ZA30.DE vs. 2B7D.DE
Compare and contrast key facts about iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE).
ZA30.DE and 2B7D.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZA30.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 ESG. It was launched on Aug 2, 2022. 2B7D.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Consumer Staples. It was launched on Mar 20, 2017. Both ZA30.DE and 2B7D.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.
Performance
ZA30.DE vs. 2B7D.DE - Performance Comparison
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ZA30.DE vs. 2B7D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ZA30.DE iShares S&P 500 ESG UCITS ETF USD Acc | -2.86% | 5.34% | 31.19% | 24.10% | -5.78% |
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 7.51% | -8.12% | 21.83% | -3.82% | 0.07% |
Returns By Period
In the year-to-date period, ZA30.DE achieves a -2.86% return, which is significantly lower than 2B7D.DE's 7.51% return.
ZA30.DE
- 1D
- 1.74%
- 1M
- -3.48%
- YTD
- -2.86%
- 6M
- 1.74%
- 1Y
- 11.77%
- 3Y*
- 16.33%
- 5Y*
- —
- 10Y*
- —
2B7D.DE
- 1D
- -0.96%
- 1M
- -6.48%
- YTD
- 7.51%
- 6M
- 8.36%
- 1Y
- -2.37%
- 3Y*
- 5.53%
- 5Y*
- 8.19%
- 10Y*
- —
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ZA30.DE vs. 2B7D.DE - Expense Ratio Comparison
ZA30.DE has a 0.07% expense ratio, which is lower than 2B7D.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%.
Return for Risk
ZA30.DE vs. 2B7D.DE — Risk / Return Rank
ZA30.DE
2B7D.DE
ZA30.DE vs. 2B7D.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.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.
| ZA30.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | -0.09 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.01 | 0.05 | +0.96 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.01 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | -0.12 | +1.48 |
Martin ratioReturn relative to average drawdown | 5.35 | -0.23 | +5.58 |
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
| ZA30.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | -0.09 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.36 | +0.57 |
Correlation
The correlation between ZA30.DE and 2B7D.DE is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ZA30.DE vs. 2B7D.DE - Dividend Comparison
Neither ZA30.DE nor 2B7D.DE has paid dividends to shareholders.
Drawdowns
ZA30.DE vs. 2B7D.DE - Drawdown Comparison
The maximum ZA30.DE drawdown since its inception was -23.45%, smaller than the maximum 2B7D.DE drawdown of -26.89%. Use the drawdown chart below to compare losses from any high point for ZA30.DE and 2B7D.DE.
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Drawdown Indicators
| ZA30.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.45% | -26.89% | +3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.74% | -16.85% | +3.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Current DrawdownCurrent decline from peak | -4.93% | -9.29% | +4.36% |
Average DrawdownAverage peak-to-trough decline | -3.34% | -8.48% | +5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 8.90% | -6.68% |
Volatility
ZA30.DE vs. 2B7D.DE - Volatility Comparison
The current volatility for iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) is 3.75%, while iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE) has a volatility of 4.72%. This indicates that ZA30.DE experiences smaller price fluctuations and is considered to be less risky than 2B7D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZA30.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 4.72% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 8.38% | 23.87% | -15.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.14% | 25.89% | -8.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 16.27% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 16.91% | -2.36% |