EXV4.DE vs. ZPDH.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and ZPDH.DE (SPDR S&P US Health Care Select Sector UCITS ETF) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while ZPDH.DE tracks the S&P Health Care Select Sector. Both are passively managed. Over the past 10 years, EXV4.DE returned 5.78%/yr vs 8.92%/yr for ZPDH.DE. A 0.65 correlation means they provide meaningful diversification when combined. EXV4.DE charges 0.46%/yr vs 0.15%/yr for ZPDH.DE.
Performance
EXV4.DE vs. ZPDH.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXV4.DE achieves a -2.60% return, which is significantly lower than ZPDH.DE's -1.12% return. Over the past 10 years, EXV4.DE has underperformed ZPDH.DE with an annualized return of 5.78%, while ZPDH.DE has yielded a comparatively higher 8.92% annualized return.
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
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%
EXV4.DE vs. ZPDH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | -6.10% | 25.12% | -2.48% | 32.64% | -1.01% | 4.34% |
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 EXV4.DE and ZPDH.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.65 |
The correlation between EXV4.DE and ZPDH.DE has been stable across timeframes, ranging from 0.55 to 0.65 - a consistent structural relationship.
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
EXV4.DE vs. ZPDH.DE — Risk / Return Rank
EXV4.DE
ZPDH.DE
EXV4.DE vs. ZPDH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.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.
| EXV4.DE | ZPDH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.16 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.21 | -0.82 |
| Martin ratioReturn relative to average drawdown | 0.84 | 2.95 | -2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXV4.DE | ZPDH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.89 | -0.60 |
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 | 0.37 | 0.56 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.46 | -0.14 |
Drawdowns
EXV4.DE vs. ZPDH.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, 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 EXV4.DE and ZPDH.DE.
Loading charts...
Drawdown Indicators
| EXV4.DE | ZPDH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -26.61% | -17.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -10.77% | -1.80% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -22.64% | -3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -22.64% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -26.61% | +0.06% |
Current DrawdownCurrent decline from peak | -11.65% | -7.28% | -4.37% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -5.80% | -5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 4.41% | +1.31% |
Volatility
EXV4.DE vs. ZPDH.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 5.58% compared to SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) at 5.13%. This indicates that EXV4.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
| EXV4.DE | ZPDH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.13% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 10.16% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 14.63% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 14.47% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 15.77% | -0.03% |
EXV4.DE vs. ZPDH.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than ZPDH.DE's 0.15% expense ratio.
Dividends
EXV4.DE vs. ZPDH.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while ZPDH.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
ZPDH.DE SPDR S&P US Health Care 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
EXV4.DE and ZPDH.DE have a correlation of 0.60, 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 0.46% for EXV4.DE.
EXV4.DE tracks STOXX® Europe 600 Health Care, while ZPDH.DE tracks S&P Health Care Select Sector. They also come from different issuers: iShares and State Street. Their fees differ too: 0.46% for EXV4.DE and 0.15% for ZPDH.DE.
Find the right allocation for EXV4.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