XUEN.DE vs. ZPDE.DE
XUEN.DE (Xtrackers MSCI USA Energy UCITS ETF 1D) and ZPDE.DE (SPDR S&P US Energy Select Sector UCITS ETF) are both Energy Equities funds - XUEN.DE tracks the MSCI USA Energy 20/35 Custom while ZPDE.DE tracks the S&P Energy Select Sector. Both are passively managed. Over the past 5 years, XUEN.DE returned 21.22%/yr vs 21.32%/yr for ZPDE.DE. With a 1.00 correlation, they move nearly in lockstep. XUEN.DE charges 0.12%/yr vs 0.15%/yr for ZPDE.DE.
Performance
XUEN.DE vs. ZPDE.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XUEN.DE having a 32.35% return and ZPDE.DE slightly higher at 32.72%.
XUEN.DE
- 1D
- -0.40%
- 1M
- 4.10%
- YTD
- 32.35%
- 6M
- 28.01%
- 1Y
- 43.05%
- 3Y*
- 14.05%
- 5Y*
- 21.22%
- 10Y*
- —
ZPDE.DE
- 1D
- -0.53%
- 1M
- 4.44%
- YTD
- 32.72%
- 6M
- 28.42%
- 1Y
- 44.87%
- 3Y*
- 14.16%
- 5Y*
- 21.32%
- 10Y*
- 9.33%
XUEN.DE vs. ZPDE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XUEN.DE Xtrackers MSCI USA Energy UCITS ETF 1D | 32.35% | -3.28% | 10.56% | -3.66% | 71.12% | 65.12% | -40.59% | 12.55% | -14.61% | 11.19% |
ZPDE.DE SPDR S&P US Energy Select Sector UCITS ETF | 32.72% | -2.67% | 9.39% | -2.97% | 71.20% | 66.70% | -38.96% | 13.17% | -14.79% | 11.11% |
Correlation
The correlation between XUEN.DE and ZPDE.DE is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017 | 1.00 |
The correlation between XUEN.DE and ZPDE.DE has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
XUEN.DE vs. ZPDE.DE — Risk / Return Rank
XUEN.DE
ZPDE.DE
XUEN.DE vs. ZPDE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.DE) and SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.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.
| XUEN.DE | ZPDE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.54 | -0.10 |
| Martin ratioReturn relative to average drawdown | 7.67 | 8.09 | -0.42 |
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
| XUEN.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.83 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.78 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.26 | +0.10 |
Drawdowns
XUEN.DE vs. ZPDE.DE - Drawdown Comparison
The maximum XUEN.DE drawdown since its inception was -64.67%, roughly equal to the maximum ZPDE.DE drawdown of -65.58%. Use the drawdown chart below to compare losses from any high point for XUEN.DE and ZPDE.DE.
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Drawdown Indicators
| XUEN.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.67% | -65.58% | +0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -17.12% | -17.16% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -26.63% | -26.97% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -26.97% | +0.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -65.58% | — |
Current DrawdownCurrent decline from peak | -9.21% | -8.87% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -17.28% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 5.40% | +0.06% |
Volatility
XUEN.DE vs. ZPDE.DE - Volatility Comparison
Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.DE) and SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) have volatilities of 7.71% and 7.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XUEN.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 7.53% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 20.26% | 20.35% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.74% | 23.96% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.62% | 26.90% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.68% | 28.89% | +0.79% |
XUEN.DE vs. ZPDE.DE - Expense Ratio Comparison
XUEN.DE has a 0.12% expense ratio, which is lower than ZPDE.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XUEN.DE vs. ZPDE.DE - Dividend Comparison
XUEN.DE's dividend yield for the trailing twelve months is around 2.07%, while ZPDE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
XUEN.DE Xtrackers MSCI USA Energy UCITS ETF 1D | 2.07% | 2.80% | 2.64% | 3.22% | 3.89% | 3.12% | 7.28% | 2.72% | 0.71% |
ZPDE.DE SPDR S&P US Energy Select Sector 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 1.00, XUEN.DE and ZPDE.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, XUEN.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUEN.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for ZPDE.DE.
XUEN.DE tracks MSCI USA Energy 20/35 Custom, while ZPDE.DE tracks S&P Energy Select Sector. They also come from different issuers: Xtrackers and State Street. Their fees differ too: 0.12% for XUEN.DE and 0.15% for ZPDE.DE.
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