XGEN.DE vs. ZPDH.DE
XGEN.DE (Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C) and ZPDH.DE (SPDR S&P US Health Care Select Sector UCITS ETF) are both Health & Biotech Equities funds - XGEN.DE tracks the MSCI ACWI IMI Genomic Innovation Select ESG Screened 100 while ZPDH.DE tracks the S&P Health Care Select Sector. Both are passively managed. Over the past 3 years, XGEN.DE returned 1.39%/yr vs 3.67%/yr for ZPDH.DE. A 0.61 correlation means they provide meaningful diversification when combined. XGEN.DE charges 0.30%/yr vs 0.15%/yr for ZPDH.DE.
Performance
XGEN.DE vs. ZPDH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XGEN.DE achieves a -1.40% return, which is significantly lower than ZPDH.DE's -1.12% return.
XGEN.DE
- 1D
- 3.92%
- 1M
- 5.33%
- YTD
- -1.40%
- 6M
- -3.45%
- 1Y
- 22.88%
- 3Y*
- 1.39%
- 5Y*
- —
- 10Y*
- —
ZPDH.DE
- 1D
- 2.83%
- 1M
- 5.47%
- YTD
- -1.12%
- 6M
- -0.34%
- 1Y
- 13.29%
- 3Y*
- 3.67%
- 5Y*
- 6.73%
- 10Y*
- 8.92%
XGEN.DE vs. ZPDH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | -1.40% | 7.38% | 2.95% | -5.84% | -9.98% |
ZPDH.DE SPDR S&P US Health Care Select Sector UCITS ETF | -1.12% | 1.73% | 8.46% | -1.73% | 1.41% |
Correlation
The correlation between XGEN.DE and ZPDH.DE is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2022 | 0.61 |
The correlation between XGEN.DE and ZPDH.DE has been stable across timeframes, ranging from 0.61 to 0.65 - a consistent structural relationship.
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Return for Risk
XGEN.DE vs. ZPDH.DE — Risk / Return Rank
XGEN.DE
ZPDH.DE
XGEN.DE vs. ZPDH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) and SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.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.
| XGEN.DE | ZPDH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.21 | +0.28 |
| Martin ratioReturn relative to average drawdown | 3.61 | 2.95 | +0.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XGEN.DE | ZPDH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.89 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.46 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.11 | 0.46 | -0.56 |
Drawdowns
XGEN.DE vs. ZPDH.DE - Drawdown Comparison
The maximum XGEN.DE drawdown since its inception was -37.58%, which is greater than ZPDH.DE's maximum drawdown of -26.61%. Use the drawdown chart below to compare losses from any high point for XGEN.DE and ZPDH.DE.
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Drawdown Indicators
| XGEN.DE | ZPDH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.58% | -26.61% | -10.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -10.77% | -4.22% |
Max Drawdown (3Y)Largest decline over 3 years | -28.21% | -22.64% | -5.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.61% | — |
Current DrawdownCurrent decline from peak | -14.86% | -7.28% | -7.58% |
Average DrawdownAverage peak-to-trough decline | -19.44% | -5.80% | -13.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.19% | 4.41% | +1.78% |
Volatility
XGEN.DE vs. ZPDH.DE - Volatility Comparison
Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) has a higher volatility of 6.48% compared to SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) at 5.13%. This indicates that XGEN.DE's price experiences larger fluctuations and is considered to be riskier than ZPDH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XGEN.DE | ZPDH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.13% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 10.16% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 14.63% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 14.47% | +4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 15.77% | +2.89% |
XGEN.DE vs. ZPDH.DE - Expense Ratio Comparison
XGEN.DE has a 0.30% expense ratio, which is higher than ZPDH.DE's 0.15% expense ratio.
Dividends
XGEN.DE vs. ZPDH.DE - Dividend Comparison
Neither XGEN.DE nor ZPDH.DE has paid dividends to shareholders.
Frequently Asked Questions
XGEN.DE and ZPDH.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZPDH.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPDH.DE is cheaper with a 0.15% expense ratio, compared with 0.30% for XGEN.DE.
XGEN.DE tracks MSCI ACWI IMI Genomic Innovation Select ESG Screened 100, while ZPDH.DE tracks S&P Health Care Select Sector. They also come from different issuers: Xtrackers and State Street. Their fees differ too: 0.30% for XGEN.DE and 0.15% for ZPDH.DE.
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