ZPDH.DE vs. EXV4.DE
ZPDH.DE (SPDR S&P US Health Care Select Sector UCITS ETF) and EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) are both Health & Biotech Equities funds - ZPDH.DE tracks the S&P Health Care Select Sector while EXV4.DE tracks the STOXX® Europe 600 Health Care. Both are passively managed. Over the past 10 years, ZPDH.DE returned 8.92%/yr vs 5.78%/yr for EXV4.DE. A 0.65 correlation means they provide meaningful diversification when combined. ZPDH.DE charges 0.15%/yr vs 0.46%/yr for EXV4.DE.
Performance
ZPDH.DE vs. EXV4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ZPDH.DE achieves a -1.12% return, which is significantly higher than EXV4.DE's -2.60% return. Over the past 10 years, ZPDH.DE has outperformed EXV4.DE with an annualized return of 8.92%, while EXV4.DE has yielded a comparatively lower 5.78% annualized 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%
EXV4.DE
- 1D
- 2.82%
- 1M
- 1.35%
- YTD
- -2.60%
- 6M
- -0.98%
- 1Y
- 4.83%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
ZPDH.DE vs. EXV4.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% |
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | -6.10% | 25.12% | -2.48% | 32.64% | -1.01% | 4.34% |
Correlation
The correlation between ZPDH.DE and EXV4.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.65 |
The correlation between ZPDH.DE and EXV4.DE has been stable across timeframes, ranging from 0.55 to 0.65 - a consistent structural relationship.
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Return for Risk
ZPDH.DE vs. EXV4.DE — Risk / Return Rank
ZPDH.DE
EXV4.DE
ZPDH.DE vs. EXV4.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 STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.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 | EXV4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.06 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 0.38 | +0.82 |
| Martin ratioReturn relative to average drawdown | 2.95 | 0.84 | +2.11 |
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 | EXV4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.29 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.32 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.37 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.32 | +0.14 |
Drawdowns
ZPDH.DE vs. EXV4.DE - Drawdown Comparison
The maximum ZPDH.DE drawdown since its inception was -26.61%, smaller than the maximum EXV4.DE drawdown of -44.54%. Use the drawdown chart below to compare losses from any high point for ZPDH.DE and EXV4.DE.
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Drawdown Indicators
| ZPDH.DE | EXV4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.61% | -44.54% | +17.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -12.57% | +1.80% |
Max Drawdown (3Y)Largest decline over 3 years | -22.64% | -26.55% | +3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -22.64% | -26.55% | +3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -26.61% | -26.55% | -0.06% |
Current DrawdownCurrent decline from peak | -7.28% | -11.65% | +4.37% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -11.17% | +5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 5.72% | -1.31% |
Volatility
ZPDH.DE vs. EXV4.DE - Volatility Comparison
The current volatility for SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) is 5.13%, while iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a volatility of 5.58%. This indicates that ZPDH.DE experiences smaller price fluctuations and is considered to be less risky than EXV4.DE 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 | EXV4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 5.58% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 11.86% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 16.68% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.47% | 15.55% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 15.74% | +0.03% |
ZPDH.DE vs. EXV4.DE - Expense Ratio Comparison
ZPDH.DE has a 0.15% expense ratio, which is lower than EXV4.DE's 0.46% expense ratio.
Dividends
ZPDH.DE vs. EXV4.DE - Dividend Comparison
ZPDH.DE has not paid dividends to shareholders, while EXV4.DE's dividend yield for the trailing twelve months is around 1.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
ZPDH.DE SPDR S&P US Health Care 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
ZPDH.DE and EXV4.DE have a correlation of 0.60, 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 0.46% for EXV4.DE.
ZPDH.DE tracks S&P Health Care Select Sector, while EXV4.DE tracks STOXX® Europe 600 Health Care. They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for ZPDH.DE and 0.46% for EXV4.DE.
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