EXH2.DE vs. ZPDF.DE
EXH2.DE (iShares STOXX Europe 600 Financial Services UCITS ETF (DE)) and ZPDF.DE (SPDR S&P US Financials Select Sector UCITS ETF) are both Financials Equities funds - EXH2.DE tracks the STOXX® Europe 600 Financial Services while ZPDF.DE tracks the S&P Financials Select Sector. Both are passively managed. Over the past 10 years, EXH2.DE returned 10.91%/yr vs 11.95%/yr for ZPDF.DE. A 0.57 correlation means they provide meaningful diversification when combined. EXH2.DE charges 0.46%/yr vs 0.15%/yr for ZPDF.DE.
Performance
EXH2.DE vs. ZPDF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH2.DE achieves a 2.24% return, which is significantly higher than ZPDF.DE's -4.18% return. Over the past 10 years, EXH2.DE has underperformed ZPDF.DE with an annualized return of 10.91%, while ZPDF.DE has yielded a comparatively higher 11.95% annualized return.
EXH2.DE
- 1D
- 1.80%
- 1M
- 0.13%
- YTD
- 2.24%
- 6M
- 8.65%
- 1Y
- 6.97%
- 3Y*
- 16.88%
- 5Y*
- 8.07%
- 10Y*
- 10.91%
ZPDF.DE
- 1D
- 3.08%
- 1M
- 1.47%
- YTD
- -4.18%
- 6M
- -2.10%
- 1Y
- 2.43%
- 3Y*
- 15.32%
- 5Y*
- 9.00%
- 10Y*
- 11.95%
EXH2.DE vs. ZPDF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 2.24% | 12.00% | 17.32% | 28.77% | -23.05% | 26.14% | 6.43% | 47.00% | -14.02% | 19.83% |
ZPDF.DE SPDR S&P US Financials Select Sector UCITS ETF | -4.18% | 3.01% | 37.12% | 8.46% | -6.12% | 48.31% | -12.18% | 35.27% | -10.30% | 7.53% |
Correlation
The correlation between EXH2.DE and ZPDF.DE is 0.57, 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 | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2015 | 0.57 |
The correlation between EXH2.DE and ZPDF.DE has been stable across timeframes, ranging from 0.52 to 0.59 - a consistent structural relationship.
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Return for Risk
EXH2.DE vs. ZPDF.DE — Risk / Return Rank
EXH2.DE
ZPDF.DE
EXH2.DE vs. ZPDF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.DE) and SPDR S&P US Financials Select Sector UCITS ETF (ZPDF.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.
| EXH2.DE | ZPDF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.03 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.14 | +0.39 |
| Martin ratioReturn relative to average drawdown | 1.53 | 0.33 | +1.20 |
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
| EXH2.DE | ZPDF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.12 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.49 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.58 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.48 | +0.12 |
Drawdowns
EXH2.DE vs. ZPDF.DE - Drawdown Comparison
The maximum EXH2.DE drawdown since its inception was -42.02%, roughly equal to the maximum ZPDF.DE drawdown of -42.38%. Use the drawdown chart below to compare losses from any high point for EXH2.DE and ZPDF.DE.
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Drawdown Indicators
| EXH2.DE | ZPDF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.02% | -42.38% | +0.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.11% | -12.75% | -0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -19.77% | -21.67% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -31.95% | -21.67% | -10.28% |
Max Drawdown (10Y)Largest decline over 10 years | -42.02% | -42.38% | +0.36% |
Current DrawdownCurrent decline from peak | -3.27% | -9.42% | +6.15% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -7.77% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 5.55% | -0.98% |
Volatility
EXH2.DE vs. ZPDF.DE - Volatility Comparison
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.DE) has a higher volatility of 5.10% compared to SPDR S&P US Financials Select Sector UCITS ETF (ZPDF.DE) at 4.24%. This indicates that EXH2.DE's price experiences larger fluctuations and is considered to be riskier than ZPDF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH2.DE | ZPDF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 4.24% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 10.54% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.19% | 14.67% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 18.20% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 21.18% | -0.90% |
EXH2.DE vs. ZPDF.DE - Expense Ratio Comparison
EXH2.DE has a 0.46% expense ratio, which is higher than ZPDF.DE's 0.15% expense ratio.
Dividends
EXH2.DE vs. ZPDF.DE - Dividend Comparison
EXH2.DE's dividend yield for the trailing twelve months is around 1.64%, while ZPDF.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 1.64% | 1.63% | 1.52% | 1.73% | 2.06% | 1.32% | 1.65% | 2.06% | 2.71% | 3.92% | 3.49% | 3.77% |
ZPDF.DE SPDR S&P US Financials Select Sector 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% |
Frequently Asked Questions
EXH2.DE and ZPDF.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZPDF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPDF.DE is cheaper with a 0.15% expense ratio, compared with 0.46% for EXH2.DE.
EXH2.DE tracks STOXX® Europe 600 Financial Services, while ZPDF.DE tracks S&P Financials Select Sector. They also come from different issuers: iShares and State Street. Their fees differ too: 0.46% for EXH2.DE and 0.15% for ZPDF.DE.
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