PortfoliosLab logoPortfoliosLab logo
DXSE.DE vs. ZPDH.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DXSE.DE vs. ZPDH.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE) and SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DXSE.DE achieves a -1.95% return, which is significantly lower than ZPDH.DE's -1.12% return. Over the past 10 years, DXSE.DE has underperformed ZPDH.DE with an annualized return of 6.10%, while ZPDH.DE has yielded a comparatively higher 8.92% annualized return.


DXSE.DE

1D
2.90%
1M
0.52%
YTD
-1.95%
6M
-0.32%
1Y
5.13%
3Y*
2.51%
5Y*
5.38%
10Y*
6.10%

ZPDH.DE

1D
2.83%
1M
5.47%
YTD
-1.12%
6M
-0.34%
1Y
13.29%
3Y*
3.67%
5Y*
6.73%
10Y*
8.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DXSE.DE vs. ZPDH.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DXSE.DE
Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C
-1.95%4.97%4.52%9.56%-5.75%25.75%-1.94%32.90%-1.01%4.42%
ZPDH.DE
SPDR S&P US Health Care Select Sector UCITS ETF
-1.12%1.73%8.46%-1.73%3.31%37.77%1.69%24.37%9.07%6.98%

Correlation

The correlation between DXSE.DE and ZPDH.DE is 0.59, 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

0.59

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

0.53

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

0.56

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

0.62

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2015

0.64

The correlation between DXSE.DE and ZPDH.DE shifts across timeframes, from 0.53 (3 years) to 0.64 (all time), reflecting how their relationship changes across market environments.

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

DXSE.DE vs. ZPDH.DE — Risk / Return Rank

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

DXSE.DE
DXSE.DE Risk / Return Rank: 1313
Overall Rank
DXSE.DE Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
DXSE.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
DXSE.DE Omega Ratio Rank: 1313
Omega Ratio Rank
DXSE.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
DXSE.DE Martin Ratio Rank: 1313
Martin Ratio Rank

ZPDH.DE
ZPDH.DE Risk / Return Rank: 2525
Overall Rank
ZPDH.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
ZPDH.DE Sortino Ratio Rank: 2727
Sortino Ratio Rank
ZPDH.DE Omega Ratio Rank: 2424
Omega Ratio Rank
ZPDH.DE Calmar Ratio Rank: 2626
Calmar Ratio Rank
ZPDH.DE Martin Ratio Rank: 2424
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.

DXSE.DE vs. ZPDH.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE) and SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.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.


DXSE.DEZPDH.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.62

Sortino ratioReturn per unit of downside risk

-0.88

Omega ratioGain probability vs. loss probability

1.06

1.16

-0.10

Calmar ratioReturn relative to maximum drawdown

0.38

1.21

-0.83

Martin ratioReturn relative to average drawdown

0.82

2.95

-2.12

DXSE.DE vs. ZPDH.DE - Sharpe Ratio Comparison

The current DXSE.DE Sharpe Ratio is 0.27, which is lower than the ZPDH.DE Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of DXSE.DE and ZPDH.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.


Loading charts...

Sharpe Ratios by Period


DXSE.DEZPDH.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.27

0.89

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.46

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.56

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.46

-0.01

Drawdowns

DXSE.DE vs. ZPDH.DE - Drawdown Comparison

The maximum DXSE.DE drawdown since its inception was -34.30%, which is greater than ZPDH.DE's maximum drawdown of -26.61%. Use the drawdown chart below to compare losses from any high point for DXSE.DE and ZPDH.DE.


Loading charts...

Drawdown Indicators


DXSE.DEZPDH.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.30%

-26.61%

-7.69%

Max Drawdown (1Y)

Largest decline over 1 year

-12.67%

-10.77%

-1.90%

Max Drawdown (3Y)

Largest decline over 3 years

-28.10%

-22.64%

-5.46%

Max Drawdown (5Y)

Largest decline over 5 years

-28.10%

-22.64%

-5.46%

Max Drawdown (10Y)

Largest decline over 10 years

-28.10%

-26.61%

-1.49%

Current Drawdown

Current decline from peak

-13.88%

-7.28%

-6.60%

Average Drawdown

Average peak-to-trough decline

-8.34%

-5.80%

-2.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.81%

4.41%

+1.40%

Volatility

DXSE.DE vs. ZPDH.DE - Volatility Comparison

Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE) has a higher volatility of 5.82% compared to SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) at 5.13%. This indicates that DXSE.DE's price experiences larger fluctuations and is considered to be riskier than ZPDH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


DXSE.DEZPDH.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.82%

5.13%

+0.69%

Volatility (6M)

Calculated over the trailing 6-month period

11.95%

10.16%

+1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

17.63%

14.63%

+3.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.48%

14.47%

+2.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.04%

15.77%

+0.27%

DXSE.DE vs. ZPDH.DE - Expense Ratio Comparison

DXSE.DE has a 0.17% expense ratio, which is higher than ZPDH.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

DXSE.DE vs. ZPDH.DE - Dividend Comparison

Neither DXSE.DE nor ZPDH.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


DXSE.DE and ZPDH.DE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZPDH.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZPDH.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for DXSE.DE.

DXSE.DE tracks MSCI Europe Health Care ESG Screened 20-35, while ZPDH.DE tracks S&P Health Care Select Sector. They also come from different issuers: Xtrackers and State Street. Their fees differ too: 0.17% for DXSE.DE and 0.15% for ZPDH.DE.

Portfolio Optimizer

Find the right allocation for DXSE.DE and ZPDH.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