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SPYJ.DE vs. D5BK.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPYJ.DE vs. D5BK.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR Dow Jones Global Real Estate UCITS ETF (SPYJ.DE) and Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPYJ.DE achieves a 8.14% return, which is significantly higher than D5BK.DE's -0.60% return. Over the past 10 years, SPYJ.DE has outperformed D5BK.DE with an annualized return of 3.00%, while D5BK.DE has yielded a comparatively lower -0.15% annualized return.


SPYJ.DE

1D
0.05%
1M
-0.54%
YTD
8.14%
6M
7.27%
1Y
10.19%
3Y*
5.92%
5Y*
2.31%
10Y*
3.00%

D5BK.DE

1D
0.72%
1M
-0.27%
YTD
-0.60%
6M
0.02%
1Y
-2.75%
3Y*
6.51%
5Y*
-4.66%
10Y*
-0.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYJ.DE vs. D5BK.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPYJ.DE
SPDR Dow Jones Global Real Estate UCITS ETF
8.14%-2.34%4.88%7.77%-20.64%41.31%-18.77%23.49%-0.95%-3.79%
D5BK.DE
Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C
-0.60%5.96%-4.03%15.92%-36.63%17.10%-10.26%29.66%-8.93%12.62%

Correlation

The correlation between SPYJ.DE and D5BK.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

0.61

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

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Oct 26, 2012

0.63

The correlation between SPYJ.DE and D5BK.DE has been stable across timeframes, ranging from 0.60 to 0.63 - a consistent structural relationship.

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Return for Risk

SPYJ.DE vs. D5BK.DE — Risk / Return Rank

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

SPYJ.DE
SPYJ.DE Risk / Return Rank: 2727
Overall Rank
SPYJ.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
SPYJ.DE Sortino Ratio Rank: 2424
Sortino Ratio Rank
SPYJ.DE Omega Ratio Rank: 2525
Omega Ratio Rank
SPYJ.DE Calmar Ratio Rank: 3030
Calmar Ratio Rank
SPYJ.DE Martin Ratio Rank: 3131
Martin Ratio Rank

D5BK.DE
D5BK.DE Risk / Return Rank: 77
Overall Rank
D5BK.DE Sharpe Ratio Rank: 77
Sharpe Ratio Rank
D5BK.DE Sortino Ratio Rank: 77
Sortino Ratio Rank
D5BK.DE Omega Ratio Rank: 77
Omega Ratio Rank
D5BK.DE Calmar Ratio Rank: 77
Calmar Ratio Rank
D5BK.DE Martin Ratio Rank: 77
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.

SPYJ.DE vs. D5BK.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones Global Real Estate UCITS ETF (SPYJ.DE) and Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.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.


SPYJ.DED5BK.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.07

Sortino ratioReturn per unit of downside risk

+1.43

Omega ratioGain probability vs. loss probability

1.16

0.98

+0.18

Calmar ratioReturn relative to maximum drawdown

1.46

-0.18

+1.64

Martin ratioReturn relative to average drawdown

4.40

-0.45

+4.85

SPYJ.DE vs. D5BK.DE - Sharpe Ratio Comparison

The current SPYJ.DE Sharpe Ratio is 0.90, which is higher than the D5BK.DE Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of SPYJ.DE and D5BK.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.


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Sharpe Ratios by Period


SPYJ.DED5BK.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

-0.17

+1.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.15

-0.21

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

-0.01

+0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.27

+0.05

Drawdowns

SPYJ.DE vs. D5BK.DE - Drawdown Comparison

The maximum SPYJ.DE drawdown since its inception was -42.92%, smaller than the maximum D5BK.DE drawdown of -46.41%. Use the drawdown chart below to compare losses from any high point for SPYJ.DE and D5BK.DE.


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Drawdown Indicators


SPYJ.DED5BK.DEDifference

Max Drawdown

Largest peak-to-trough decline

-42.92%

-46.41%

+3.49%

Max Drawdown (1Y)

Largest decline over 1 year

-6.95%

-15.61%

+8.66%

Max Drawdown (3Y)

Largest decline over 3 years

-20.29%

-21.61%

+1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-30.71%

-46.41%

+15.70%

Max Drawdown (10Y)

Largest decline over 10 years

-42.92%

-46.41%

+3.49%

Current Drawdown

Current decline from peak

-7.72%

-28.23%

+20.51%

Average Drawdown

Average peak-to-trough decline

-11.10%

-13.98%

+2.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.31%

6.05%

-3.74%

Volatility

SPYJ.DE vs. D5BK.DE - Volatility Comparison

The current volatility for SPDR Dow Jones Global Real Estate UCITS ETF (SPYJ.DE) is 3.15%, while Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.DE) has a volatility of 4.80%. This indicates that SPYJ.DE experiences smaller price fluctuations and is considered to be less risky than D5BK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPYJ.DED5BK.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.15%

4.80%

-1.65%

Volatility (6M)

Calculated over the trailing 6-month period

8.50%

13.17%

-4.67%

Volatility (1Y)

Calculated over the trailing 1-year period

11.29%

15.75%

-4.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.11%

21.49%

-6.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.96%

19.95%

-2.99%

SPYJ.DE vs. D5BK.DE - Expense Ratio Comparison

SPYJ.DE has a 0.40% expense ratio, which is higher than D5BK.DE's 0.33% expense ratio.


Dividends

SPYJ.DE vs. D5BK.DE - Dividend Comparison

SPYJ.DE's dividend yield for the trailing twelve months is around 2.57%, while D5BK.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
D5BK.DE
Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPYJ.DE
SPDR Dow Jones Global Real Estate UCITS ETF
2.57%2.80%2.70%2.67%2.91%1.76%2.70%3.16%4.36%4.02%2.53%2.10%

Frequently Asked Questions


SPYJ.DE and D5BK.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, D5BK.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

D5BK.DE is cheaper with a 0.33% expense ratio, compared with 0.40% for SPYJ.DE.

SPYJ.DE tracks Dow Jones Global Select Real Estate Securities, while D5BK.DE tracks FTSE EPRA/NAREIT Developed Europe. They also come from different issuers: State Street and Xtrackers. Their fees differ too: 0.40% for SPYJ.DE and 0.33% for D5BK.DE.

Portfolio Optimizer

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