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SPYZ.DE vs. INDA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPYZ.DE vs. INDA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI Europe Financials UCITS ETF (SPYZ.DE) and Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.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, SPYZ.DE achieves a 3.30% return, which is significantly lower than INDA.DE's 7.47% return. Over the past 10 years, SPYZ.DE has underperformed INDA.DE with an annualized return of 12.24%, while INDA.DE has yielded a comparatively higher 13.89% annualized return.


SPYZ.DE

1D
0.55%
1M
0.34%
YTD
3.30%
6M
10.26%
1Y
21.73%
3Y*
28.74%
5Y*
19.38%
10Y*
12.24%

INDA.DE

1D
0.46%
1M
2.43%
YTD
7.47%
6M
15.40%
1Y
39.76%
3Y*
40.68%
5Y*
26.58%
10Y*
13.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYZ.DE vs. INDA.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPYZ.DE
SPDR MSCI Europe Financials UCITS ETF
3.30%48.26%25.23%21.51%-2.51%28.19%-15.32%24.02%-19.59%12.30%
INDA.DE
Lyxor STOXX Europe 600 Banks UCITS ETF Dist
7.47%76.64%32.75%22.04%1.47%37.53%-23.78%15.32%-25.43%11.50%

Correlation

The correlation between SPYZ.DE and INDA.DE is 0.95, 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

0.95

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

0.89

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

0.87

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

0.84

Correlation (All Time)
Calculated using the full available price history since May 14, 2013

0.85

The correlation between SPYZ.DE and INDA.DE shifts across timeframes, from 0.84 (10 years) to 0.95 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SPYZ.DE vs. INDA.DE — Risk / Return Rank

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

SPYZ.DE
SPYZ.DE Risk / Return Rank: 3636
Overall Rank
SPYZ.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
SPYZ.DE Sortino Ratio Rank: 3636
Sortino Ratio Rank
SPYZ.DE Omega Ratio Rank: 3434
Omega Ratio Rank
SPYZ.DE Calmar Ratio Rank: 3737
Calmar Ratio Rank
SPYZ.DE Martin Ratio Rank: 4040
Martin Ratio Rank

INDA.DE
INDA.DE Risk / Return Rank: 5353
Overall Rank
INDA.DE Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
INDA.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
INDA.DE Omega Ratio Rank: 5050
Omega Ratio Rank
INDA.DE Calmar Ratio Rank: 5454
Calmar Ratio Rank
INDA.DE Martin Ratio Rank: 5353
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.

SPYZ.DE vs. INDA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Financials UCITS ETF (SPYZ.DE) and Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.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.


SPYZ.DEINDA.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.60

Sortino ratioReturn per unit of downside risk

-0.75

Omega ratioGain probability vs. loss probability

1.22

1.31

-0.09

Calmar ratioReturn relative to maximum drawdown

1.82

2.65

-0.84

Martin ratioReturn relative to average drawdown

6.13

8.93

-2.80

SPYZ.DE vs. INDA.DE - Sharpe Ratio Comparison

The current SPYZ.DE Sharpe Ratio is 1.26, which is lower than the INDA.DE Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of SPYZ.DE and INDA.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


SPYZ.DEINDA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

1.86

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.02

1.18

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.61

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.19

+0.28

Drawdowns

SPYZ.DE vs. INDA.DE - Drawdown Comparison

The maximum SPYZ.DE drawdown since its inception was -45.16%, smaller than the maximum INDA.DE drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for SPYZ.DE and INDA.DE.


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Drawdown Indicators


SPYZ.DEINDA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-45.16%

-70.13%

+24.97%

Max Drawdown (1Y)

Largest decline over 1 year

-12.28%

-15.59%

+3.31%

Max Drawdown (3Y)

Largest decline over 3 years

-16.91%

-20.38%

+3.47%

Max Drawdown (5Y)

Largest decline over 5 years

-23.17%

-27.77%

+4.60%

Max Drawdown (10Y)

Largest decline over 10 years

-45.16%

-55.08%

+9.92%

Current Drawdown

Current decline from peak

-2.74%

-1.73%

-1.01%

Average Drawdown

Average peak-to-trough decline

-9.57%

-26.50%

+16.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.65%

4.64%

-0.99%

Volatility

SPYZ.DE vs. INDA.DE - Volatility Comparison

The current volatility for SPDR MSCI Europe Financials UCITS ETF (SPYZ.DE) is 5.19%, while Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.DE) has a volatility of 5.98%. This indicates that SPYZ.DE experiences smaller price fluctuations and is considered to be less risky than INDA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPYZ.DEINDA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.19%

5.98%

-0.79%

Volatility (6M)

Calculated over the trailing 6-month period

14.37%

17.92%

-3.55%

Volatility (1Y)

Calculated over the trailing 1-year period

17.69%

22.30%

-4.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.75%

24.05%

-5.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.28%

26.34%

-5.06%

SPYZ.DE vs. INDA.DE - Expense Ratio Comparison

SPYZ.DE has a 0.18% expense ratio, which is lower than INDA.DE's 0.30% expense ratio.


Dividends

SPYZ.DE vs. INDA.DE - Dividend Comparison

SPYZ.DE has not paid dividends to shareholders, while INDA.DE's dividend yield for the trailing twelve months is around 5.05%.


PositionTTM20252024202320222021202020192018
INDA.DE
Lyxor STOXX Europe 600 Banks UCITS ETF Dist
5.05%5.42%5.93%1.58%5.04%3.76%1.42%4.45%4.56%
SPYZ.DE
SPDR MSCI Europe Financials UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.95, SPYZ.DE and INDA.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, SPYZ.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYZ.DE is cheaper with a 0.18% expense ratio, compared with 0.30% for INDA.DE.

SPYZ.DE tracks MSCI Europe Financials 20/35 Capped, while INDA.DE tracks STOXX® Europe 600 Banks. They also come from different issuers: State Street and Amundi. Their fees differ too: 0.18% for SPYZ.DE and 0.30% for INDA.DE.

Portfolio Optimizer

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