ZPA5.DE vs. V3YA.DE
ZPA5.DE (Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc) and V3YA.DE (Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating) are both exchange-traded funds - ZPA5.DE is a ESG fund tracking the S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index, while V3YA.DE is a Large Cap Blend Equities fund tracking the FTSE North America All Cap Choice Index. Both are passively managed. Over the past year, ZPA5.DE returned 21.36% vs 25.74% for V3YA.DE. With a 0.95 correlation, they move nearly in lockstep. ZPA5.DE charges 0.07%/yr vs 0.12%/yr for V3YA.DE.
Performance
ZPA5.DE vs. V3YA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ZPA5.DE achieves a 8.84% return, which is significantly lower than V3YA.DE's 11.25% return.
ZPA5.DE
- 1D
- 0.00%
- 1M
- 1.23%
- YTD
- 8.84%
- 6M
- 9.20%
- 1Y
- 21.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
V3YA.DE
- 1D
- 0.00%
- 1M
- 1.47%
- YTD
- 11.25%
- 6M
- 11.67%
- 1Y
- 25.74%
- 3Y*
- 19.12%
- 5Y*
- —
- 10Y*
- —
ZPA5.DE vs. V3YA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ZPA5.DE Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 8.84% | 2.76% | 34.10% | 4.52% |
V3YA.DE Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 11.25% | 4.20% | 31.35% | 5.72% |
Correlation
The correlation between ZPA5.DE and V3YA.DE is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2023 | 0.95 |
The correlation between ZPA5.DE and V3YA.DE has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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Return for Risk
ZPA5.DE vs. V3YA.DE — Risk / Return Rank
ZPA5.DE
V3YA.DE
ZPA5.DE vs. V3YA.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 Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating (V3YA.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 | V3YA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.71 | -1.66 |
| Martin ratioReturn relative to average drawdown | 1.90 | 9.66 | -7.76 |
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Drawdowns
ZPA5.DE vs. V3YA.DE - Drawdown Comparison
The maximum ZPA5.DE drawdown since its inception was -23.13%, smaller than the maximum V3YA.DE drawdown of -24.84%. Use the drawdown chart below to compare losses from any high point for ZPA5.DE and V3YA.DE.
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Drawdown Indicators
| ZPA5.DE | V3YA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -24.84% | +1.71% |
Max Drawdown (1Y)Largest decline over 1 year | -20.40% | -9.60% | -10.80% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.84% | — |
Current DrawdownCurrent decline from peak | -5.88% | -0.28% | -5.60% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -5.24% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.22% | 2.68% | +8.54% |
Volatility
ZPA5.DE vs. V3YA.DE - Volatility Comparison
The current volatility for Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.DE) is 3.33%, while Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating (V3YA.DE) has a volatility of 3.65%. This indicates that ZPA5.DE experiences smaller price fluctuations and is considered to be less risky than V3YA.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 | V3YA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.65% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.35% | 9.30% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.49% | 13.32% | +11.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 15.61% | +4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 15.61% | +4.28% |
ZPA5.DE vs. V3YA.DE - Expense Ratio Comparison
ZPA5.DE has a 0.07% expense ratio, which is lower than V3YA.DE's 0.12% 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. V3YA.DE - Dividend Comparison
Neither ZPA5.DE nor V3YA.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.94, ZPA5.DE and V3YA.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, 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 0.12% for V3YA.DE.
ZPA5.DE is categorized as ESG, while V3YA.DE is Large Cap Blend Equities. ZPA5.DE tracks S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index, while V3YA.DE tracks FTSE North America All Cap Choice Index. They also come from different issuers: Amundi and Vanguard. Their fees differ too: 0.07% for ZPA5.DE and 0.12% for V3YA.DE.
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