EXIA.DE vs. ZPRW.DE
EXIA.DE (iShares DAX ESG UCITS ETF (DE)) and ZPRW.DE (SPDR MSCI Europe Value UCITS ETF) are both Europe Equities funds - EXIA.DE tracks the DAX® ESG Target while ZPRW.DE tracks the MSCI Europe Value Exposure Select. Both are passively managed. Over the past 5 years, EXIA.DE returned 8.95%/yr vs 13.99%/yr for ZPRW.DE. Their correlation of 0.83 suggests significant overlap in exposure. EXIA.DE charges 0.12%/yr vs 0.20%/yr for ZPRW.DE.
Performance
EXIA.DE vs. ZPRW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXIA.DE achieves a 4.30% return, which is significantly lower than ZPRW.DE's 11.85% return.
EXIA.DE
- 1D
- 0.37%
- 1M
- 3.23%
- YTD
- 4.30%
- 6M
- 7.19%
- 1Y
- 3.51%
- 3Y*
- 15.53%
- 5Y*
- 8.95%
- 10Y*
- —
ZPRW.DE
- 1D
- 0.72%
- 1M
- 3.83%
- YTD
- 11.85%
- 6M
- 15.32%
- 1Y
- 31.00%
- 3Y*
- 20.72%
- 5Y*
- 13.99%
- 10Y*
- 10.74%
EXIA.DE vs. ZPRW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EXIA.DE iShares DAX ESG UCITS ETF (DE) | 4.30% | 17.20% | 18.59% | 21.57% | -14.54% | 4.16% |
ZPRW.DE SPDR MSCI Europe Value UCITS ETF | 11.85% | 35.70% | 8.86% | 13.72% | -4.74% | 10.47% |
Correlation
The correlation between EXIA.DE and ZPRW.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since May 21, 2021 | 0.83 |
The correlation between EXIA.DE and ZPRW.DE has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.
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Return for Risk
EXIA.DE vs. ZPRW.DE — Risk / Return Rank
EXIA.DE
ZPRW.DE
EXIA.DE vs. ZPRW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares DAX ESG UCITS ETF (DE) (EXIA.DE) and SPDR MSCI Europe Value UCITS ETF (ZPRW.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.
| EXIA.DE | ZPRW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.06 | ||
| Sortino ratioReturn per unit of downside risk | -2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.41 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 3.33 | -3.03 |
| Martin ratioReturn relative to average drawdown | 0.86 | 12.39 | -11.53 |
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
| EXIA.DE | ZPRW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 2.28 | -2.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.93 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.45 | +0.09 |
Drawdowns
EXIA.DE vs. ZPRW.DE - Drawdown Comparison
The maximum EXIA.DE drawdown since its inception was -28.15%, smaller than the maximum ZPRW.DE drawdown of -39.54%. Use the drawdown chart below to compare losses from any high point for EXIA.DE and ZPRW.DE.
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Drawdown Indicators
| EXIA.DE | ZPRW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -39.54% | +11.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -9.27% | -2.27% |
Max Drawdown (3Y)Largest decline over 3 years | -15.97% | -17.04% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -28.15% | -18.41% | -9.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.54% | — |
Current DrawdownCurrent decline from peak | -1.70% | -1.75% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -6.05% | -6.92% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 2.50% | +1.58% |
Volatility
EXIA.DE vs. ZPRW.DE - Volatility Comparison
iShares DAX ESG UCITS ETF (DE) (EXIA.DE) has a higher volatility of 4.76% compared to SPDR MSCI Europe Value UCITS ETF (ZPRW.DE) at 4.40%. This indicates that EXIA.DE's price experiences larger fluctuations and is considered to be riskier than ZPRW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXIA.DE | ZPRW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.40% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 10.84% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 13.53% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 14.89% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 17.54% | -0.62% |
EXIA.DE vs. ZPRW.DE - Expense Ratio Comparison
EXIA.DE has a 0.12% expense ratio, which is lower than ZPRW.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EXIA.DE vs. ZPRW.DE - Dividend Comparison
Neither EXIA.DE nor ZPRW.DE has paid dividends to shareholders.
Frequently Asked Questions
EXIA.DE and ZPRW.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXIA.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXIA.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for ZPRW.DE.
EXIA.DE tracks DAX® ESG Target, while ZPRW.DE tracks MSCI Europe Value Exposure Select. They also come from different issuers: iShares and State Street. Their fees differ too: 0.12% for EXIA.DE and 0.20% for ZPRW.DE.
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