XSXD.DE vs. 2B7A.DE
XSXD.DE (Xtrackers S&P 500 Swap UCITS ETF 1D) and 2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) are both exchange-traded funds - XSXD.DE is a S&P 500 fund tracking the S&P 500 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, XSXD.DE returned 19.04%/yr vs 9.59%/yr for 2B7A.DE. At a 0.31 correlation, their price movements are largely independent. XSXD.DE charges 0.07%/yr vs 0.15%/yr for 2B7A.DE.
Performance
XSXD.DE vs. 2B7A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XSXD.DE achieves a 11.41% return, which is significantly higher than 2B7A.DE's 3.01% return.
XSXD.DE
- 1D
- -0.13%
- 1M
- 4.37%
- YTD
- 11.41%
- 6M
- 10.90%
- 1Y
- 25.68%
- 3Y*
- 19.04%
- 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*
- —
XSXD.DE vs. 2B7A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XSXD.DE Xtrackers S&P 500 Swap UCITS ETF 1D | 11.41% | 4.89% | 32.52% | 22.75% | 0.51% |
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | 29.83% | -11.29% | 6.29% |
Correlation
The correlation between XSXD.DE and 2B7A.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2022 | 0.31 |
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Return for Risk
XSXD.DE vs. 2B7A.DE — Risk / Return Rank
XSXD.DE
2B7A.DE
XSXD.DE vs. 2B7A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Swap UCITS ETF 1D (XSXD.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.
| XSXD.DE | 2B7A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.76 | ||
| Sortino ratioReturn per unit of downside risk | +2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.08 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 0.72 | +2.89 |
| Martin ratioReturn relative to average drawdown | 12.87 | 1.49 | +11.38 |
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
| XSXD.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 0.45 | +1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 0.43 | +0.77 |
Drawdowns
XSXD.DE vs. 2B7A.DE - Drawdown Comparison
The maximum XSXD.DE drawdown since its inception was -23.31%, smaller than the maximum 2B7A.DE drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for XSXD.DE and 2B7A.DE.
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Drawdown Indicators
| XSXD.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.31% | -35.70% | +12.39% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -9.22% | +2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.31% | -16.84% | -6.47% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.81% | — |
Current DrawdownCurrent decline from peak | -0.46% | -8.77% | +8.31% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -10.03% | +5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 4.48% | -2.49% |
Volatility
XSXD.DE vs. 2B7A.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Swap UCITS ETF 1D (XSXD.DE) is 2.67%, while iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a volatility of 5.01%. This indicates that XSXD.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
| XSXD.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 5.01% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 12.01% | -4.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.57% | 14.74% | -3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 17.01% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.59% | 19.65% | -5.06% |
XSXD.DE vs. 2B7A.DE - Expense Ratio Comparison
XSXD.DE has a 0.07% expense ratio, which is lower than 2B7A.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XSXD.DE vs. 2B7A.DE - Dividend Comparison
XSXD.DE's dividend yield for the trailing twelve months is around 0.81%, while 2B7A.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSXD.DE Xtrackers S&P 500 Swap UCITS ETF 1D | 0.81% | 0.94% | 1.09% | 1.30% | 0.38% |
Frequently Asked Questions
XSXD.DE and 2B7A.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XSXD.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSXD.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for 2B7A.DE.
XSXD.DE is categorized as S&P 500, while 2B7A.DE is Utilities Equities. XSXD.DE tracks S&P 500 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: 0.07% for XSXD.DE and 0.15% for 2B7A.DE.
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