PortfoliosLab logoPortfoliosLab logo
ZPDH.DE vs. SC0T.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPDH.DE vs. SC0T.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) and Invesco European Health Care Sector UCITS ETF (SC0T.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ZPDH.DE achieves a -1.12% return, which is significantly higher than SC0T.DE's -3.57% return. Over the past 10 years, ZPDH.DE has outperformed SC0T.DE with an annualized return of 8.92%, while SC0T.DE has yielded a comparatively lower 5.80% 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%

SC0T.DE

1D
2.93%
1M
1.37%
YTD
-3.57%
6M
-2.27%
1Y
3.14%
3Y*
2.80%
5Y*
4.81%
10Y*
5.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPDH.DE vs. SC0T.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
SC0T.DE
Invesco European Health Care Sector UCITS ETF
-3.57%8.45%6.96%5.35%-7.56%25.20%-1.18%32.22%-1.43%4.65%

Correlation

The correlation between ZPDH.DE and SC0T.DE is 0.58, 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

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.54

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

0.66

The correlation between ZPDH.DE and SC0T.DE shifts across timeframes, from 0.54 (3 years) to 0.66 (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. SC0T.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZPDH.DE
ZPDH.DE Risk / Return Rank: 2525
Overall Rank
ZPDH.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
ZPDH.DE Sortino Ratio Rank: 2727
Sortino Ratio Rank
ZPDH.DE Omega Ratio Rank: 2424
Omega Ratio Rank
ZPDH.DE Calmar Ratio Rank: 2626
Calmar Ratio Rank
ZPDH.DE Martin Ratio Rank: 2424
Martin Ratio Rank

SC0T.DE
SC0T.DE Risk / Return Rank: 1212
Overall Rank
SC0T.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
SC0T.DE Sortino Ratio Rank: 1212
Sortino Ratio Rank
SC0T.DE Omega Ratio Rank: 1212
Omega Ratio Rank
SC0T.DE Calmar Ratio Rank: 1212
Calmar Ratio Rank
SC0T.DE Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ZPDH.DE vs. SC0T.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 Invesco European Health Care Sector UCITS ETF (SC0T.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.DESC0T.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.69

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.16

1.05

+0.11

Calmar ratioReturn relative to maximum drawdown

1.21

0.24

+0.96

Martin ratioReturn relative to average drawdown

2.95

0.56

+2.39

ZPDH.DE vs. SC0T.DE - Sharpe Ratio Comparison

The current ZPDH.DE Sharpe Ratio is 0.89, which is higher than the SC0T.DE Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of ZPDH.DE and SC0T.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


ZPDH.DESC0T.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.20

+0.69

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

+0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.63

-0.17

Drawdowns

ZPDH.DE vs. SC0T.DE - Drawdown Comparison

The maximum ZPDH.DE drawdown since its inception was -26.61%, roughly equal to the maximum SC0T.DE drawdown of -26.52%. Use the drawdown chart below to compare losses from any high point for ZPDH.DE and SC0T.DE.


Loading charts...

Drawdown Indicators


ZPDH.DESC0T.DEDifference

Max Drawdown

Largest peak-to-trough decline

-26.61%

-26.52%

-0.09%

Max Drawdown (1Y)

Largest decline over 1 year

-10.77%

-12.87%

+2.10%

Max Drawdown (3Y)

Largest decline over 3 years

-22.64%

-21.67%

-0.97%

Max Drawdown (5Y)

Largest decline over 5 years

-22.64%

-21.67%

-0.97%

Max Drawdown (10Y)

Largest decline over 10 years

-26.61%

-26.52%

-0.09%

Current Drawdown

Current decline from peak

-7.28%

-9.59%

+2.31%

Average Drawdown

Average peak-to-trough decline

-5.80%

-6.03%

+0.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.41%

5.58%

-1.17%

Volatility

ZPDH.DE vs. SC0T.DE - Volatility Comparison

SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) and Invesco European Health Care Sector UCITS ETF (SC0T.DE) have volatilities of 5.13% and 5.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ZPDH.DESC0T.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

5.31%

-0.18%

Volatility (6M)

Calculated over the trailing 6-month period

10.16%

11.43%

-1.27%

Volatility (1Y)

Calculated over the trailing 1-year period

14.63%

15.98%

-1.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.47%

14.84%

-0.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.77%

15.39%

+0.38%

ZPDH.DE vs. SC0T.DE - Expense Ratio Comparison

ZPDH.DE has a 0.15% expense ratio, which is lower than SC0T.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ZPDH.DE vs. SC0T.DE - Dividend Comparison

Neither ZPDH.DE nor SC0T.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ZPDH.DE and SC0T.DE have a correlation of 0.58, 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 0.20% for SC0T.DE.

ZPDH.DE tracks S&P Health Care Select Sector, while SC0T.DE tracks STOXX® Europe 600 Optimised Health Care. They also come from different issuers: State Street and Invesco. Their fees differ too: 0.15% for ZPDH.DE and 0.20% for SC0T.DE.

Portfolio Optimizer

Find the right allocation for ZPDH.DE and SC0T.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