ZPDH.DE vs. XUHC.DE
Compare and contrast key facts about SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) and Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE).
ZPDH.DE and XUHC.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZPDH.DE is a passively managed fund by State Street that tracks the performance of the S&P Health Care Select Sector. It was launched on Jul 7, 2015. XUHC.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA Health Care. It was launched on Sep 12, 2017. Both ZPDH.DE and XUHC.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZPDH.DE or XUHC.DE.
Key characteristics
| ZPDH.DE | XUHC.DE | |
|---|---|---|
| YTD Return | 14.00% | 12.82% |
| 1Y Return | 19.30% | 18.22% |
| 3Y Return (Ann) | 7.32% | 6.33% |
| 5Y Return (Ann) | 11.25% | 11.07% |
| Sharpe Ratio | 1.88 | 1.78 |
| Sortino Ratio | 2.74 | 2.59 |
| Omega Ratio | 1.34 | 1.33 |
| Calmar Ratio | 1.77 | 1.65 |
| Martin Ratio | 9.14 | 8.57 |
| Ulcer Index | 2.19% | 2.21% |
| Daily Std Dev | 10.55% | 10.59% |
| Max Drawdown | -26.61% | -26.87% |
| Current Drawdown | -2.07% | -1.90% |
Correlation
The correlation between ZPDH.DE and XUHC.DE is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ZPDH.DE vs. XUHC.DE - Performance Comparison
In the year-to-date period, ZPDH.DE achieves a 14.00% return, which is significantly higher than XUHC.DE's 12.82% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ZPDH.DE vs. XUHC.DE - Expense Ratio Comparison
ZPDH.DE has a 0.15% expense ratio, which is higher than XUHC.DE's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ZPDH.DE vs. XUHC.DE - Risk-Adjusted Performance 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 Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.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.
Dividends
ZPDH.DE vs. XUHC.DE - Dividend Comparison
Neither ZPDH.DE nor XUHC.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
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% |
XUHC.DE Xtrackers MSCI USA Health Care UCITS ETF 1D | 0.00% | 0.64% | 1.71% | 0.98% | 1.22% | 1.09% | 0.67% |
Drawdowns
ZPDH.DE vs. XUHC.DE - Drawdown Comparison
The maximum ZPDH.DE drawdown since its inception was -26.61%, roughly equal to the maximum XUHC.DE drawdown of -26.87%. Use the drawdown chart below to compare losses from any high point for ZPDH.DE and XUHC.DE. For additional features, visit the drawdowns tool.
Volatility
ZPDH.DE vs. XUHC.DE - Volatility Comparison
SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) and Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE) have volatilities of 2.93% and 2.83%, 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.