PortfoliosLab logoPortfoliosLab logo
SPYM.DE vs. ZPRG.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPYM.DE vs. ZPRG.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI Emerging Markets UCITS ETF (SPYM.DE) and SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SPYM.DE achieves a 28.91% return, which is significantly higher than ZPRG.DE's 10.43% return. Over the past 10 years, SPYM.DE has outperformed ZPRG.DE with an annualized return of 10.32%, while ZPRG.DE has yielded a comparatively lower 6.86% annualized return.


SPYM.DE

1D
0.51%
1M
2.41%
YTD
28.91%
6M
30.74%
1Y
48.17%
3Y*
22.17%
5Y*
8.34%
10Y*
10.32%

ZPRG.DE

1D
0.26%
1M
2.18%
YTD
10.43%
6M
11.07%
1Y
19.09%
3Y*
13.52%
5Y*
7.17%
10Y*
6.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYM.DE vs. ZPRG.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPYM.DE
SPDR MSCI Emerging Markets UCITS ETF
28.91%19.06%14.05%6.05%-14.90%5.28%6.27%22.31%-11.26%19.74%
ZPRG.DE
SPDR S&P Global Dividend Aristocrats UCITS
10.43%5.03%13.19%3.49%-1.05%25.02%-17.50%23.66%-5.29%4.22%

Correlation

The correlation between SPYM.DE and ZPRG.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

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

0.45

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

0.47

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

0.57

Correlation (All Time)
Calculated using the full available price history since May 16, 2013

0.64

Over the past year, the correlation between SPYM.DE and ZPRG.DE has dropped to 0.34 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.

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

SPYM.DE vs. ZPRG.DE — Risk / Return Rank

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

SPYM.DE
SPYM.DE Risk / Return Rank: 8686
Overall Rank
SPYM.DE Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
SPYM.DE Sortino Ratio Rank: 8383
Sortino Ratio Rank
SPYM.DE Omega Ratio Rank: 8686
Omega Ratio Rank
SPYM.DE Calmar Ratio Rank: 8989
Calmar Ratio Rank
SPYM.DE Martin Ratio Rank: 8686
Martin Ratio Rank

ZPRG.DE
ZPRG.DE Risk / Return Rank: 7272
Overall Rank
ZPRG.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ZPRG.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
ZPRG.DE Omega Ratio Rank: 6666
Omega Ratio Rank
ZPRG.DE Calmar Ratio Rank: 7777
Calmar Ratio Rank
ZPRG.DE Martin Ratio Rank: 7070
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.

SPYM.DE vs. ZPRG.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Emerging Markets UCITS ETF (SPYM.DE) and SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SPYM.DEZPRG.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.44

Sortino ratioReturn per unit of downside risk

+0.32

Omega ratioGain probability vs. loss probability

1.45

1.35

+0.10

Calmar ratioReturn relative to maximum drawdown

4.62

3.51

+1.11

Martin ratioReturn relative to average drawdown

15.65

11.37

+4.28

SPYM.DE vs. ZPRG.DE - Sharpe Ratio Comparison

The current SPYM.DE Sharpe Ratio is 2.47, which is comparable to the ZPRG.DE Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of SPYM.DE and ZPRG.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...

Drawdowns

SPYM.DE vs. ZPRG.DE - Drawdown Comparison

The maximum SPYM.DE drawdown since its inception was -44.83%, which is greater than ZPRG.DE's maximum drawdown of -42.07%. Use the drawdown chart below to compare losses from any high point for SPYM.DE and ZPRG.DE.


Loading charts...

Drawdown Indicators


SPYM.DEZPRG.DEDifference

Max Drawdown

Largest peak-to-trough decline

-44.83%

-42.07%

-2.76%

Max Drawdown (1Y)

Largest decline over 1 year

-10.38%

-5.42%

-4.96%

Max Drawdown (3Y)

Largest decline over 3 years

-18.95%

-17.07%

-1.88%

Max Drawdown (5Y)

Largest decline over 5 years

-23.86%

-18.48%

-5.38%

Max Drawdown (10Y)

Largest decline over 10 years

-31.69%

-42.07%

+10.38%

Current Drawdown

Current decline from peak

-4.14%

0.00%

-4.14%

Average Drawdown

Average peak-to-trough decline

-17.62%

-6.56%

-11.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.07%

1.68%

+1.39%

Volatility

SPYM.DE vs. ZPRG.DE - Volatility Comparison

SPDR MSCI Emerging Markets UCITS ETF (SPYM.DE) has a higher volatility of 8.92% compared to SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE) at 2.20%. This indicates that SPYM.DE's price experiences larger fluctuations and is considered to be riskier than ZPRG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SPYM.DEZPRG.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.92%

2.20%

+6.72%

Volatility (6M)

Calculated over the trailing 6-month period

17.12%

6.70%

+10.42%

Volatility (1Y)

Calculated over the trailing 1-year period

19.43%

9.40%

+10.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.17%

12.40%

+4.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.51%

14.88%

+3.63%

SPYM.DE vs. ZPRG.DE - Expense Ratio Comparison

SPYM.DE has a 0.18% expense ratio, which is lower than ZPRG.DE's 0.45% expense ratio.


Dividends

SPYM.DE vs. ZPRG.DE - Dividend Comparison

SPYM.DE has not paid dividends to shareholders, while ZPRG.DE's dividend yield for the trailing twelve months is around 3.78%.


PositionTTM20252024202320222021202020192018201720162015
SPYM.DE
SPDR MSCI Emerging Markets 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%
ZPRG.DE
SPDR S&P Global Dividend Aristocrats UCITS
3.78%4.25%3.73%4.22%4.49%3.58%3.98%3.44%3.95%3.36%3.62%3.80%

Frequently Asked Questions


SPYM.DE and ZPRG.DE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPYM.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYM.DE is cheaper with a 0.18% expense ratio, compared with 0.45% for ZPRG.DE.

SPYM.DE is categorized as Emerging Markets Equities, while ZPRG.DE is Global Equity Income. SPYM.DE tracks MSCI Emerging Markets, while ZPRG.DE tracks S&P Global Dividend Aristocrats Quality Income Index. Their fees differ too: 0.18% for SPYM.DE and 0.45% for ZPRG.DE.

Portfolio Optimizer

Find the right allocation for SPYM.DE and ZPRG.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