ZA30.DE vs. EFRW.DE

Last updated Apr 3, 2026

Compare and contrast key facts about iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.DE).

ZA30.DE and EFRW.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZA30.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 ESG. It was launched on Aug 2, 2022. EFRW.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Equal Weight Index. It was launched on May 8, 2025. Both ZA30.DE and EFRW.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

ZA30.DE vs. EFRW.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.DE). The values are adjusted to include any dividend payments, if applicable.

ZA30.DE vs. EFRW.DE - Yearly Performance Comparison

	2026 (YTD)	2025
ZA30.DE iShares S&P 500 ESG UCITS ETF USD Acc	-2.67%	15.87%
EFRW.DE iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc	-0.46%	9.95%

Returns By Period

In the year-to-date period, ZA30.DE achieves a -2.67% return, which is significantly lower than EFRW.DE's -0.46% return.

ZA30.DE

• 1D: 0.19%
• 1M: -3.02%
• YTD: -2.67%
• 6M: 1.48%
• 1Y: 12.07%
• 3Y*: 16.21%
• 5Y*: —
• 10Y*: —

EFRW.DE

• 1D: -0.11%
• 1M: -3.68%
• YTD: -0.46%
• 6M: 1.25%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ZA30.DE vs. EFRW.DE - Expense Ratio Comparison

ZA30.DE has a 0.07% expense ratio, which is lower than EFRW.DE's 0.17% 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%.

EFRW.DE

iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc

ZA30.DE

iShares S&P 500 ESG UCITS ETF USD Acc

Return for Risk

ZA30.DE vs. EFRW.DE — Risk / Return Rank

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

ZA30.DE

ZA30.DE Risk / Return Rank: 51
ZA30.DE Sharpe Ratio Rank: 34
ZA30.DE Sortino Ratio Rank: 32
ZA30.DE Omega Ratio Rank: 34
ZA30.DE Calmar Ratio Rank: 78
ZA30.DE Martin Ratio Rank: 75

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.

ZA30.DE vs. EFRW.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.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.

	ZA30.DE	EFRW.DE	Difference
Sharpe ratio Return per unit of total volatility	0.70	—	—
Sortino ratio Return per unit of downside risk	1.04	—	—
Omega ratio Gain probability vs. loss probability	1.15	—	—
Calmar ratio Return relative to maximum drawdown	2.69	—	—
Martin ratio Return relative to average drawdown	9.57	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ZA30.DE	EFRW.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.70	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.93	0.92	+0.01

Correlation

The correlation between ZA30.DE and EFRW.DE is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ZA30.DE vs. EFRW.DE - Dividend Comparison

Neither ZA30.DE nor EFRW.DE has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

ZA30.DE vs. EFRW.DE - Drawdown Comparison

The maximum ZA30.DE drawdown since its inception was -23.45%, which is greater than EFRW.DE's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for ZA30.DE and EFRW.DE.

Drawdown Indicators

	ZA30.DE	EFRW.DE	Difference
Max Drawdown Largest peak-to-trough decline	-23.45%	-7.12%	-16.33%
Max Drawdown (1Y) Largest decline over 1 year	-8.73%	—	—
Current Drawdown Current decline from peak	-4.75%	-5.45%	+0.70%
Average Drawdown Average peak-to-trough decline	-3.34%	-1.38%	-1.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.94%	—	—

Volatility

Volatility by Period

	ZA30.DE	EFRW.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.66%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.37%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.09%	11.38%	+5.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.54%	11.38%	+3.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.54%	11.38%	+3.16%