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CNDX.L vs. ZPRV.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CNDX.L vs. ZPRV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares NASDAQ 100 UCITS ETF (CNDX.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CNDX.L is traded in USD, while ZPRV.DE is traded in EUR. To make them comparable, the ZPRV.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with CNDX.L having a 16.86% return and ZPRV.DE slightly lower at 16.23%. Over the past 10 years, CNDX.L has outperformed ZPRV.DE with an annualized return of 21.60%, while ZPRV.DE has yielded a comparatively lower 12.55% annualized return.


CNDX.L

1D
3.01%
1M
1.48%
YTD
16.86%
6M
18.12%
1Y
36.58%
3Y*
26.24%
5Y*
16.67%
10Y*
21.60%

ZPRV.DE

1D
1.91%
1M
6.61%
YTD
16.23%
6M
14.67%
1Y
38.25%
3Y*
18.69%
5Y*
10.00%
10Y*
12.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CNDX.L vs. ZPRV.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CNDX.L
iShares NASDAQ 100 UCITS ETF
16.86%19.75%26.42%56.22%-33.49%27.92%48.25%37.96%-1.08%31.91%
ZPRV.DE
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
16.23%16.27%7.55%22.88%-10.61%36.53%7.72%24.71%-15.92%9.86%

Correlation

The correlation between CNDX.L and ZPRV.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.48

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (10Y)
Calculated over the trailing 10-year period

0.53

Correlation (All Time)
Calculated using the full available price history since Feb 18, 2015

0.54

The correlation between CNDX.L and ZPRV.DE has been stable across timeframes, ranging from 0.48 to 0.57 - a consistent structural relationship.

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Return for Risk

CNDX.L vs. ZPRV.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CNDX.L
CNDX.L Risk / Return Rank: 7575
Overall Rank
CNDX.L Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
CNDX.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
CNDX.L Omega Ratio Rank: 7474
Omega Ratio Rank
CNDX.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
CNDX.L Martin Ratio Rank: 7070
Martin Ratio Rank

ZPRV.DE
ZPRV.DE Risk / Return Rank: 8888
Overall Rank
ZPRV.DE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ZPRV.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
ZPRV.DE Omega Ratio Rank: 8282
Omega Ratio Rank
ZPRV.DE Calmar Ratio Rank: 9494
Calmar Ratio Rank
ZPRV.DE Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CNDX.L vs. ZPRV.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares NASDAQ 100 UCITS ETF (CNDX.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.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.


CNDX.LZPRV.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.38

1.40

-0.02

Calmar ratioReturn relative to maximum drawdown

3.24

4.66

-1.42

Martin ratioReturn relative to average drawdown

11.35

14.81

-3.46

CNDX.L vs. ZPRV.DE - Sharpe Ratio Comparison

The current CNDX.L Sharpe Ratio is 2.17, which is comparable to the ZPRV.DE Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of CNDX.L and ZPRV.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CNDX.L vs. ZPRV.DE - Drawdown Comparison

The maximum CNDX.L drawdown since its inception was -35.21%, smaller than the maximum ZPRV.DE drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for CNDX.L and ZPRV.DE.


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Drawdown Indicators


CNDX.LZPRV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-35.21%

-49.35%

+14.14%

Max Drawdown (1Y)

Largest decline over 1 year

-11.00%

-8.03%

-2.97%

Max Drawdown (3Y)

Largest decline over 3 years

-22.44%

-28.19%

+5.75%

Max Drawdown (5Y)

Largest decline over 5 years

-35.21%

-28.19%

-7.02%

Max Drawdown (10Y)

Largest decline over 10 years

-35.21%

-49.35%

+14.14%

Current Drawdown

Current decline from peak

-3.08%

0.00%

-3.08%

Average Drawdown

Average peak-to-trough decline

-5.13%

-9.43%

+4.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.15%

2.53%

+0.62%

Volatility

CNDX.L vs. ZPRV.DE - Volatility Comparison

iShares NASDAQ 100 UCITS ETF (CNDX.L) has a higher volatility of 6.21% compared to SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) at 3.89%. This indicates that CNDX.L's price experiences larger fluctuations and is considered to be riskier than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CNDX.LZPRV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.21%

3.89%

+2.32%

Volatility (6M)

Calculated over the trailing 6-month period

12.72%

10.06%

+2.66%

Volatility (1Y)

Calculated over the trailing 1-year period

16.44%

16.09%

+0.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.99%

21.32%

-0.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.12%

23.31%

-3.19%

CNDX.L vs. ZPRV.DE - Expense Ratio Comparison

CNDX.L has a 0.33% expense ratio, which is higher than ZPRV.DE's 0.30% expense ratio.


Dividends

CNDX.L vs. ZPRV.DE - Dividend Comparison

Neither CNDX.L nor ZPRV.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


CNDX.L and ZPRV.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZPRV.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZPRV.DE is cheaper with a 0.30% expense ratio, compared with 0.33% for CNDX.L.

CNDX.L is categorized as Nasdaq-100, while ZPRV.DE is Small Cap Value Equities. CNDX.L tracks NASDAQ-100 Index, while ZPRV.DE tracks MSCI USA Small Cap Value Weighted Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.33% for CNDX.L and 0.30% for ZPRV.DE.

Portfolio Optimizer

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