ZPDE.DE vs. EXH1.DE
ZPDE.DE (SPDR S&P US Energy Select Sector UCITS ETF) and EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) are both Energy Equities funds - ZPDE.DE tracks the S&P Energy Select Sector while EXH1.DE tracks the STOXX® Europe 600 Oil & Gas. Both are passively managed. Over the past 10 years, ZPDE.DE returned 9.33%/yr vs 11.26%/yr for EXH1.DE. A 0.77 correlation means they provide meaningful diversification when combined. ZPDE.DE charges 0.15%/yr vs 0.47%/yr for EXH1.DE.
Performance
ZPDE.DE vs. EXH1.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ZPDE.DE having a 32.72% return and EXH1.DE slightly lower at 32.64%. Over the past 10 years, ZPDE.DE has underperformed EXH1.DE with an annualized return of 9.33%, while EXH1.DE has yielded a comparatively higher 11.26% annualized return.
ZPDE.DE
- 1D
- -0.53%
- 1M
- -0.30%
- YTD
- 32.72%
- 6M
- 29.61%
- 1Y
- 43.77%
- 3Y*
- 14.16%
- 5Y*
- 21.32%
- 10Y*
- 9.33%
EXH1.DE
- 1D
- -0.74%
- 1M
- -4.62%
- YTD
- 32.64%
- 6M
- 30.47%
- 1Y
- 55.62%
- 3Y*
- 21.27%
- 5Y*
- 19.54%
- 10Y*
- 11.26%
ZPDE.DE vs. EXH1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZPDE.DE SPDR S&P US Energy Select Sector UCITS ETF | 32.72% | -2.67% | 9.39% | -2.97% | 71.20% | 66.70% | -38.96% | 13.17% | -14.79% | -13.20% |
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 32.64% | 27.13% | -3.22% | 7.61% | 29.31% | 20.65% | -21.80% | 11.26% | -1.32% | 2.22% |
Correlation
The correlation between ZPDE.DE and EXH1.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.77 |
The correlation between ZPDE.DE and EXH1.DE shifts across timeframes, from 0.65 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ZPDE.DE vs. EXH1.DE — Risk / Return Rank
ZPDE.DE
EXH1.DE
ZPDE.DE vs. EXH1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) and iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.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.
| ZPDE.DE | EXH1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.52 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 8.05 | -5.52 |
| Martin ratioReturn relative to average drawdown | 8.09 | 26.11 | -18.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZPDE.DE | EXH1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 3.05 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.89 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.46 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.25 | +0.01 |
Drawdowns
ZPDE.DE vs. EXH1.DE - Drawdown Comparison
The maximum ZPDE.DE drawdown since its inception was -65.58%, which is greater than EXH1.DE's maximum drawdown of -55.76%. Use the drawdown chart below to compare losses from any high point for ZPDE.DE and EXH1.DE.
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Drawdown Indicators
| ZPDE.DE | EXH1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -55.76% | -9.82% |
Max Drawdown (1Y)Largest decline over 1 year | -17.16% | -6.87% | -10.29% |
Max Drawdown (3Y)Largest decline over 3 years | -26.97% | -20.96% | -6.01% |
Max Drawdown (5Y)Largest decline over 5 years | -26.97% | -20.96% | -6.01% |
Max Drawdown (10Y)Largest decline over 10 years | -65.58% | -55.76% | -9.82% |
Current DrawdownCurrent decline from peak | -8.87% | -4.62% | -4.25% |
Average DrawdownAverage peak-to-trough decline | -17.28% | -13.64% | -3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 2.12% | +3.28% |
Volatility
ZPDE.DE vs. EXH1.DE - Volatility Comparison
SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) has a higher volatility of 7.53% compared to iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) at 5.94%. This indicates that ZPDE.DE's price experiences larger fluctuations and is considered to be riskier than EXH1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZPDE.DE | EXH1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 5.94% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 20.35% | 14.85% | +5.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.96% | 18.20% | +5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 21.63% | +5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.89% | 24.08% | +4.81% |
ZPDE.DE vs. EXH1.DE - Expense Ratio Comparison
ZPDE.DE has a 0.15% expense ratio, which is lower than EXH1.DE's 0.47% expense ratio.
Dividends
ZPDE.DE vs. EXH1.DE - Dividend Comparison
ZPDE.DE has not paid dividends to shareholders, while EXH1.DE's dividend yield for the trailing twelve months is around 2.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 2.98% | 4.05% | 4.54% | 4.44% | 3.38% | 3.26% | 5.05% | 4.00% | 2.85% | 5.39% | 4.20% | 5.08% |
ZPDE.DE SPDR S&P US Energy Select Sector UCITS ETF | 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
ZPDE.DE and EXH1.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZPDE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPDE.DE is cheaper with a 0.15% expense ratio, compared with 0.47% for EXH1.DE.
ZPDE.DE tracks S&P Energy Select Sector, while EXH1.DE tracks STOXX® Europe 600 Oil & Gas. They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for ZPDE.DE and 0.47% for EXH1.DE.
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