XDRE.DE vs. ZPA5.DE
XDRE.DE (Xtrackers Developed Green Real Estate ESG UCITS ETF 1C) and ZPA5.DE (Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc) are both exchange-traded funds - XDRE.DE is a REIT fund tracking the Dow Jones Developed Green Real Estate Index, while ZPA5.DE is a ESG fund tracking the S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index. Both are passively managed. Over the past year, XDRE.DE returned 17.57% vs 21.36% for ZPA5.DE. At a 0.46 correlation, their price movements are largely independent. XDRE.DE charges 0.18%/yr vs 0.07%/yr for ZPA5.DE.
Performance
XDRE.DE vs. ZPA5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDRE.DE achieves a 13.27% return, which is significantly higher than ZPA5.DE's 8.84% return.
XDRE.DE
- 1D
- 0.00%
- 1M
- 3.92%
- YTD
- 13.27%
- 6M
- 14.77%
- 1Y
- 17.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZPA5.DE
- 1D
- 0.00%
- 1M
- 1.23%
- YTD
- 8.84%
- 6M
- 9.20%
- 1Y
- 21.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XDRE.DE vs. ZPA5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XDRE.DE Xtrackers Developed Green Real Estate ESG UCITS ETF 1C | 13.27% | -2.46% | -3.78% |
ZPA5.DE Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 8.84% | 2.76% | 1.74% |
Correlation
The correlation between XDRE.DE and ZPA5.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2024 | 0.46 |
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Return for Risk
XDRE.DE vs. ZPA5.DE — Risk / Return Rank
XDRE.DE
ZPA5.DE
XDRE.DE vs. ZPA5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Developed Green Real Estate ESG UCITS ETF 1C (XDRE.DE) and Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.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.
| XDRE.DE | ZPA5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 1.05 | +1.55 |
| Martin ratioReturn relative to average drawdown | 8.91 | 1.90 | +7.01 |
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Drawdowns
XDRE.DE vs. ZPA5.DE - Drawdown Comparison
The maximum XDRE.DE drawdown since its inception was -20.91%, smaller than the maximum ZPA5.DE drawdown of -23.13%. Use the drawdown chart below to compare losses from any high point for XDRE.DE and ZPA5.DE.
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Drawdown Indicators
| XDRE.DE | ZPA5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.91% | -23.13% | +2.22% |
Max Drawdown (1Y)Largest decline over 1 year | -6.79% | -20.40% | +13.61% |
Current DrawdownCurrent decline from peak | 0.00% | -5.88% | +5.88% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -6.38% | -1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 11.22% | -9.23% |
Volatility
XDRE.DE vs. ZPA5.DE - Volatility Comparison
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C (XDRE.DE) has a higher volatility of 3.67% compared to Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.DE) at 3.33%. This indicates that XDRE.DE's price experiences larger fluctuations and is considered to be riskier than ZPA5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDRE.DE | ZPA5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 3.33% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 8.35% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 24.49% | -12.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 19.89% | -5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.06% | 19.89% | -5.83% |
XDRE.DE vs. ZPA5.DE - Expense Ratio Comparison
XDRE.DE has a 0.18% expense ratio, which is higher than ZPA5.DE's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDRE.DE vs. ZPA5.DE - Dividend Comparison
Neither XDRE.DE nor ZPA5.DE has paid dividends to shareholders.
Frequently Asked Questions
XDRE.DE and ZPA5.DE have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZPA5.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPA5.DE is cheaper with a 0.07% expense ratio, compared with 0.18% for XDRE.DE.
XDRE.DE is categorized as REIT, while ZPA5.DE is ESG. XDRE.DE tracks Dow Jones Developed Green Real Estate Index, while ZPA5.DE tracks S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.18% for XDRE.DE and 0.07% for ZPA5.DE.
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