ZPDE.DE vs. GLTR
Compare and contrast key facts about SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) and Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR).
ZPDE.DE and GLTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZPDE.DE is a passively managed fund by State Street that tracks the performance of the S&P Energy Select Sector. It was launched on Jul 7, 2015. GLTR is a passively managed fund by Abrdn Plc that tracks the performance of the ETFS Physical Precious Metals Basket Index. It was launched on Oct 22, 2010. Both ZPDE.DE and GLTR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZPDE.DE or GLTR.
Key characteristics
| ZPDE.DE | GLTR | |
|---|---|---|
| YTD Return | 15.38% | 27.71% |
| 1Y Return | 13.85% | 35.10% |
| 3Y Return (Ann) | 22.72% | 8.15% |
| 5Y Return (Ann) | 14.59% | 10.00% |
| Sharpe Ratio | 0.68 | 1.83 |
| Sortino Ratio | 1.02 | 2.48 |
| Omega Ratio | 1.13 | 1.31 |
| Calmar Ratio | 0.71 | 1.24 |
| Martin Ratio | 1.87 | 9.94 |
| Ulcer Index | 6.93% | 3.41% |
| Daily Std Dev | 18.98% | 18.58% |
| Max Drawdown | -65.58% | -55.70% |
| Current Drawdown | -4.79% | -4.53% |
Correlation
The correlation between ZPDE.DE and GLTR is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ZPDE.DE vs. GLTR - Performance Comparison
In the year-to-date period, ZPDE.DE achieves a 15.38% return, which is significantly lower than GLTR's 27.71% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ZPDE.DE vs. GLTR - Expense Ratio Comparison
ZPDE.DE has a 0.15% expense ratio, which is lower than GLTR's 0.60% expense ratio.
Risk-Adjusted Performance
ZPDE.DE vs. GLTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) and Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR). 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.
Dividends
ZPDE.DE vs. GLTR - Dividend Comparison
Neither ZPDE.DE nor GLTR has paid dividends to shareholders.
Drawdowns
ZPDE.DE vs. GLTR - Drawdown Comparison
The maximum ZPDE.DE drawdown since its inception was -65.58%, which is greater than GLTR's maximum drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for ZPDE.DE and GLTR. For additional features, visit the drawdowns tool.
Volatility
ZPDE.DE vs. GLTR - Volatility Comparison
The current volatility for SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) is 4.66%, while Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR) has a volatility of 6.29%. This indicates that ZPDE.DE experiences smaller price fluctuations and is considered to be less risky than GLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.