IQQH.DE vs. ZPDE.DE
IQQH.DE (iShares Global Clean Energy UCITS ETF USD (Dist)) and ZPDE.DE (SPDR S&P US Energy Select Sector UCITS ETF) are both Energy Equities funds - IQQH.DE tracks the S&P Global Clean Energy while ZPDE.DE tracks the S&P Energy Select Sector. Both are passively managed. Over the past 10 years, IQQH.DE returned 11.71%/yr vs 9.33%/yr for ZPDE.DE. At a 0.34 correlation, their price movements are largely independent. IQQH.DE charges 0.65%/yr vs 0.15%/yr for ZPDE.DE.
Performance
IQQH.DE vs. ZPDE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQH.DE achieves a 39.28% return, which is significantly higher than ZPDE.DE's 32.72% return. Over the past 10 years, IQQH.DE has outperformed ZPDE.DE with an annualized return of 11.71%, while ZPDE.DE has yielded a comparatively lower 9.33% annualized return.
IQQH.DE
- 1D
- -1.81%
- 1M
- 8.45%
- YTD
- 39.28%
- 6M
- 35.95%
- 1Y
- 78.04%
- 3Y*
- 5.37%
- 5Y*
- 2.58%
- 10Y*
- 11.71%
ZPDE.DE
- 1D
- -0.53%
- 1M
- 4.44%
- YTD
- 32.72%
- 6M
- 28.42%
- 1Y
- 44.87%
- 3Y*
- 14.16%
- 5Y*
- 21.32%
- 10Y*
- 9.33%
IQQH.DE vs. ZPDE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQH.DE iShares Global Clean Energy UCITS ETF USD (Dist) | 39.28% | 29.83% | -21.49% | -22.15% | 0.84% | -17.65% | 117.65% | 49.62% | -4.26% | 7.71% |
ZPDE.DE SPDR S&P US Energy Select Sector UCITS ETF | 32.72% | -2.67% | 9.39% | -2.97% | 71.20% | 66.70% | -38.96% | 13.17% | -14.79% | -13.20% |
Correlation
The correlation between IQQH.DE and ZPDE.DE is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.34 |
The correlation between IQQH.DE and ZPDE.DE shifts across timeframes, from -0.08 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IQQH.DE vs. ZPDE.DE — Risk / Return Rank
IQQH.DE
ZPDE.DE
IQQH.DE vs. ZPDE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) and SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.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.
| IQQH.DE | ZPDE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.35 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.32 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 6.29 | 2.54 | +3.75 |
| Martin ratioReturn relative to average drawdown | 19.88 | 8.09 | +11.80 |
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
| IQQH.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.18 | 1.83 | +1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.78 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.32 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.26 | -0.27 |
Drawdowns
IQQH.DE vs. ZPDE.DE - Drawdown Comparison
The maximum IQQH.DE drawdown since its inception was -86.09%, which is greater than ZPDE.DE's maximum drawdown of -65.58%. Use the drawdown chart below to compare losses from any high point for IQQH.DE and ZPDE.DE.
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Drawdown Indicators
| IQQH.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.09% | -65.58% | -20.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -17.16% | +4.84% |
Max Drawdown (3Y)Largest decline over 3 years | -44.43% | -26.97% | -17.46% |
Max Drawdown (5Y)Largest decline over 5 years | -57.70% | -26.97% | -30.73% |
Max Drawdown (10Y)Largest decline over 10 years | -63.78% | -65.58% | +1.80% |
Current DrawdownCurrent decline from peak | -24.01% | -8.87% | -15.14% |
Average DrawdownAverage peak-to-trough decline | -59.78% | -17.28% | -42.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 5.40% | -1.50% |
Volatility
IQQH.DE vs. ZPDE.DE - Volatility Comparison
iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) has a higher volatility of 9.79% compared to SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) at 7.53%. This indicates that IQQH.DE's price experiences larger fluctuations and is considered to be riskier than ZPDE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQH.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.79% | 7.53% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 18.31% | 20.35% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.37% | 23.96% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.69% | 26.90% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.08% | 28.89% | -3.81% |
IQQH.DE vs. ZPDE.DE - Expense Ratio Comparison
IQQH.DE has a 0.65% expense ratio, which is higher than ZPDE.DE's 0.15% expense ratio.
Dividends
IQQH.DE vs. ZPDE.DE - Dividend Comparison
IQQH.DE's dividend yield for the trailing twelve months is around 0.94%, while ZPDE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQH.DE iShares Global Clean Energy UCITS ETF USD (Dist) | 0.94% | 1.53% | 1.32% | 1.23% | 0.83% | 1.23% | 0.56% | 2.89% | 3.30% | 4.82% | 4.72% | 2.86% |
ZPDE.DE SPDR S&P US Energy 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
IQQH.DE and ZPDE.DE have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZPDE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPDE.DE is cheaper with a 0.15% expense ratio, compared with 0.65% for IQQH.DE.
IQQH.DE tracks S&P Global Clean Energy, while ZPDE.DE tracks S&P Energy Select Sector. They also come from different issuers: iShares and State Street. Their fees differ too: 0.65% for IQQH.DE and 0.15% for ZPDE.DE.
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