ZPA5.DE vs. 2B7A.DE
ZPA5.DE (Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc) and 2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) are both exchange-traded funds - ZPA5.DE is a S&P 500 fund tracking the S&P 500 Net Zero 2050 Paris-Aligned ESG+, while 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities. Both are passively managed. Over the past 5 years, ZPA5.DE returned 13.96%/yr vs 9.44%/yr for 2B7A.DE. At a 0.34 correlation, their price movements are largely independent. ZPA5.DE charges 0.07%/yr vs 0.15%/yr for 2B7A.DE.
Performance
ZPA5.DE vs. 2B7A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ZPA5.DE achieves a 8.46% return, which is significantly higher than 2B7A.DE's 3.01% return.
ZPA5.DE
- 1D
- 0.07%
- 1M
- 5.23%
- YTD
- 8.46%
- 6M
- 7.93%
- 1Y
- 20.41%
- 3Y*
- 17.74%
- 5Y*
- 13.96%
- 10Y*
- —
2B7A.DE
- 1D
- -2.24%
- 1M
- -4.22%
- YTD
- 3.01%
- 6M
- 1.01%
- 1Y
- 8.20%
- 3Y*
- 9.59%
- 5Y*
- 9.44%
- 10Y*
- —
ZPA5.DE vs. 2B7A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ZPA5.DE Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc | 8.46% | 2.76% | 34.10% | 25.83% | -18.14% | 43.33% | 9.00% |
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | 29.83% | -11.29% | 8.44% | 28.42% | -2.20% |
Correlation
The correlation between ZPA5.DE and 2B7A.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2020 | 0.34 |
The correlation between ZPA5.DE and 2B7A.DE shifts across timeframes, from 0.19 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ZPA5.DE vs. 2B7A.DE — Risk / Return Rank
ZPA5.DE
2B7A.DE
ZPA5.DE vs. 2B7A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc (ZPA5.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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.
| ZPA5.DE | 2B7A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.08 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 0.72 | +1.49 |
| Martin ratioReturn relative to average drawdown | 7.40 | 1.49 | +5.91 |
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
| ZPA5.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 0.45 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.55 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.43 | +0.57 |
Drawdowns
ZPA5.DE vs. 2B7A.DE - Drawdown Comparison
The maximum ZPA5.DE drawdown since its inception was -23.13%, smaller than the maximum 2B7A.DE drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for ZPA5.DE and 2B7A.DE.
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Drawdown Indicators
| ZPA5.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -35.70% | +12.57% |
Max Drawdown (1Y)Largest decline over 1 year | -9.25% | -9.22% | -0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -23.13% | -16.84% | -6.29% |
Max Drawdown (5Y)Largest decline over 5 years | -23.13% | -29.81% | +6.68% |
Current DrawdownCurrent decline from peak | -0.31% | -8.77% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -10.03% | +5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 4.48% | -1.71% |
Volatility
ZPA5.DE vs. 2B7A.DE - Volatility Comparison
The current volatility for Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc (ZPA5.DE) is 2.70%, while iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a volatility of 5.01%. This indicates that ZPA5.DE experiences smaller price fluctuations and is considered to be less risky than 2B7A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZPA5.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 5.01% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 12.01% | -4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 14.74% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.92% | 17.01% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.93% | 19.65% | -3.72% |
ZPA5.DE vs. 2B7A.DE - Expense Ratio Comparison
ZPA5.DE has a 0.07% expense ratio, which is lower than 2B7A.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
ZPA5.DE vs. 2B7A.DE - Dividend Comparison
Neither ZPA5.DE nor 2B7A.DE has paid dividends to shareholders.
Frequently Asked Questions
ZPA5.DE and 2B7A.DE have a correlation of 0.19, 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 0.15% for 2B7A.DE.
ZPA5.DE is categorized as S&P 500, while 2B7A.DE is Utilities Equities. ZPA5.DE tracks S&P 500 Net Zero 2050 Paris-Aligned ESG+, while 2B7A.DE tracks S&P 500 Capped 35/20 Utilities. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.07% for ZPA5.DE and 0.15% for 2B7A.DE.
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