ZPDE.DE vs. OIGS.DE
ZPDE.DE (SPDR S&P US Energy Select Sector UCITS ETF) and OIGS.DE (Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist) are both Energy Equities funds - ZPDE.DE tracks the S&P Energy Select Sector while OIGS.DE tracks the STOXX® Europe 600 Energy ESG+. Both are passively managed. Over the past 10 years, ZPDE.DE returned 9.33%/yr vs 11.77%/yr for OIGS.DE. A 0.74 correlation means they provide meaningful diversification when combined. ZPDE.DE charges 0.15%/yr vs 0.30%/yr for OIGS.DE.
Performance
ZPDE.DE vs. OIGS.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 OIGS.DE slightly lower at 31.26%. Over the past 10 years, ZPDE.DE has underperformed OIGS.DE with an annualized return of 9.33%, while OIGS.DE has yielded a comparatively higher 11.77% 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%
OIGS.DE
- 1D
- -1.01%
- 1M
- -4.67%
- YTD
- 31.26%
- 6M
- 30.57%
- 1Y
- 64.24%
- 3Y*
- 23.41%
- 5Y*
- 20.84%
- 10Y*
- 11.77%
ZPDE.DE vs. OIGS.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% |
OIGS.DE Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist | 31.26% | 44.50% | -2.05% | -0.33% | 28.77% | 21.04% | -21.67% | 11.28% | -0.73% | 1.38% |
Correlation
The correlation between ZPDE.DE and OIGS.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.74 |
The correlation between ZPDE.DE and OIGS.DE shifts across timeframes, from 0.55 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ZPDE.DE vs. OIGS.DE — Risk / Return Rank
ZPDE.DE
OIGS.DE
ZPDE.DE vs. OIGS.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 STOXX Europe 600 Energy ESG Screened UCITS ETF Dist (OIGS.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 | OIGS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.97 | ||
| Sortino ratioReturn per unit of downside risk | -2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.63 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 9.84 | -7.30 |
| Martin ratioReturn relative to average drawdown | 8.09 | 34.28 | -26.19 |
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 | OIGS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 3.79 | -1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.94 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.50 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.27 | -0.01 |
Drawdowns
ZPDE.DE vs. OIGS.DE - Drawdown Comparison
The maximum ZPDE.DE drawdown since its inception was -65.58%, which is greater than OIGS.DE's maximum drawdown of -55.79%. Use the drawdown chart below to compare losses from any high point for ZPDE.DE and OIGS.DE.
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Drawdown Indicators
| ZPDE.DE | OIGS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -55.79% | -9.79% |
Max Drawdown (1Y)Largest decline over 1 year | -17.16% | -6.49% | -10.67% |
Max Drawdown (3Y)Largest decline over 3 years | -26.97% | -21.44% | -5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.97% | -21.44% | -5.53% |
Max Drawdown (10Y)Largest decline over 10 years | -65.58% | -55.79% | -9.79% |
Current DrawdownCurrent decline from peak | -8.87% | -4.67% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -17.28% | -10.56% | -6.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 1.87% | +3.53% |
Volatility
ZPDE.DE vs. OIGS.DE - Volatility Comparison
SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) has a higher volatility of 7.53% compared to Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist (OIGS.DE) at 5.97%. This indicates that ZPDE.DE's price experiences larger fluctuations and is considered to be riskier than OIGS.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 | OIGS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 5.97% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 20.35% | 13.24% | +7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.96% | 16.88% | +7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 21.81% | +5.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.89% | 23.75% | +5.14% |
ZPDE.DE vs. OIGS.DE - Expense Ratio Comparison
ZPDE.DE has a 0.15% expense ratio, which is lower than OIGS.DE's 0.30% expense ratio.
Dividends
ZPDE.DE vs. OIGS.DE - Dividend Comparison
ZPDE.DE has not paid dividends to shareholders, while OIGS.DE's dividend yield for the trailing twelve months is around 2.88%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
OIGS.DE Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist | 2.88% | 3.78% | 4.78% | 0.00% | 3.66% | 4.17% | 7.35% | 4.04% | 4.04% | 1.97% |
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% |
Frequently Asked Questions
ZPDE.DE and OIGS.DE have a correlation of 0.55, 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 0.30% for OIGS.DE.
ZPDE.DE tracks S&P Energy Select Sector, while OIGS.DE tracks STOXX® Europe 600 Energy ESG+. They also come from different issuers: State Street and Amundi. Their fees differ too: 0.15% for ZPDE.DE and 0.30% for OIGS.DE.
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