DE. A 0.65 correlation means they provide meaningful diversification when combined. XS5E.DE charges 0.20%/yr vs 0.15%/yr for 2B7C.DE.
Performance
XS5E.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XS5E.DE achieves a 7.75% return, which is significantly lower than 2B7C.DE's 21.40% return.
XS5E.DE
- 1D
- 0.18%
- 1M
- -0.99%
- 6M
- 8.38%
- YTD
- 7.75%
- 1Y
- 17.67%
- 3Y*
- 17.82%
- 5Y*
- —
- 10Y*
- —
2B7C.DE
- 1D
- 0.51%
- 1M
- 6.88%
- 6M
- 21.08%
- YTD
- 21.40%
- 1Y
- 28.36%
- 3Y*
- 19.26%
- 5Y*
- 14.49%
- 10Y*
- —
XS5E.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XS5E.DE Xtrackers S&P 500 Swap UCITS ETF EUR Hedged (Acc) | 7.75% | 15.25% | 23.26% | 23.58% | -21.91% | 9.25% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.40% | 6.93% | 23.74% | 13.77% | -0.13% | 11.62% |
Correlation
The correlation between XS5E.DE and 2B7C.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2021 | 0.65 |
The correlation between XS5E.DE and 2B7C.DE has been stable across timeframes, ranging from 0.56 to 0.65 - a consistent structural relationship.
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Return for Risk
XS5E.DE vs. 2B7C.DE — Risk / Return Rank
XS5E.DE
2B7C.DE
XS5E.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Swap UCITS ETF EUR Hedged (Acc) (XS5E.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.
| XS5E.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 3.17 | -1.14 |
| Martin ratioReturn relative to average drawdown | 8.14 | 10.37 | -2.23 |
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Drawdowns
XS5E.DE vs. 2B7C.DE - Drawdown Comparison
The maximum XS5E.DE drawdown since its inception was -26.08%, smaller than the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for XS5E.DE and 2B7C.DE.
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Drawdown Indicators
| XS5E.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.08% | -41.31% | +15.23% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -8.89% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -18.49% | -22.67% | +4.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.67% | — |
Current DrawdownCurrent decline from peak | -1.61% | -0.73% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -5.81% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.73% | -0.56% |
Volatility
XS5E.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Swap UCITS ETF EUR Hedged (Acc) (XS5E.DE) is 4.03%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 4.66%. This indicates that XS5E.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
| XS5E.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 4.66% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 11.50% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 14.96% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 16.84% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.24% | 20.22% | -3.98% |
XS5E.DE vs. 2B7C.DE - Expense Ratio Comparison
XS5E.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
XS5E.DE vs. 2B7C.DE - Dividend Comparison
Neither XS5E.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
XS5E.DE and 2B7C.DE have a correlation of 0.56, 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 XS5E.DE.
XS5E.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. XS5E.DE tracks S&P 500 Index (EUR Hedged), 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 XS5E.DE and 0.15% for 2B7C.DE.
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