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SPYZ.DE vs. ISP.MI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPYZ.DE vs. ISP.MI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI Europe Financials UCITS ETF (SPYZ.DE) and Intesa Sanpaolo SpA (ISP.MI). The values are adjusted to include any dividend payments, if applicable.

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SPYZ.DE vs. ISP.MI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPYZ.DE
SPDR MSCI Europe Financials UCITS ETF
-3.45%48.26%25.23%21.51%-2.51%28.19%-15.32%24.02%-19.59%12.30%
ISP.MI
Intesa Sanpaolo SpA
-10.13%64.16%59.21%39.63%-1.55%29.48%-5.44%33.15%-24.89%21.93%

Returns By Period

In the year-to-date period, SPYZ.DE achieves a -3.45% return, which is significantly higher than ISP.MI's -10.13% return. Over the past 10 years, SPYZ.DE has underperformed ISP.MI with an annualized return of 12.05%, while ISP.MI has yielded a comparatively higher 18.33% annualized return.


SPYZ.DE

1D
3.56%
1M
-2.29%
YTD
-3.45%
6M
6.08%
1Y
20.61%
3Y*
27.78%
5Y*
19.05%
10Y*
12.05%

ISP.MI

1D
-1.24%
1M
-0.08%
YTD
-10.13%
6M
-1.36%
1Y
19.01%
3Y*
42.30%
5Y*
28.10%
10Y*
18.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SPYZ.DE vs. ISP.MI — 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: 5454
Overall Rank
SPYZ.DE Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SPYZ.DE Sortino Ratio Rank: 5050
Sortino Ratio Rank
SPYZ.DE Omega Ratio Rank: 5151
Omega Ratio Rank
SPYZ.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
SPYZ.DE Martin Ratio Rank: 5353
Martin Ratio Rank

ISP.MI
ISP.MI Risk / Return Rank: 6060
Overall Rank
ISP.MI Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ISP.MI Sortino Ratio Rank: 5555
Sortino Ratio Rank
ISP.MI Omega Ratio Rank: 5555
Omega Ratio Rank
ISP.MI Calmar Ratio Rank: 6161
Calmar Ratio Rank
ISP.MI Martin Ratio Rank: 6767
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. ISP.MI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Financials UCITS ETF (SPYZ.DE) and Intesa Sanpaolo SpA (ISP.MI). 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.DEISP.MIDifference

Sharpe ratio

Return per unit of total volatility

1.01

0.70

+0.32

Sortino ratio

Return per unit of downside risk

1.40

1.04

+0.36

Omega ratio

Gain probability vs. loss probability

1.20

1.14

+0.06

Calmar ratio

Return relative to maximum drawdown

1.69

1.00

+0.68

Martin ratio

Return relative to average drawdown

5.60

3.34

+2.25

SPYZ.DE vs. ISP.MI - Sharpe Ratio Comparison

The current SPYZ.DE Sharpe Ratio is 1.01, which is higher than the ISP.MI Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of SPYZ.DE and ISP.MI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPYZ.DEISP.MIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

0.70

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.01

1.03

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.58

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.28

+0.17

Correlation

The correlation between SPYZ.DE and ISP.MI is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SPYZ.DE vs. ISP.MI - Dividend Comparison

SPYZ.DE has not paid dividends to shareholders, while ISP.MI's dividend yield for the trailing twelve months is around 6.71%.


TTM20252024202320222021202020192018201720162015
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%0.00%0.00%0.00%
ISP.MI
Intesa Sanpaolo SpA
6.71%6.03%8.34%8.86%7.35%9.12%10.04%8.39%10.46%6.43%5.77%2.27%

Drawdowns

SPYZ.DE vs. ISP.MI - Drawdown Comparison

The maximum SPYZ.DE drawdown since its inception was -45.16%, smaller than the maximum ISP.MI drawdown of -81.20%. Use the drawdown chart below to compare losses from any high point for SPYZ.DE and ISP.MI.


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Drawdown Indicators


SPYZ.DEISP.MIDifference

Max Drawdown

Largest peak-to-trough decline

-45.16%

-81.20%

+36.04%

Max Drawdown (1Y)

Largest decline over 1 year

-14.91%

-18.96%

+4.05%

Max Drawdown (5Y)

Largest decline over 5 years

-23.17%

-42.70%

+19.53%

Max Drawdown (10Y)

Largest decline over 10 years

-45.16%

-51.49%

+6.33%

Current Drawdown

Current decline from peak

-6.74%

-13.17%

+6.43%

Average Drawdown

Average peak-to-trough decline

-9.66%

-29.25%

+19.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.70%

5.69%

-1.99%

Volatility

SPYZ.DE vs. ISP.MI - Volatility Comparison

The current volatility for SPDR MSCI Europe Financials UCITS ETF (SPYZ.DE) is 7.70%, while Intesa Sanpaolo SpA (ISP.MI) has a volatility of 8.91%. This indicates that SPYZ.DE experiences smaller price fluctuations and is considered to be less risky than ISP.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPYZ.DEISP.MIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.70%

8.91%

-1.21%

Volatility (6M)

Calculated over the trailing 6-month period

12.99%

17.31%

-4.32%

Volatility (1Y)

Calculated over the trailing 1-year period

20.27%

27.24%

-6.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.55%

27.07%

-8.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.33%

31.13%

-9.80%