PortfoliosLab logoPortfoliosLab logo
ZPDD.DE vs. ZPRV.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPDD.DE vs. ZPRV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (ZPDD.DE) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ZPDD.DE achieves a 0.34% return, which is significantly lower than ZPRV.DE's 14.58% return. Over the past 10 years, ZPDD.DE has outperformed ZPRV.DE with an annualized return of 13.15%, while ZPRV.DE has yielded a comparatively lower 11.63% annualized return.


ZPDD.DE

1D
0.27%
1M
-0.74%
YTD
0.34%
6M
1.40%
1Y
11.32%
3Y*
13.95%
5Y*
10.34%
10Y*
13.15%

ZPRV.DE

1D
0.77%
1M
2.26%
YTD
14.58%
6M
14.63%
1Y
34.42%
3Y*
16.57%
5Y*
10.67%
10Y*
11.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPDD.DE vs. ZPRV.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZPDD.DE
SPDR S&P US Consumer Discretionary Select Sector UCITS ETF
0.34%-3.35%36.72%36.96%-30.97%39.97%15.91%32.48%4.88%7.37%
ZPRV.DE
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
14.58%2.99%14.07%19.11%-5.31%48.07%-1.85%27.41%-11.78%-3.75%

Correlation

The correlation between ZPDD.DE and ZPRV.DE is 0.54, 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

0.54

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

0.59

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

0.67

Correlation (10Y)
Calculated over the trailing 10-year period

0.68

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2015

0.65

The correlation between ZPDD.DE and ZPRV.DE shifts across timeframes, from 0.54 (1 year) to 0.68 (10 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ZPDD.DE vs. ZPRV.DE — Risk / Return Rank

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

ZPDD.DE
ZPDD.DE Risk / Return Rank: 1919
Overall Rank
ZPDD.DE Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ZPDD.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
ZPDD.DE Omega Ratio Rank: 1919
Omega Ratio Rank
ZPDD.DE Calmar Ratio Rank: 2020
Calmar Ratio Rank
ZPDD.DE Martin Ratio Rank: 2020
Martin Ratio Rank

ZPRV.DE
ZPRV.DE Risk / Return Rank: 7474
Overall Rank
ZPRV.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ZPRV.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
ZPRV.DE Omega Ratio Rank: 6464
Omega Ratio Rank
ZPRV.DE Calmar Ratio Rank: 9191
Calmar Ratio Rank
ZPRV.DE Martin Ratio Rank: 8585
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.

ZPDD.DE vs. ZPRV.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (ZPDD.DE) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.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.


ZPDD.DEZPRV.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.55

Sortino ratioReturn per unit of downside risk

-2.00

Omega ratioGain probability vs. loss probability

1.12

1.38

-0.26

Calmar ratioReturn relative to maximum drawdown

0.81

5.84

-5.03

Martin ratioReturn relative to average drawdown

2.25

17.49

-15.24

ZPDD.DE vs. ZPRV.DE - Sharpe Ratio Comparison

The current ZPDD.DE Sharpe Ratio is 0.62, which is lower than the ZPRV.DE Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of ZPDD.DE and ZPRV.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.


Loading charts...

Sharpe Ratios by Period


ZPDD.DEZPRV.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

2.17

-1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.52

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.53

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.47

+0.10

Drawdowns

ZPDD.DE vs. ZPRV.DE - Drawdown Comparison

The maximum ZPDD.DE drawdown since its inception was -37.03%, smaller than the maximum ZPRV.DE drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for ZPDD.DE and ZPRV.DE.


Loading charts...

Drawdown Indicators


ZPDD.DEZPRV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-37.03%

-46.04%

+9.01%

Max Drawdown (1Y)

Largest decline over 1 year

-13.91%

-5.87%

-8.04%

Max Drawdown (3Y)

Largest decline over 3 years

-29.56%

-31.14%

+1.58%

Max Drawdown (5Y)

Largest decline over 5 years

-34.02%

-31.14%

-2.88%

Max Drawdown (10Y)

Largest decline over 10 years

-37.03%

-46.04%

+9.01%

Current Drawdown

Current decline from peak

-7.19%

0.00%

-7.19%

Average Drawdown

Average peak-to-trough decline

-8.21%

-8.34%

+0.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.03%

1.96%

+3.07%

Volatility

ZPDD.DE vs. ZPRV.DE - Volatility Comparison

SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (ZPDD.DE) has a higher volatility of 5.49% compared to SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) at 3.39%. This indicates that ZPDD.DE's price experiences larger fluctuations and is considered to be riskier than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ZPDD.DEZPRV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.49%

3.39%

+2.10%

Volatility (6M)

Calculated over the trailing 6-month period

13.47%

9.42%

+4.05%

Volatility (1Y)

Calculated over the trailing 1-year period

18.17%

15.78%

+2.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.48%

20.38%

+1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.55%

22.56%

-2.01%

ZPDD.DE vs. ZPRV.DE - Expense Ratio Comparison

ZPDD.DE has a 0.15% expense ratio, which is lower than ZPRV.DE's 0.30% expense ratio.


Dividends

ZPDD.DE vs. ZPRV.DE - Dividend Comparison

Neither ZPDD.DE nor ZPRV.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ZPDD.DE and ZPRV.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZPDD.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZPDD.DE is cheaper with a 0.15% expense ratio, compared with 0.30% for ZPRV.DE.

ZPDD.DE is categorized as Consumer Staples Equities, while ZPRV.DE is Small Cap Value Equities. ZPDD.DE tracks S&P Consumer Discretionary Select Sector, while ZPRV.DE tracks MSCI USA Small Cap Value Weighted Index. Their fees differ too: 0.15% for ZPDD.DE and 0.30% for ZPRV.DE.

Portfolio Optimizer

Find the right allocation for ZPDD.DE and ZPRV.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer