ZPDH.DE vs. AGES.L
ZPDH.DE (SPDR S&P US Health Care Select Sector UCITS ETF) and AGES.L (iShares Ageing Population UCITS ETF) are both exchange-traded funds - ZPDH.DE is a Health & Biotech Equities fund tracking the S&P Health Care Select Sector, while AGES.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, ZPDH.DE returned 6.73%/yr vs 5.11%/yr for AGES.L. A 0.61 correlation means they provide meaningful diversification when combined. ZPDH.DE charges 0.15%/yr vs 0.40%/yr for AGES.L.
Performance
ZPDH.DE vs. AGES.L - Performance Comparison
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Different Trading Currencies
ZPDH.DE is traded in EUR, while AGES.L is traded in GBp. To make them comparable, the AGES.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, ZPDH.DE achieves a -1.12% return, which is significantly lower than AGES.L's 2.89% 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%
AGES.L
- 1D
- 1.70%
- 1M
- 0.38%
- YTD
- 2.89%
- 6M
- 4.31%
- 1Y
- 16.21%
- 3Y*
- 10.82%
- 5Y*
- 5.11%
- 10Y*
- —
ZPDH.DE vs. AGES.L - 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% |
AGES.L iShares Ageing Population UCITS ETF | 2.89% | 12.12% | 15.05% | 4.99% | -8.85% | 12.83% | 3.40% | 23.16% | -9.40% | 6.83% |
Correlation
The correlation between ZPDH.DE and AGES.L 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 | 0.53 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016 | 0.61 |
The correlation between ZPDH.DE and AGES.L has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.
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Return for Risk
ZPDH.DE vs. AGES.L — Risk / Return Rank
ZPDH.DE
AGES.L
ZPDH.DE vs. AGES.L - 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 (AGES.L). 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 | AGES.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.39 | -1.18 |
| Martin ratioReturn relative to average drawdown | 2.95 | 8.00 | -5.05 |
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
| ZPDH.DE | AGES.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.33 | -0.45 |
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 | 0.42 | +0.03 |
Drawdowns
ZPDH.DE vs. AGES.L - Drawdown Comparison
The maximum ZPDH.DE drawdown since its inception was -26.61%, smaller than the maximum AGES.L drawdown of -38.54%. Use the drawdown chart below to compare losses from any high point for ZPDH.DE and AGES.L.
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Drawdown Indicators
| ZPDH.DE | AGES.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.61% | -38.54% | +11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -6.76% | -4.01% |
Max Drawdown (3Y)Largest decline over 3 years | -22.64% | -19.33% | -3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -22.64% | -19.33% | -3.31% |
Max Drawdown (10Y)Largest decline over 10 years | -26.61% | — | — |
Current DrawdownCurrent decline from peak | -7.28% | -1.18% | -6.10% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.47% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 2.02% | +2.39% |
Volatility
ZPDH.DE vs. AGES.L - 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 (AGES.L) at 2.82%. This indicates that ZPDH.DE's price experiences larger fluctuations and is considered to be riskier than AGES.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZPDH.DE | AGES.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 2.82% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 9.02% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 12.11% | +2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.47% | 14.83% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 16.33% | -0.56% |
ZPDH.DE vs. AGES.L - Expense Ratio Comparison
ZPDH.DE has a 0.15% expense ratio, which is lower than AGES.L's 0.40% expense ratio.
Dividends
ZPDH.DE vs. AGES.L - Dividend Comparison
Neither ZPDH.DE nor AGES.L has paid dividends to shareholders.
Frequently Asked Questions
ZPDH.DE and AGES.L 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 AGES.L.
ZPDH.DE is categorized as Health & Biotech Equities, while AGES.L is Global Equities. ZPDH.DE tracks S&P Health Care Select Sector, while AGES.L tracks MSCI ACWI NR USD. They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for ZPDH.DE and 0.40% for AGES.L.
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