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ZPA5.DE vs. LSMC.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPA5.DE vs. LSMC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc (ZPA5.DE) and Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZPA5.DE achieves a 8.46% return, which is significantly lower than LSMC.DE's 63.83% 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*

LSMC.DE

1D
-3.34%
1M
12.86%
YTD
63.83%
6M
63.41%
1Y
126.99%
3Y*
62.06%
5Y*
36.20%
10Y*
28.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPA5.DE vs. LSMC.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
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%
LSMC.DE
Amundi MSCI Semiconductors ESG Screened UCITS ETF
63.83%32.60%66.54%74.46%-34.66%37.56%18.89%

Correlation

The correlation between ZPA5.DE and LSMC.DE is 0.68, 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

0.68

Correlation (3Y)
Calculated over the trailing 3-year period

0.70

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2020

0.68

The correlation between ZPA5.DE and LSMC.DE has been stable across timeframes, ranging from 0.68 to 0.71 - a consistent structural relationship.

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Return for Risk

ZPA5.DE vs. LSMC.DE — Risk / Return Rank

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

ZPA5.DE
ZPA5.DE Risk / Return Rank: 5050
Overall Rank
ZPA5.DE Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
ZPA5.DE Sortino Ratio Rank: 5151
Sortino Ratio Rank
ZPA5.DE Omega Ratio Rank: 5454
Omega Ratio Rank
ZPA5.DE Calmar Ratio Rank: 4646
Calmar Ratio Rank
ZPA5.DE Martin Ratio Rank: 4646
Martin Ratio Rank

LSMC.DE
LSMC.DE Risk / Return Rank: 9494
Overall Rank
LSMC.DE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
LSMC.DE Sortino Ratio Rank: 9393
Sortino Ratio Rank
LSMC.DE Omega Ratio Rank: 9191
Omega Ratio Rank
LSMC.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
LSMC.DE Martin Ratio Rank: 9696
Martin Ratio Rank
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.

ZPA5.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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.DELSMC.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.51

Sortino ratioReturn per unit of downside risk

-2.16

Omega ratioGain probability vs. loss probability

1.33

1.59

-0.26

Calmar ratioReturn relative to maximum drawdown

2.21

10.37

-8.16

Martin ratioReturn relative to average drawdown

7.40

32.83

-25.43

ZPA5.DE vs. LSMC.DE - Sharpe Ratio Comparison

The current ZPA5.DE Sharpe Ratio is 1.77, which is lower than the LSMC.DE Sharpe Ratio of 4.27. The chart below compares the historical Sharpe Ratios of ZPA5.DE and LSMC.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ZPA5.DELSMC.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.77

4.27

-2.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

1.15

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.09

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

0.82

+0.19

Drawdowns

ZPA5.DE vs. LSMC.DE - Drawdown Comparison

The maximum ZPA5.DE drawdown since its inception was -23.13%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for ZPA5.DE and LSMC.DE.


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Drawdown Indicators


ZPA5.DELSMC.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.13%

-39.77%

+16.64%

Max Drawdown (1Y)

Largest decline over 1 year

-9.25%

-12.53%

+3.28%

Max Drawdown (3Y)

Largest decline over 3 years

-23.13%

-36.22%

+13.09%

Max Drawdown (5Y)

Largest decline over 5 years

-23.13%

-39.77%

+16.64%

Max Drawdown (10Y)

Largest decline over 10 years

-39.77%

Current Drawdown

Current decline from peak

-0.31%

-3.34%

+3.03%

Average Drawdown

Average peak-to-trough decline

-5.02%

-9.37%

+4.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.77%

3.96%

-1.19%

Volatility

ZPA5.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that ZPA5.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.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.DELSMC.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.70%

11.23%

-8.53%

Volatility (6M)

Calculated over the trailing 6-month period

7.88%

22.18%

-14.30%

Volatility (1Y)

Calculated over the trailing 1-year period

11.58%

30.40%

-18.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.92%

31.21%

-15.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.93%

26.06%

-10.13%

ZPA5.DE vs. LSMC.DE - Expense Ratio Comparison

ZPA5.DE has a 0.07% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.


Dividends

ZPA5.DE vs. LSMC.DE - Dividend Comparison

Neither ZPA5.DE nor LSMC.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ZPA5.DE and LSMC.DE have a correlation of 0.68, 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 0.45% for LSMC.DE.

ZPA5.DE is categorized as S&P 500, while LSMC.DE is Semiconductors. ZPA5.DE tracks S&P 500 Net Zero 2050 Paris-Aligned ESG+, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.07% for ZPA5.DE and 0.45% for LSMC.DE.

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