ZPDE.DE vs. LYM9.DE
ZPDE.DE (SPDR S&P US Energy Select Sector UCITS ETF) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both Energy Equities funds - ZPDE.DE tracks the S&P Energy Select Sector while LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 10 years, ZPDE.DE returned 9.33%/yr vs 11.14%/yr for LYM9.DE. At a 0.38 correlation, their price movements are largely independent. ZPDE.DE charges 0.15%/yr vs 0.60%/yr for LYM9.DE.
Performance
ZPDE.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ZPDE.DE achieves a 32.72% return, which is significantly lower than LYM9.DE's 37.23% return. Over the past 10 years, ZPDE.DE has underperformed LYM9.DE with an annualized return of 9.33%, while LYM9.DE has yielded a comparatively higher 11.14% 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%
LYM9.DE
- 1D
- -2.36%
- 1M
- 1.36%
- YTD
- 37.23%
- 6M
- 37.66%
- 1Y
- 74.23%
- 3Y*
- 8.72%
- 5Y*
- 3.61%
- 10Y*
- 11.14%
ZPDE.DE vs. LYM9.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% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 37.23% | 29.63% | -7.97% | -21.17% | -13.14% | 1.12% | 46.11% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between ZPDE.DE and LYM9.DE is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.38 |
The correlation between ZPDE.DE and LYM9.DE shifts across timeframes, from -0.06 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ZPDE.DE vs. LYM9.DE — Risk / Return Rank
ZPDE.DE
LYM9.DE
ZPDE.DE vs. LYM9.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 Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.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 | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.82 | ||
| Sortino ratioReturn per unit of downside risk | -2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.59 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 9.45 | -6.91 |
| Martin ratioReturn relative to average drawdown | 8.09 | 31.90 | -23.81 |
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 | LYM9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 3.65 | -1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.16 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.51 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.05 | +0.21 |
Drawdowns
ZPDE.DE vs. LYM9.DE - Drawdown Comparison
The maximum ZPDE.DE drawdown since its inception was -65.58%, smaller than the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for ZPDE.DE and LYM9.DE.
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Drawdown Indicators
| ZPDE.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -72.01% | +6.43% |
Max Drawdown (1Y)Largest decline over 1 year | -17.16% | -7.81% | -9.35% |
Max Drawdown (3Y)Largest decline over 3 years | -26.97% | -41.61% | +14.64% |
Max Drawdown (5Y)Largest decline over 5 years | -26.97% | -55.00% | +28.03% |
Max Drawdown (10Y)Largest decline over 10 years | -65.58% | -55.00% | -10.58% |
Current DrawdownCurrent decline from peak | -8.87% | -2.77% | -6.10% |
Average DrawdownAverage peak-to-trough decline | -17.28% | -42.85% | +25.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 2.32% | +3.08% |
Volatility
ZPDE.DE vs. LYM9.DE - Volatility Comparison
The current volatility for SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) is 7.53%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 7.97%. This indicates that ZPDE.DE experiences smaller price fluctuations and is considered to be less risky than LYM9.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 | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 7.97% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 20.35% | 15.84% | +4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.96% | 20.25% | +3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 22.20% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.89% | 21.82% | +7.07% |
ZPDE.DE vs. LYM9.DE - Expense Ratio Comparison
ZPDE.DE has a 0.15% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
ZPDE.DE vs. LYM9.DE - Dividend Comparison
ZPDE.DE has not paid dividends to shareholders, while LYM9.DE's dividend yield for the trailing twelve months is around 0.31%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.31% | 0.42% | 0.74% | 0.78% | 0.25% | 0.31% | 0.70% | 1.12% | 0.67% | 0.89% | 1.50% | 2.23% |
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 LYM9.DE have a correlation of -0.06, 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 0.60% for LYM9.DE.
ZPDE.DE tracks S&P Energy Select Sector, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: State Street and Amundi. Their fees differ too: 0.15% for ZPDE.DE and 0.60% for LYM9.DE.
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