ZPA5.DE vs. XDRE.DE
ZPA5.DE (Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc) and XDRE.DE (Xtrackers Developed Green Real Estate ESG UCITS ETF 1C) are both exchange-traded funds - ZPA5.DE is a ESG fund tracking the S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index, while XDRE.DE is a REIT fund tracking the Dow Jones Developed Green Real Estate Index. Both are passively managed. Over the past year, ZPA5.DE returned 21.36% vs 17.57% for XDRE.DE. At a 0.46 correlation, their price movements are largely independent. ZPA5.DE charges 0.07%/yr vs 0.18%/yr for XDRE.DE.
Performance
ZPA5.DE vs. XDRE.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 XDRE.DE's 13.27% return.
ZPA5.DE
- 1D
- 0.00%
- 1M
- 1.23%
- YTD
- 8.84%
- 6M
- 9.20%
- 1Y
- 21.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XDRE.DE
- 1D
- 0.00%
- 1M
- 3.92%
- YTD
- 13.27%
- 6M
- 14.77%
- 1Y
- 17.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZPA5.DE vs. XDRE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ZPA5.DE Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 8.84% | 2.76% | 1.74% |
XDRE.DE Xtrackers Developed Green Real Estate ESG UCITS ETF 1C | 13.27% | -2.46% | -3.78% |
Correlation
The correlation between ZPA5.DE and XDRE.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2024 | 0.46 |
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Return for Risk
ZPA5.DE vs. XDRE.DE — Risk / Return Rank
ZPA5.DE
XDRE.DE
ZPA5.DE vs. XDRE.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 Xtrackers Developed Green Real Estate ESG UCITS ETF 1C (XDRE.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 | XDRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.60 | -1.55 |
| Martin ratioReturn relative to average drawdown | 1.90 | 8.91 | -7.01 |
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Drawdowns
ZPA5.DE vs. XDRE.DE - Drawdown Comparison
The maximum ZPA5.DE drawdown since its inception was -23.13%, which is greater than XDRE.DE's maximum drawdown of -20.91%. Use the drawdown chart below to compare losses from any high point for ZPA5.DE and XDRE.DE.
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Drawdown Indicators
| ZPA5.DE | XDRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -20.91% | -2.22% |
Max Drawdown (1Y)Largest decline over 1 year | -20.40% | -6.79% | -13.61% |
Current DrawdownCurrent decline from peak | -5.88% | 0.00% | -5.88% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -7.93% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.22% | 1.99% | +9.23% |
Volatility
ZPA5.DE vs. XDRE.DE - Volatility Comparison
The current volatility for Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.DE) is 3.33%, while Xtrackers Developed Green Real Estate ESG UCITS ETF 1C (XDRE.DE) has a volatility of 3.67%. This indicates that ZPA5.DE experiences smaller price fluctuations and is considered to be less risky than XDRE.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 | XDRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.67% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.35% | 8.99% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.49% | 11.63% | +12.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 14.06% | +5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 14.06% | +5.83% |
ZPA5.DE vs. XDRE.DE - Expense Ratio Comparison
ZPA5.DE has a 0.07% expense ratio, which is lower than XDRE.DE's 0.18% 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. XDRE.DE - Dividend Comparison
Neither ZPA5.DE nor XDRE.DE has paid dividends to shareholders.
Frequently Asked Questions
ZPA5.DE and XDRE.DE have a correlation of 0.37, 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 0.18% for XDRE.DE.
ZPA5.DE is categorized as ESG, while XDRE.DE is REIT. ZPA5.DE tracks S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index, while XDRE.DE tracks Dow Jones Developed Green Real Estate Index. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.07% for ZPA5.DE and 0.18% for XDRE.DE.
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