XY7D.DE vs. 2B7C.DE
XY7D.DE (Global X S&P 500 Covered Call UCITS ETF Inc) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - XY7D.DE is a S&P 500 fund tracking the Cboe S&P 500 BuyWrite 15% WHT, while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past year, XY7D.DE returned 16.66% vs 32.11% for 2B7C.DE. A 0.52 correlation means they provide meaningful diversification when combined. XY7D.DE charges 0.45%/yr vs 0.15%/yr for 2B7C.DE.
Performance
XY7D.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XY7D.DE achieves a 8.64% return, which is significantly lower than 2B7C.DE's 21.67% return.
XY7D.DE
- 1D
- 0.00%
- 1M
- 2.62%
- YTD
- 8.64%
- 6M
- 9.35%
- 1Y
- 16.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
2B7C.DE
- 1D
- 1.11%
- 1M
- 8.30%
- YTD
- 21.67%
- 6M
- 21.99%
- 1Y
- 32.11%
- 3Y*
- 20.81%
- 5Y*
- 14.90%
- 10Y*
- —
XY7D.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XY7D.DE Global X S&P 500 Covered Call UCITS ETF Inc | 8.64% | -5.34% | 23.62% | -8.57% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.67% | 6.93% | 23.74% | 6.38% |
Correlation
The correlation between XY7D.DE and 2B7C.DE is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2023 | 0.52 |
The correlation between XY7D.DE and 2B7C.DE shifts across timeframes, from 0.41 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XY7D.DE vs. 2B7C.DE — Risk / Return Rank
XY7D.DE
2B7C.DE
XY7D.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Covered Call UCITS ETF Inc (XY7D.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.
| XY7D.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.38 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.32 | 3.59 | +0.73 |
| Martin ratioReturn relative to average drawdown | 12.52 | 11.75 | +0.76 |
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Drawdowns
XY7D.DE vs. 2B7C.DE - Drawdown Comparison
The maximum XY7D.DE drawdown since its inception was -20.79%, smaller than the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for XY7D.DE and 2B7C.DE.
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Drawdown Indicators
| XY7D.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.79% | -41.31% | +20.52% |
Max Drawdown (1Y)Largest decline over 1 year | -3.87% | -8.89% | +5.02% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.67% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.67% | — |
Current DrawdownCurrent decline from peak | -1.33% | 0.00% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -7.13% | -5.82% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 2.73% | -1.39% |
Volatility
XY7D.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for Global X S&P 500 Covered Call UCITS ETF Inc (XY7D.DE) is 2.94%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 4.44%. This indicates that XY7D.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
| XY7D.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 4.44% | -1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 6.53% | 11.42% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.89% | 14.81% | -5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.51% | 16.83% | -3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 20.23% | -6.72% |
XY7D.DE vs. 2B7C.DE - Expense Ratio Comparison
XY7D.DE has a 0.45% expense ratio, which is higher than 2B7C.DE's 0.15% expense ratio.
Dividends
XY7D.DE vs. 2B7C.DE - Dividend Comparison
XY7D.DE's dividend yield for the trailing twelve months is around 8.32%, while 2B7C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
XY7D.DE Global X S&P 500 Covered Call UCITS ETF Inc | 8.32% | 9.21% | 6.13% | 3.99% |
Frequently Asked Questions
XY7D.DE and 2B7C.DE have a correlation of 0.41, 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 0.45% for XY7D.DE.
XY7D.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. XY7D.DE tracks Cboe S&P 500 BuyWrite 15% WHT, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Global X and iShares. Their fees differ too: 0.45% for XY7D.DE and 0.15% for 2B7C.DE.
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