ZPDH.DE vs. 2B77.DE
ZPDH.DE (SPDR S&P US Health Care Select Sector UCITS ETF) and 2B77.DE (iShares Ageing Population UCITS ETF) are both Health & Biotech Equities funds - ZPDH.DE tracks the S&P Health Care Select Sector while 2B77.DE tracks the iSTOXX® FactSet Ageing Population. Both are passively managed. Over the past 5 years, ZPDH.DE returned 6.73%/yr vs 5.15%/yr for 2B77.DE. A 0.64 correlation means they provide meaningful diversification when combined. ZPDH.DE charges 0.15%/yr vs 0.40%/yr for 2B77.DE.
Performance
ZPDH.DE vs. 2B77.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ZPDH.DE achieves a -1.12% return, which is significantly lower than 2B77.DE's 2.83% return.
ZPDH.DE
- 1D
- 2.83%
- 1M
- 5.48%
- YTD
- -1.12%
- 6M
- -0.21%
- 1Y
- 13.04%
- 3Y*
- 3.67%
- 5Y*
- 6.73%
- 10Y*
- 8.92%
2B77.DE
- 1D
- 1.81%
- 1M
- 0.31%
- YTD
- 2.83%
- 6M
- 4.39%
- 1Y
- 16.72%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
ZPDH.DE vs. 2B77.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZPDH.DE SPDR S&P US Health Care Select Sector UCITS ETF | -1.12% | 1.73% | 8.46% | -1.73% | 3.31% | 37.77% | 1.69% | 24.37% | 9.07% | 6.98% |
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -8.98% | 13.25% | 2.39% | 23.81% | -9.53% | 7.26% |
Correlation
The correlation between ZPDH.DE and 2B77.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 | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.64 |
The correlation between ZPDH.DE and 2B77.DE shifts across timeframes, from 0.52 (3 years) to 0.64 (all time), 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
ZPDH.DE vs. 2B77.DE — Risk / Return Rank
ZPDH.DE
2B77.DE
ZPDH.DE vs. 2B77.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) and iShares Ageing Population UCITS ETF (2B77.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.
| ZPDH.DE | 2B77.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.45 | -1.25 |
| Martin ratioReturn relative to average drawdown | 2.95 | 8.32 | -5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| ZPDH.DE | 2B77.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.36 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.34 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.43 | +0.03 |
Drawdowns
ZPDH.DE vs. 2B77.DE - Drawdown Comparison
The maximum ZPDH.DE drawdown since its inception was -26.61%, smaller than the maximum 2B77.DE drawdown of -38.47%. Use the drawdown chart below to compare losses from any high point for ZPDH.DE and 2B77.DE.
Loading charts...
Drawdown Indicators
| ZPDH.DE | 2B77.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.61% | -38.47% | +11.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -6.80% | -3.97% |
Max Drawdown (3Y)Largest decline over 3 years | -22.64% | -20.07% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -22.64% | -20.07% | -2.57% |
Max Drawdown (10Y)Largest decline over 10 years | -26.61% | — | — |
Current DrawdownCurrent decline from peak | -7.28% | -1.60% | -5.68% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.47% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 2.01% | +2.40% |
Volatility
ZPDH.DE vs. 2B77.DE - Volatility Comparison
SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) has a higher volatility of 5.13% compared to iShares Ageing Population UCITS ETF (2B77.DE) at 3.36%. This indicates that ZPDH.DE's price experiences larger fluctuations and is considered to be riskier than 2B77.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ZPDH.DE | 2B77.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 3.36% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 9.17% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 12.28% | +2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.47% | 15.09% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 16.52% | -0.75% |
ZPDH.DE vs. 2B77.DE - Expense Ratio Comparison
ZPDH.DE has a 0.15% expense ratio, which is lower than 2B77.DE's 0.40% expense ratio.
Dividends
ZPDH.DE vs. 2B77.DE - Dividend Comparison
Neither ZPDH.DE nor 2B77.DE has paid dividends to shareholders.
Frequently Asked Questions
ZPDH.DE and 2B77.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, ZPDH.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPDH.DE is cheaper with a 0.15% expense ratio, compared with 0.40% for 2B77.DE.
ZPDH.DE tracks S&P Health Care Select Sector, while 2B77.DE tracks iSTOXX® FactSet Ageing Population. They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for ZPDH.DE and 0.40% for 2B77.DE.
Find the right allocation for ZPDH.DE and 2B77.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