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ETSZ.DE vs. VPU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ETSZ.DE vs. VPU - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in BNP Paribas Easy STOXX Europe 600 UCITS ETF (ETSZ.DE) and Vanguard Utilities ETF (VPU). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, ETSZ.DE achieves a 7.24% return, which is significantly higher than VPU's 4.57% return. Over the past 10 years, ETSZ.DE has outperformed VPU with an annualized return of 9.16%, while VPU has yielded a comparatively lower 8.58% annualized return.


ETSZ.DE

1D
0.59%
1M
2.47%
YTD
7.24%
6M
9.85%
1Y
15.63%
3Y*
13.72%
5Y*
9.62%
10Y*
9.16%

VPU

1D
-1.99%
1M
-0.53%
YTD
4.57%
6M
4.03%
1Y
9.33%
3Y*
10.13%
5Y*
10.10%
10Y*
8.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ETSZ.DE vs. VPU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ETSZ.DE
BNP Paribas Easy STOXX Europe 600 UCITS ETF
7.24%20.43%8.21%15.61%-10.31%24.89%-1.49%28.86%-11.18%10.63%
VPU
Vanguard Utilities ETF
4.57%2.64%31.16%-10.22%7.33%26.18%-8.92%27.72%9.28%-1.38%

Correlation

The correlation between ETSZ.DE and VPU is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.22

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

0.15

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

0.16

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

0.16

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2013

0.20

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Return for Risk

ETSZ.DE vs. VPU — Risk / Return Rank

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

ETSZ.DE
ETSZ.DE Risk / Return Rank: 3737
Overall Rank
ETSZ.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
ETSZ.DE Sortino Ratio Rank: 3636
Sortino Ratio Rank
ETSZ.DE Omega Ratio Rank: 3737
Omega Ratio Rank
ETSZ.DE Calmar Ratio Rank: 3535
Calmar Ratio Rank
ETSZ.DE Martin Ratio Rank: 4141
Martin Ratio Rank

VPU
VPU Risk / Return Rank: 2323
Overall Rank
VPU Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
VPU Sortino Ratio Rank: 2222
Sortino Ratio Rank
VPU Omega Ratio Rank: 2222
Omega Ratio Rank
VPU Calmar Ratio Rank: 2727
Calmar Ratio Rank
VPU Martin Ratio Rank: 2222
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.

ETSZ.DE vs. VPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNP Paribas Easy STOXX Europe 600 UCITS ETF (ETSZ.DE) and Vanguard Utilities ETF (VPU). 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.


ETSZ.DEVPUDifference
Sharpe ratioReturn per unit of total volatility

+0.64

Sortino ratioReturn per unit of downside risk

+0.92

Omega ratioGain probability vs. loss probability

1.24

1.12

+0.12

Calmar ratioReturn relative to maximum drawdown

1.72

1.03

+0.69

Martin ratioReturn relative to average drawdown

6.45

2.13

+4.32

ETSZ.DE vs. VPU - Sharpe Ratio Comparison

The current ETSZ.DE Sharpe Ratio is 1.26, which is higher than the VPU Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of ETSZ.DE and VPU, 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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Sharpe Ratios by Period


ETSZ.DEVPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

0.62

+0.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.58

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.43

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.48

+0.04

Drawdowns

ETSZ.DE vs. VPU - Drawdown Comparison

The maximum ETSZ.DE drawdown since its inception was -35.51%, smaller than the maximum VPU drawdown of -37.69%. Use the drawdown chart below to compare losses from any high point for ETSZ.DE and VPU.


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Drawdown Indicators


ETSZ.DEVPUDifference

Max Drawdown

Largest peak-to-trough decline

-35.51%

-37.69%

+2.18%

Max Drawdown (1Y)

Largest decline over 1 year

-9.39%

-9.12%

-0.27%

Max Drawdown (3Y)

Largest decline over 3 years

-16.35%

-14.81%

-1.54%

Max Drawdown (5Y)

Largest decline over 5 years

-20.55%

-28.10%

+7.55%

Max Drawdown (10Y)

Largest decline over 10 years

-35.51%

-36.04%

+0.53%

Current Drawdown

Current decline from peak

-1.70%

-7.00%

+5.30%

Average Drawdown

Average peak-to-trough decline

-5.41%

-9.44%

+4.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

4.39%

-1.88%

Volatility

ETSZ.DE vs. VPU - Volatility Comparison

The current volatility for BNP Paribas Easy STOXX Europe 600 UCITS ETF (ETSZ.DE) is 4.34%, while Vanguard Utilities ETF (VPU) has a volatility of 5.85%. This indicates that ETSZ.DE experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ETSZ.DEVPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

5.85%

-1.51%

Volatility (6M)

Calculated over the trailing 6-month period

10.64%

11.83%

-1.19%

Volatility (1Y)

Calculated over the trailing 1-year period

12.84%

15.11%

-2.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.39%

17.37%

-2.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.54%

19.83%

-4.29%

ETSZ.DE vs. VPU - Expense Ratio Comparison

ETSZ.DE has a 0.20% expense ratio, which is higher than VPU's 0.09% 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

ETSZ.DE vs. VPU - Dividend Comparison

ETSZ.DE has not paid dividends to shareholders, while VPU's dividend yield for the trailing twelve months is around 2.70%.


PositionTTM20252024202320222021202020192018201720162015
ETSZ.DE
BNP Paribas Easy STOXX Europe 600 UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VPU
Vanguard Utilities ETF
2.70%2.73%3.02%3.49%2.98%2.70%3.17%2.83%3.23%3.18%3.19%3.63%

Frequently Asked Questions


ETSZ.DE and VPU have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VPU is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VPU is cheaper with a 0.09% expense ratio, compared with 0.20% for ETSZ.DE.

ETSZ.DE is categorized as Europe Equities, while VPU is Utilities Equities. ETSZ.DE tracks STOXX® Europe 600, while VPU tracks MSCI US Investable Market Utilities 25/50 Index. They also come from different issuers: BNP Paribas and Vanguard. Their fees differ too: 0.20% for ETSZ.DE and 0.09% for VPU.

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