XZEU.DE vs. 2B7B.DE
Compare and contrast key facts about Xtrackers MSCI Europe ESG UCITS ETF 1C (XZEU.DE) and iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.DE).
XZEU.DE and 2B7B.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XZEU.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI Europe NR EUR. It was launched on Jun 27, 2018. 2B7B.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Materials. It was launched on Mar 20, 2017. Both XZEU.DE and 2B7B.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XZEU.DE or 2B7B.DE.
Key characteristics
| XZEU.DE | 2B7B.DE | |
|---|---|---|
| YTD Return | 14.20% | 8.95% |
| 1Y Return | 21.54% | 12.80% |
| 3Y Return (Ann) | 6.87% | 8.38% |
| 5Y Return (Ann) | 9.43% | 11.32% |
| Sharpe Ratio | 2.07 | 1.27 |
| Daily Std Dev | 10.79% | 12.23% |
| Max Drawdown | -33.18% | -34.61% |
| Current Drawdown | -1.26% | -1.88% |
Correlation
The correlation between XZEU.DE and 2B7B.DE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XZEU.DE vs. 2B7B.DE - Performance Comparison
In the year-to-date period, XZEU.DE achieves a 14.20% return, which is significantly higher than 2B7B.DE's 8.95% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XZEU.DE vs. 2B7B.DE - Expense Ratio Comparison
XZEU.DE has a 0.20% expense ratio, which is higher than 2B7B.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%.
Risk-Adjusted Performance
XZEU.DE vs. 2B7B.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe ESG UCITS ETF 1C (XZEU.DE) and iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.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.
Dividends
XZEU.DE vs. 2B7B.DE - Dividend Comparison
Neither XZEU.DE nor 2B7B.DE has paid dividends to shareholders.
Drawdowns
XZEU.DE vs. 2B7B.DE - Drawdown Comparison
The maximum XZEU.DE drawdown since its inception was -33.18%, roughly equal to the maximum 2B7B.DE drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for XZEU.DE and 2B7B.DE. For additional features, visit the drawdowns tool.
Volatility
XZEU.DE vs. 2B7B.DE - Volatility Comparison
The current volatility for Xtrackers MSCI Europe ESG UCITS ETF 1C (XZEU.DE) is 3.00%, while iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.DE) has a volatility of 4.65%. This indicates that XZEU.DE experiences smaller price fluctuations and is considered to be less risky than 2B7B.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.