XZSP.DE vs. 2B7C.DE
XZSP.DE (Xtrackers S&P 500 ESG UCITS ETF 1C) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - XZSP.DE is a S&P 500 fund tracking the S&P 500 ESG, 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, XZSP.DE returned 19.30%/yr vs 20.81%/yr for 2B7C.DE. A 0.70 correlation means they provide meaningful diversification when combined. XZSP.DE charges 0.08%/yr vs 0.15%/yr for 2B7C.DE.
Performance
XZSP.DE vs. 2B7C.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XZSP.DE achieves a 12.38% return, which is significantly lower than 2B7C.DE's 21.67% return.
XZSP.DE
- 1D
- 0.00%
- 1M
- 2.13%
- YTD
- 12.38%
- 6M
- 12.90%
- 1Y
- 29.51%
- 3Y*
- 19.30%
- 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*
- —
XZSP.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XZSP.DE Xtrackers S&P 500 ESG UCITS ETF 1C | 12.38% | 5.34% | 31.24% | 23.89% | -9.05% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.67% | 6.93% | 23.74% | 13.77% | -3.86% |
Correlation
The correlation between XZSP.DE and 2B7C.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.70 |
The correlation between XZSP.DE and 2B7C.DE has been stable across timeframes, ranging from 0.63 to 0.70 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XZSP.DE vs. 2B7C.DE — Risk / Return Rank
XZSP.DE
2B7C.DE
XZSP.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.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.
| XZSP.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.38 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 3.59 | -1.84 |
| Martin ratioReturn relative to average drawdown | 3.21 | 11.75 | -8.54 |
Loading charts...
Drawdowns
XZSP.DE vs. 2B7C.DE - Drawdown Comparison
The maximum XZSP.DE drawdown since its inception was -23.40%, smaller than the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for XZSP.DE and 2B7C.DE.
Loading charts...
Drawdown Indicators
| XZSP.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.40% | -41.31% | +17.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.81% | -8.89% | -7.92% |
Max Drawdown (3Y)Largest decline over 3 years | -23.40% | -22.67% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.67% | — |
Current DrawdownCurrent decline from peak | -1.57% | 0.00% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -5.82% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.18% | 2.73% | +6.45% |
Volatility
XZSP.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE) is 3.32%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 4.44%. This indicates that XZSP.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.
Loading charts...
Volatility by Period
| XZSP.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 4.44% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 11.42% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.64% | 14.81% | +9.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 16.83% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 20.23% | -1.82% |
XZSP.DE vs. 2B7C.DE - Expense Ratio Comparison
XZSP.DE has a 0.08% expense ratio, which is lower than 2B7C.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
XZSP.DE vs. 2B7C.DE - Dividend Comparison
Neither XZSP.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
XZSP.DE and 2B7C.DE have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XZSP.DE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XZSP.DE is cheaper with a 0.08% expense ratio, compared with 0.15% for 2B7C.DE.
XZSP.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. XZSP.DE tracks S&P 500 ESG, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.08% for XZSP.DE and 0.15% for 2B7C.DE.
Find the right allocation for XZSP.DE and 2B7C.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer