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SYBQ.DE vs. ZPRV.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SYBQ.DE vs. ZPRV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SYBQ.DE) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.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, SYBQ.DE achieves a 1.59% return, which is significantly lower than ZPRV.DE's 14.58% return. Over the past 10 years, SYBQ.DE has underperformed ZPRV.DE with an annualized return of 1.36%, while ZPRV.DE has yielded a comparatively higher 11.63% annualized return.


SYBQ.DE

1D
0.02%
1M
0.70%
YTD
1.59%
6M
2.20%
1Y
1.90%
3Y*
6.11%
5Y*
2.31%
10Y*
1.36%

ZPRV.DE

1D
0.77%
1M
1.69%
YTD
14.58%
6M
14.04%
1Y
34.68%
3Y*
16.57%
5Y*
10.67%
10Y*
11.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SYBQ.DE vs. ZPRV.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SYBQ.DE
SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF
1.59%1.45%9.71%9.39%-10.87%6.77%-2.67%10.78%-2.02%-1.92%
ZPRV.DE
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
14.58%2.99%14.07%19.11%-5.31%48.07%-1.85%27.41%-11.78%-3.75%

Correlation

The correlation between SYBQ.DE and ZPRV.DE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.42

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

0.37

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

0.32

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

0.24

Correlation (All Time)
Calculated using the full available price history since Feb 23, 2015

0.23

The correlation between SYBQ.DE and ZPRV.DE shifts across timeframes, from 0.23 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SYBQ.DE vs. ZPRV.DE — Risk / Return Rank

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

SYBQ.DE
SYBQ.DE Risk / Return Rank: 1616
Overall Rank
SYBQ.DE Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
SYBQ.DE Sortino Ratio Rank: 1414
Sortino Ratio Rank
SYBQ.DE Omega Ratio Rank: 1414
Omega Ratio Rank
SYBQ.DE Calmar Ratio Rank: 1919
Calmar Ratio Rank
SYBQ.DE Martin Ratio Rank: 1717
Martin Ratio Rank

ZPRV.DE
ZPRV.DE Risk / Return Rank: 7474
Overall Rank
ZPRV.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ZPRV.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
ZPRV.DE Omega Ratio Rank: 6464
Omega Ratio Rank
ZPRV.DE Calmar Ratio Rank: 9191
Calmar Ratio Rank
ZPRV.DE Martin Ratio Rank: 8585
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.

SYBQ.DE vs. ZPRV.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SYBQ.DE) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.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.


SYBQ.DEZPRV.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.77

Sortino ratioReturn per unit of downside risk

-2.40

Omega ratioGain probability vs. loss probability

1.07

1.38

-0.31

Calmar ratioReturn relative to maximum drawdown

0.75

5.84

-5.08

Martin ratioReturn relative to average drawdown

1.64

17.49

-15.84

SYBQ.DE vs. ZPRV.DE - Sharpe Ratio Comparison

The current SYBQ.DE Sharpe Ratio is 0.40, which is lower than the ZPRV.DE Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of SYBQ.DE and ZPRV.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


SYBQ.DEZPRV.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.40

2.17

-1.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.52

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.08

0.53

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.47

-0.39

Drawdowns

SYBQ.DE vs. ZPRV.DE - Drawdown Comparison

The maximum SYBQ.DE drawdown since its inception was -29.32%, smaller than the maximum ZPRV.DE drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for SYBQ.DE and ZPRV.DE.


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Drawdown Indicators


SYBQ.DEZPRV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-29.32%

-46.04%

+16.72%

Max Drawdown (1Y)

Largest decline over 1 year

-2.51%

-5.87%

+3.36%

Max Drawdown (3Y)

Largest decline over 3 years

-5.48%

-31.14%

+25.66%

Max Drawdown (5Y)

Largest decline over 5 years

-16.50%

-31.14%

+14.64%

Max Drawdown (10Y)

Largest decline over 10 years

-20.63%

-46.04%

+25.41%

Current Drawdown

Current decline from peak

-0.44%

0.00%

-0.44%

Average Drawdown

Average peak-to-trough decline

-9.11%

-8.34%

-0.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.15%

1.96%

-0.81%

Volatility

SYBQ.DE vs. ZPRV.DE - Volatility Comparison

The current volatility for SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SYBQ.DE) is 1.77%, while SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) has a volatility of 3.39%. This indicates that SYBQ.DE experiences smaller price fluctuations and is considered to be less risky than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SYBQ.DEZPRV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.77%

3.39%

-1.62%

Volatility (6M)

Calculated over the trailing 6-month period

3.55%

9.42%

-5.87%

Volatility (1Y)

Calculated over the trailing 1-year period

4.75%

15.78%

-11.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.45%

20.38%

-13.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.58%

22.56%

-4.98%

SYBQ.DE vs. ZPRV.DE - Expense Ratio Comparison

SYBQ.DE has a 0.20% expense ratio, which is lower than ZPRV.DE's 0.30% expense ratio.


Dividends

SYBQ.DE vs. ZPRV.DE - Dividend Comparison

SYBQ.DE's dividend yield for the trailing twelve months is around 4.67%, while ZPRV.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SYBQ.DE
SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF
4.67%4.72%4.31%3.04%1.88%1.71%2.04%1.84%1.92%2.48%2.57%2.58%
ZPRV.DE
SPDR MSCI USA Small Cap Value Weighted 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%

Frequently Asked Questions


SYBQ.DE and ZPRV.DE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SYBQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SYBQ.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for ZPRV.DE.

SYBQ.DE is categorized as European Corporate Bonds, while ZPRV.DE is Small Cap Value Equities. SYBQ.DE tracks Bloomberg Sterling Corporate Bond 0-5, while ZPRV.DE tracks MSCI USA Small Cap Value Weighted Index. Their fees differ too: 0.20% for SYBQ.DE and 0.30% for ZPRV.DE.

Portfolio Optimizer

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