XZEW.DE vs. 2B7B.DE
XZEW.DE (Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C) and 2B7B.DE (iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF) are both exchange-traded funds - XZEW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight ESG, while 2B7B.DE is a Materials fund tracking the S&P 500 Capped 35/20 Materials Sector Index. Both are passively managed. Over the past 3 years, XZEW.DE returned 12.65%/yr vs 8.06%/yr for 2B7B.DE. A 0.79 correlation means they provide meaningful diversification when combined. XZEW.DE charges 0.17%/yr vs 0.15%/yr for 2B7B.DE.
Performance
XZEW.DE vs. 2B7B.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XZEW.DE achieves a 10.78% return, which is significantly lower than 2B7B.DE's 12.98% return.
XZEW.DE
- 1D
- 0.38%
- 1M
- 3.74%
- YTD
- 10.78%
- 6M
- 11.14%
- 1Y
- 21.89%
- 3Y*
- 12.65%
- 5Y*
- —
- 10Y*
- —
2B7B.DE
- 1D
- -0.32%
- 1M
- -0.26%
- YTD
- 12.98%
- 6M
- 16.62%
- 1Y
- 16.36%
- 3Y*
- 8.06%
- 5Y*
- 5.89%
- 10Y*
- —
XZEW.DE vs. 2B7B.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XZEW.DE Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C | 10.78% | 1.09% | 18.02% | 10.63% | -3.60% |
2B7B.DE iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF | 12.98% | -1.07% | 5.24% | 8.58% | -4.73% |
Correlation
The correlation between XZEW.DE and 2B7B.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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2022 | 0.79 |
The correlation between XZEW.DE and 2B7B.DE has been stable across timeframes, ranging from 0.70 to 0.79 - a consistent structural relationship.
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Return for Risk
XZEW.DE vs. 2B7B.DE — Risk / Return Rank
XZEW.DE
2B7B.DE
XZEW.DE vs. 2B7B.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C (XZEW.DE) and iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (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.
| XZEW.DE | 2B7B.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.94 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.18 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 4.33 | 1.58 | +2.75 |
| Martin ratioReturn relative to average drawdown | 12.75 | 4.68 | +8.07 |
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
| XZEW.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.04 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.45 | +0.29 |
Drawdowns
XZEW.DE vs. 2B7B.DE - Drawdown Comparison
The maximum XZEW.DE drawdown since its inception was -23.98%, smaller than the maximum 2B7B.DE drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for XZEW.DE and 2B7B.DE.
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Drawdown Indicators
| XZEW.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.98% | -34.61% | +10.63% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -10.19% | +5.19% |
Max Drawdown (3Y)Largest decline over 3 years | -23.98% | -24.54% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.54% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.44% | +2.44% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -6.21% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 3.44% | -1.74% |
Volatility
XZEW.DE vs. 2B7B.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C (XZEW.DE) is 2.12%, while iShares V PLC - iShares S&P 500 Materials Sector UCITS ETF (2B7B.DE) has a volatility of 4.84%. This indicates that XZEW.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.
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Volatility by Period
| XZEW.DE | 2B7B.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 4.84% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 6.92% | 12.31% | -5.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.93% | 15.43% | -4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 17.20% | -3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.97% | 19.16% | -5.19% |
XZEW.DE vs. 2B7B.DE - Expense Ratio Comparison
XZEW.DE has a 0.17% 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%.
Dividends
XZEW.DE vs. 2B7B.DE - Dividend Comparison
Neither XZEW.DE nor 2B7B.DE has paid dividends to shareholders.
Frequently Asked Questions
XZEW.DE and 2B7B.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, 2B7B.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7B.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for XZEW.DE.
XZEW.DE is categorized as S&P 500, while 2B7B.DE is Materials. XZEW.DE tracks S&P 500 Equal Weight ESG, while 2B7B.DE tracks S&P 500 Capped 35/20 Materials Sector Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.17% for XZEW.DE and 0.15% for 2B7B.DE.
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