ZPDI.DE vs. 2B7C.DE
ZPDI.DE (State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc)) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both Industrials Equities funds - ZPDI.DE tracks the S&P Industrials Select Sector Daily Capped 35/20 Index while 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 5 years, ZPDI.DE returned 14.18%/yr vs 14.17%/yr for 2B7C.DE. With a 0.99 correlation, they move nearly in lockstep. Both charge a 0.15% expense ratio.
Performance
ZPDI.DE vs. 2B7C.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with ZPDI.DE having a 19.85% return and 2B7C.DE slightly lower at 19.72%.
ZPDI.DE
- 1D
- 0.17%
- 1M
- 4.99%
- 6M
- 15.05%
- YTD
- 19.85%
- 1Y
- 25.09%
- 3Y*
- 18.65%
- 5Y*
- 14.18%
- 10Y*
- 13.36%
2B7C.DE
- 1D
- 0.15%
- 1M
- 4.98%
- 6M
- 15.02%
- YTD
- 19.72%
- 1Y
- 25.05%
- 3Y*
- 18.65%
- 5Y*
- 14.17%
- 10Y*
- —
ZPDI.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZPDI.DE State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc) | 19.85% | 6.82% | 23.74% | 13.82% | -0.16% | 32.11% | -0.48% | 32.04% | -9.77% | 7.16% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 19.72% | 6.93% | 23.74% | 13.77% | -0.13% | 32.10% | -0.53% | 32.25% | -10.21% | -2.64% |
Correlation
The correlation between ZPDI.DE and 2B7C.DE is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.99 |
The correlation between ZPDI.DE and 2B7C.DE has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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
ZPDI.DE vs. 2B7C.DE — Risk / Return Rank
ZPDI.DE
2B7C.DE
ZPDI.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc) (ZPDI.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ZPDI.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 2.73 | +0.02 |
| Martin ratioReturn relative to average drawdown | 8.98 | 8.84 | +0.14 |
Loading charts...
Drawdowns
ZPDI.DE vs. 2B7C.DE - Drawdown Comparison
The maximum ZPDI.DE drawdown since its inception was -41.62%, roughly equal to the maximum 2B7C.DE drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for ZPDI.DE and 2B7C.DE.
Loading charts...
Drawdown Indicators
| ZPDI.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.62% | -41.31% | -0.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -8.89% | +0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -22.54% | -22.67% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -22.54% | -22.67% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | — | — |
Current DrawdownCurrent decline from peak | -2.02% | -2.11% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -5.80% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.75% | -0.04% |
Volatility
ZPDI.DE vs. 2B7C.DE - Volatility Comparison
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF (Acc) (ZPDI.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) have volatilities of 5.19% and 5.12%, 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
| ZPDI.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.12% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 11.82% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 15.14% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 16.83% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 20.22% | +0.30% |
ZPDI.DE vs. 2B7C.DE - Expense Ratio Comparison
Both ZPDI.DE and 2B7C.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
ZPDI.DE vs. 2B7C.DE - Dividend Comparison
Neither ZPDI.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 1.00, ZPDI.DE and 2B7C.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
ZPDI.DE and 2B7C.DE have the same expense ratio: 0.15% per year.
ZPDI.DE tracks S&P Industrials Select Sector Daily Capped 35/20 Index, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: State Street and iShares.
Find the right allocation for ZPDI.DE and 2B7C.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