CZAR vs. SPTM
Compare and contrast key facts about Themes Natural Monopoly ETF (CZAR) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM).
CZAR and SPTM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CZAR is a passively managed fund by Themes that tracks the performance of the Solactive Natural Monopoly Index - Benchmark TR Gross. It was launched on Dec 12, 2023. SPTM is a passively managed fund by State Street that tracks the performance of the S&P Composite 1500 Index. It was launched on Oct 4, 2000. Both CZAR and SPTM 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
CZAR vs. SPTM - Performance Comparison
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CZAR vs. SPTM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CZAR Themes Natural Monopoly ETF | -4.66% | 13.32% | 10.92% | 2.34% |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | -3.88% | 16.93% | 23.87% | 1.62% |
Returns By Period
In the year-to-date period, CZAR achieves a -4.66% return, which is significantly lower than SPTM's -3.88% return.
CZAR
- 1D
- 1.90%
- 1M
- -4.94%
- YTD
- -4.66%
- 6M
- -4.96%
- 1Y
- 5.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPTM
- 1D
- 2.86%
- 1M
- -5.00%
- YTD
- -3.88%
- 6M
- -1.39%
- 1Y
- 17.66%
- 3Y*
- 17.75%
- 5Y*
- 11.28%
- 10Y*
- 13.82%
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CZAR vs. SPTM - Expense Ratio Comparison
CZAR has a 0.35% expense ratio, which is higher than SPTM's 0.03% expense ratio.
Return for Risk
CZAR vs. SPTM — Risk / Return Rank
CZAR
SPTM
CZAR vs. SPTM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes Natural Monopoly ETF (CZAR) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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.
| CZAR | SPTM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.97 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.48 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.51 | -0.97 |
Martin ratioReturn relative to average drawdown | 1.93 | 7.28 | -5.35 |
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
| CZAR | SPTM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.97 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.67 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.43 | +0.19 |
Correlation
The correlation between CZAR and SPTM is 0.70, 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.
Dividends
CZAR vs. SPTM - Dividend Comparison
CZAR's dividend yield for the trailing twelve months is around 1.54%, more than SPTM's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CZAR Themes Natural Monopoly ETF | 1.54% | 1.47% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.20% | 1.13% | 1.28% | 1.44% | 1.69% | 1.25% | 1.56% | 1.72% | 1.90% | 1.66% | 1.91% | 1.92% |
Drawdowns
CZAR vs. SPTM - Drawdown Comparison
The maximum CZAR drawdown since its inception was -13.38%, smaller than the maximum SPTM drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for CZAR and SPTM.
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Drawdown Indicators
| CZAR | SPTM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.38% | -54.80% | +41.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.29% | -12.21% | +1.92% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.66% | — |
Current DrawdownCurrent decline from peak | -7.30% | -6.07% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -9.10% | +7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.53% | +0.34% |
Volatility
CZAR vs. SPTM - Volatility Comparison
The current volatility for Themes Natural Monopoly ETF (CZAR) is 4.80%, while SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) has a volatility of 5.32%. This indicates that CZAR experiences smaller price fluctuations and is considered to be less risky than SPTM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CZAR | SPTM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.32% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 9.52% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.91% | 18.32% | -2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 16.88% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.26% | 18.03% | -2.77% |