PortfoliosLab logoPortfoliosLab logo
SMLK.DE vs. ZPRR.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMLK.DE vs. ZPRR.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco S&P SmallCap 600 UCITS ETF A (SMLK.DE) and SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SMLK.DE achieves a 15.73% return, which is significantly lower than ZPRR.DE's 17.93% return.


SMLK.DE

1D
0.95%
1M
2.49%
YTD
15.73%
6M
16.04%
1Y
31.03%
3Y*
12.46%
5Y*
6.92%
10Y*

ZPRR.DE

1D
0.93%
1M
4.09%
YTD
17.93%
6M
16.88%
1Y
38.46%
3Y*
15.40%
5Y*
7.11%
10Y*
10.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMLK.DE vs. ZPRR.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SMLK.DE
Invesco S&P SmallCap 600 UCITS ETF A
15.73%-4.02%13.30%13.97%-11.83%10.98%
ZPRR.DE
SPDR Russell 2000 US Small Cap UCITS ETF
17.93%1.37%15.82%14.82%-16.60%5.22%

Correlation

The correlation between SMLK.DE and ZPRR.DE is 0.92, 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

0.92

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

0.95

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

0.96

Correlation (All Time)
Calculated using the full available price history since Apr 15, 2021

0.96

The correlation between SMLK.DE and ZPRR.DE has been stable across timeframes, ranging from 0.92 to 0.96 - 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

SMLK.DE vs. ZPRR.DE — Risk / Return Rank

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

SMLK.DE
SMLK.DE Risk / Return Rank: 6666
Overall Rank
SMLK.DE Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
SMLK.DE Sortino Ratio Rank: 5656
Sortino Ratio Rank
SMLK.DE Omega Ratio Rank: 5555
Omega Ratio Rank
SMLK.DE Calmar Ratio Rank: 8888
Calmar Ratio Rank
SMLK.DE Martin Ratio Rank: 7676
Martin Ratio Rank

ZPRR.DE
ZPRR.DE Risk / Return Rank: 6868
Overall Rank
ZPRR.DE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ZPRR.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
ZPRR.DE Omega Ratio Rank: 5858
Omega Ratio Rank
ZPRR.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
ZPRR.DE Martin Ratio Rank: 7272
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.

SMLK.DE vs. ZPRR.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600 UCITS ETF A (SMLK.DE) and SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.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.


SMLK.DEZPRR.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.33

1.35

-0.02

Calmar ratioReturn relative to maximum drawdown

5.02

4.53

+0.49

Martin ratioReturn relative to average drawdown

14.18

13.24

+0.94

SMLK.DE vs. ZPRR.DE - Sharpe Ratio Comparison

The current SMLK.DE Sharpe Ratio is 1.88, which is comparable to the ZPRR.DE Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of SMLK.DE and ZPRR.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.


Loading charts...

Sharpe Ratios by Period


SMLK.DEZPRR.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.88

2.10

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.33

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.48

-0.14

Drawdowns

SMLK.DE vs. ZPRR.DE - Drawdown Comparison

The maximum SMLK.DE drawdown since its inception was -32.69%, smaller than the maximum ZPRR.DE drawdown of -41.20%. Use the drawdown chart below to compare losses from any high point for SMLK.DE and ZPRR.DE.


Loading charts...

Drawdown Indicators


SMLK.DEZPRR.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.69%

-41.20%

+8.51%

Max Drawdown (1Y)

Largest decline over 1 year

-6.15%

-8.44%

+2.29%

Max Drawdown (3Y)

Largest decline over 3 years

-32.69%

-32.54%

-0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-32.69%

-32.54%

-0.15%

Max Drawdown (10Y)

Largest decline over 10 years

-41.20%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-8.96%

-9.39%

+0.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

2.90%

-0.72%

Volatility

SMLK.DE vs. ZPRR.DE - Volatility Comparison

The current volatility for Invesco S&P SmallCap 600 UCITS ETF A (SMLK.DE) is 4.06%, while SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) has a volatility of 5.38%. This indicates that SMLK.DE experiences smaller price fluctuations and is considered to be less risky than ZPRR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SMLK.DEZPRR.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.06%

5.38%

-1.32%

Volatility (6M)

Calculated over the trailing 6-month period

10.55%

12.26%

-1.71%

Volatility (1Y)

Calculated over the trailing 1-year period

16.46%

18.20%

-1.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.01%

20.98%

-0.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.98%

21.60%

-1.62%

SMLK.DE vs. ZPRR.DE - Expense Ratio Comparison

SMLK.DE has a 0.14% expense ratio, which is lower than ZPRR.DE's 0.30% expense ratio.


Dividends

SMLK.DE vs. ZPRR.DE - Dividend Comparison

Neither SMLK.DE nor ZPRR.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.92, SMLK.DE and ZPRR.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SMLK.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SMLK.DE is cheaper with a 0.14% expense ratio, compared with 0.30% for ZPRR.DE.

SMLK.DE tracks S&P SmallCap 600, while ZPRR.DE tracks Russell 2000®. They also come from different issuers: Invesco and State Street. Their fees differ too: 0.14% for SMLK.DE and 0.30% for ZPRR.DE.

Portfolio Optimizer

Find the right allocation for SMLK.DE and ZPRR.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