ZPA5.DE vs. IS0Y.DE
ZPA5.DE (Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc) and IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) are both exchange-traded funds - ZPA5.DE is a ESG fund tracking the S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index, while IS0Y.DE is a Corporate Bonds fund tracking the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Both are passively managed. Over the past year, ZPA5.DE returned 19.31% vs 3.01% for IS0Y.DE. At a 0.25 correlation, their price movements are largely independent. ZPA5.DE charges 0.07%/yr vs 0.25%/yr for IS0Y.DE.
Performance
ZPA5.DE vs. IS0Y.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ZPA5.DE achieves a 9.68% return, which is significantly higher than IS0Y.DE's 1.40% return.
ZPA5.DE
- 1D
- 0.00%
- 1M
- 1.14%
- 6M
- 9.82%
- YTD
- 9.68%
- 1Y
- 19.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IS0Y.DE
- 1D
- -0.03%
- 1M
- 0.10%
- 6M
- 1.43%
- YTD
- 1.40%
- 1Y
- 3.01%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.59%
ZPA5.DE vs. IS0Y.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ZPA5.DE Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 9.68% | 2.76% | 34.10% | 4.52% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.40% | 4.15% | 6.61% | 1.21% |
Correlation
The correlation between ZPA5.DE and IS0Y.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2023 | 0.25 |
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Return for Risk
ZPA5.DE vs. IS0Y.DE — Risk / Return Rank
ZPA5.DE
IS0Y.DE
ZPA5.DE vs. IS0Y.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.DE) and iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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.
| ZPA5.DE | IS0Y.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 2.95 | -2.00 |
| Martin ratioReturn relative to average drawdown | 1.71 | 11.20 | -9.49 |
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Drawdowns
ZPA5.DE vs. IS0Y.DE - Drawdown Comparison
The maximum ZPA5.DE drawdown since its inception was -23.13%, which is greater than IS0Y.DE's maximum drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for ZPA5.DE and IS0Y.DE.
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Drawdown Indicators
| ZPA5.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -13.95% | -9.18% |
Max Drawdown (1Y)Largest decline over 1 year | -20.40% | -1.02% | -19.38% |
Max Drawdown (3Y)Largest decline over 3 years | — | -2.07% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -7.01% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.95% | — |
Current DrawdownCurrent decline from peak | -5.15% | -0.13% | -5.02% |
Average DrawdownAverage peak-to-trough decline | -6.36% | -1.32% | -5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.30% | 0.27% | +11.03% |
Volatility
ZPA5.DE vs. IS0Y.DE - Volatility Comparison
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.DE) has a higher volatility of 2.90% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.54%. This indicates that ZPA5.DE's price experiences larger fluctuations and is considered to be riskier than IS0Y.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 | IS0Y.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 0.54% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.45% | 1.73% | +6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.55% | 2.20% | +22.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.74% | 2.85% | +16.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 3.69% | +16.05% |
ZPA5.DE vs. IS0Y.DE - Expense Ratio Comparison
ZPA5.DE has a 0.07% expense ratio, which is lower than IS0Y.DE's 0.25% 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. IS0Y.DE - Dividend Comparison
ZPA5.DE has not paid dividends to shareholders, while IS0Y.DE's dividend yield for the trailing twelve months is around 2.58%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
ZPA5.DE Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ZPA5.DE and IS0Y.DE have a correlation of 0.18, 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 0.25% for IS0Y.DE.
ZPA5.DE is categorized as ESG, while IS0Y.DE is Corporate Bonds. ZPA5.DE tracks S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.07% for ZPA5.DE and 0.25% for IS0Y.DE.
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