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EXH3.DE vs. ZPDS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXH3.DE vs. ZPDS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and SPDR S&P US Consumer Staples Select Sector UCITS ETF (ZPDS.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXH3.DE achieves a 0.79% return, which is significantly lower than ZPDS.DE's 7.50% return. Over the past 10 years, EXH3.DE has underperformed ZPDS.DE with an annualized return of 1.45%, while ZPDS.DE has yielded a comparatively higher 6.84% annualized return.


EXH3.DE

1D
-0.56%
1M
-0.74%
YTD
0.79%
6M
0.79%
1Y
-9.06%
3Y*
-5.22%
5Y*
-3.23%
10Y*
1.45%

ZPDS.DE

1D
0.01%
1M
-2.00%
YTD
7.50%
6M
7.22%
1Y
0.43%
3Y*
4.36%
5Y*
6.72%
10Y*
6.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXH3.DE vs. ZPDS.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXH3.DE
iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)
0.79%0.44%-10.82%-2.05%-13.20%22.57%-6.15%29.56%-7.32%12.78%
ZPDS.DE
SPDR S&P US Consumer Staples Select Sector UCITS ETF
7.50%-8.90%20.38%-5.08%5.38%26.65%-0.79%29.96%-4.12%-1.59%

Correlation

The correlation between EXH3.DE and ZPDS.DE is 0.50, 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

0.50

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

0.40

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

0.43

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

0.49

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

0.53

The correlation between EXH3.DE and ZPDS.DE shifts across timeframes, from 0.40 (3 years) to 0.53 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

EXH3.DE vs. ZPDS.DE — Risk / Return Rank

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

EXH3.DE
EXH3.DE Risk / Return Rank: 44
Overall Rank
EXH3.DE Sharpe Ratio Rank: 44
Sharpe Ratio Rank
EXH3.DE Sortino Ratio Rank: 44
Sortino Ratio Rank
EXH3.DE Omega Ratio Rank: 44
Omega Ratio Rank
EXH3.DE Calmar Ratio Rank: 33
Calmar Ratio Rank
EXH3.DE Martin Ratio Rank: 44
Martin Ratio Rank

ZPDS.DE
ZPDS.DE Risk / Return Rank: 99
Overall Rank
ZPDS.DE Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
ZPDS.DE Sortino Ratio Rank: 99
Sortino Ratio Rank
ZPDS.DE Omega Ratio Rank: 99
Omega Ratio Rank
ZPDS.DE Calmar Ratio Rank: 1010
Calmar Ratio Rank
ZPDS.DE Martin Ratio Rank: 99
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.

EXH3.DE vs. ZPDS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and SPDR S&P US Consumer Staples Select Sector UCITS ETF (ZPDS.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.


EXH3.DEZPDS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.62

Sortino ratioReturn per unit of downside risk

-0.93

Omega ratioGain probability vs. loss probability

0.91

1.02

-0.10

Calmar ratioReturn relative to maximum drawdown

-0.68

0.05

-0.72

Martin ratioReturn relative to average drawdown

-1.07

0.10

-1.17

EXH3.DE vs. ZPDS.DE - Sharpe Ratio Comparison

The current EXH3.DE Sharpe Ratio is -0.59, which is lower than the ZPDS.DE Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of EXH3.DE and ZPDS.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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Sharpe Ratios by Period


EXH3.DEZPDS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.59

0.03

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

0.50

-0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

0.49

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.48

-0.08

Drawdowns

EXH3.DE vs. ZPDS.DE - Drawdown Comparison

The maximum EXH3.DE drawdown since its inception was -39.85%, which is greater than ZPDS.DE's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for EXH3.DE and ZPDS.DE.


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Drawdown Indicators


EXH3.DEZPDS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-39.85%

-23.29%

-16.56%

Max Drawdown (1Y)

Largest decline over 1 year

-13.35%

-8.74%

-4.61%

Max Drawdown (3Y)

Largest decline over 3 years

-21.11%

-15.44%

-5.67%

Max Drawdown (5Y)

Largest decline over 5 years

-28.68%

-16.54%

-12.14%

Max Drawdown (10Y)

Largest decline over 10 years

-30.20%

-23.29%

-6.91%

Current Drawdown

Current decline from peak

-24.50%

-7.67%

-16.83%

Average Drawdown

Average peak-to-trough decline

-8.56%

-6.14%

-2.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.42%

4.27%

+4.15%

Volatility

EXH3.DE vs. ZPDS.DE - Volatility Comparison

The current volatility for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) is 5.17%, while SPDR S&P US Consumer Staples Select Sector UCITS ETF (ZPDS.DE) has a volatility of 6.04%. This indicates that EXH3.DE experiences smaller price fluctuations and is considered to be less risky than ZPDS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXH3.DEZPDS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.17%

6.04%

-0.87%

Volatility (6M)

Calculated over the trailing 6-month period

11.62%

11.46%

+0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

15.26%

14.02%

+1.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.07%

13.37%

+0.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.41%

13.98%

+0.43%

EXH3.DE vs. ZPDS.DE - Expense Ratio Comparison

EXH3.DE has a 0.46% expense ratio, which is higher than ZPDS.DE's 0.15% expense ratio.


Dividends

EXH3.DE vs. ZPDS.DE - Dividend Comparison

EXH3.DE's dividend yield for the trailing twelve months is around 2.16%, while ZPDS.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EXH3.DE
iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)
2.16%2.10%2.16%1.70%1.56%0.88%1.45%1.46%1.70%2.08%2.45%2.52%
ZPDS.DE
SPDR S&P US Consumer Staples 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


EXH3.DE and ZPDS.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

ZPDS.DE is cheaper with a 0.15% expense ratio, compared with 0.46% for EXH3.DE.

EXH3.DE tracks STOXX® Europe 600 Food & Beverage, while ZPDS.DE tracks S&P Consumer Staples Select Sector. They also come from different issuers: iShares and State Street. Their fees differ too: 0.46% for EXH3.DE and 0.15% for ZPDS.DE.

Portfolio Optimizer

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