IS0D.DE vs. ZPDE.DE
IS0D.DE (iShares Oil & Gas Exploration & Production UCITS ETF) and ZPDE.DE (SPDR S&P US Energy Select Sector UCITS ETF) are both Energy Equities funds - IS0D.DE tracks the S&P Commodity Producers Oil & Gas Exploration & Production while ZPDE.DE tracks the S&P Energy Select Sector. Both are passively managed. Over the past 10 years, IS0D.DE returned 6.95%/yr vs 9.33%/yr for ZPDE.DE. Their correlation of 0.92 suggests significant overlap in exposure. IS0D.DE charges 0.55%/yr vs 0.15%/yr for ZPDE.DE.
Performance
IS0D.DE vs. ZPDE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0D.DE achieves a 30.64% return, which is significantly lower than ZPDE.DE's 32.72% return. Over the past 10 years, IS0D.DE has underperformed ZPDE.DE with an annualized return of 6.95%, while ZPDE.DE has yielded a comparatively higher 9.33% annualized return.
IS0D.DE
- 1D
- 0.10%
- 1M
- 1.29%
- YTD
- 30.64%
- 6M
- 22.28%
- 1Y
- 36.59%
- 3Y*
- 11.88%
- 5Y*
- 17.33%
- 10Y*
- 6.95%
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%
IS0D.DE vs. ZPDE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 30.64% | -4.44% | 3.13% | -0.98% | 44.39% | 86.31% | -39.08% | 13.51% | -18.94% | -15.78% |
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 IS0D.DE and ZPDE.DE is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.92 |
The correlation between IS0D.DE and ZPDE.DE has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
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Return for Risk
IS0D.DE vs. ZPDE.DE — Risk / Return Rank
IS0D.DE
ZPDE.DE
IS0D.DE vs. ZPDE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.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.
| IS0D.DE | ZPDE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.54 | -0.51 |
| Martin ratioReturn relative to average drawdown | 5.02 | 8.09 | -3.07 |
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
| IS0D.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.83 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.78 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.32 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.26 | -0.17 |
Drawdowns
IS0D.DE vs. ZPDE.DE - Drawdown Comparison
The maximum IS0D.DE drawdown since its inception was -79.47%, 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 IS0D.DE and ZPDE.DE.
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Drawdown Indicators
| IS0D.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.47% | -65.58% | -13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -17.16% | -0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -30.80% | -26.97% | -3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -32.34% | -26.97% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -73.73% | -65.58% | -8.15% |
Current DrawdownCurrent decline from peak | -9.82% | -8.87% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -27.09% | -17.28% | -9.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.18% | 5.40% | +1.78% |
Volatility
IS0D.DE vs. ZPDE.DE - Volatility Comparison
iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) and SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) have volatilities of 7.78% and 7.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0D.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 7.53% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 20.35% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.99% | 23.96% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.37% | 26.90% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.12% | 28.89% | +4.23% |
IS0D.DE vs. ZPDE.DE - Expense Ratio Comparison
IS0D.DE has a 0.55% expense ratio, which is higher than ZPDE.DE's 0.15% expense ratio.
Dividends
IS0D.DE vs. ZPDE.DE - Dividend Comparison
Neither IS0D.DE nor ZPDE.DE has paid dividends to shareholders.
Frequently Asked Questions
IS0D.DE and ZPDE.DE have a correlation of 0.86, 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 0.55% for IS0D.DE.
IS0D.DE tracks S&P Commodity Producers Oil & Gas Exploration & Production, while ZPDE.DE tracks S&P Energy Select Sector. They also come from different issuers: iShares and State Street. Their fees differ too: 0.55% for IS0D.DE and 0.15% for ZPDE.DE.
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