ZPDK.DE vs. IU5C.DE
ZPDK.DE (SPDR S&P U.S. Communication Services Select Sector UCITS ETF) and IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) are both Communications Equities funds - ZPDK.DE tracks the S&P Communication Services Select Sector Daily Capped 25/20 while IU5C.DE tracks the S&P 500 Capped 35/20 Communication Services. Both are passively managed. Over the past 5 years, ZPDK.DE returned 11.35%/yr vs 12.43%/yr for IU5C.DE. With a 0.98 correlation, they move nearly in lockstep. Both charge a 0.15% expense ratio.
Performance
ZPDK.DE vs. IU5C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ZPDK.DE achieves a 3.41% return, which is significantly higher than IU5C.DE's 3.08% return.
ZPDK.DE
- 1D
- 1.45%
- 1M
- -2.27%
- YTD
- 3.41%
- 6M
- 2.07%
- 1Y
- 18.77%
- 3Y*
- 22.06%
- 5Y*
- 11.35%
- 10Y*
- —
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.12%
- YTD
- 3.08%
- 6M
- 1.78%
- 1Y
- 18.77%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
ZPDK.DE vs. IU5C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ZPDK.DE SPDR S&P U.S. Communication Services Select Sector UCITS ETF | 3.41% | 13.23% | 39.09% | 48.24% | -33.43% | 26.14% | 15.70% | 33.80% | -13.76% |
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -37.12% | 31.78% | 11.48% | 35.88% | -11.68% |
Correlation
The correlation between ZPDK.DE and IU5C.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 | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2018 | 0.98 |
The correlation between ZPDK.DE and IU5C.DE has been stable across timeframes, ranging from 0.97 to 1.00 - a consistent structural relationship.
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Return for Risk
ZPDK.DE vs. IU5C.DE — Risk / Return Rank
ZPDK.DE
IU5C.DE
ZPDK.DE vs. IU5C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P U.S. Communication Services Select Sector UCITS ETF (ZPDK.DE) and iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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.
| ZPDK.DE | IU5C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.32 | -0.06 |
| Martin ratioReturn relative to average drawdown | 7.91 | 7.89 | +0.02 |
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
| ZPDK.DE | IU5C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.35 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.64 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.73 | -0.04 |
Drawdowns
ZPDK.DE vs. IU5C.DE - Drawdown Comparison
The maximum ZPDK.DE drawdown since its inception was -36.98%, smaller than the maximum IU5C.DE drawdown of -39.23%. Use the drawdown chart below to compare losses from any high point for ZPDK.DE and IU5C.DE.
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Drawdown Indicators
| ZPDK.DE | IU5C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.98% | -39.23% | +2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -8.06% | -0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -21.88% | -23.61% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -36.98% | -39.23% | +2.25% |
Current DrawdownCurrent decline from peak | -4.21% | -4.21% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -8.63% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.37% | 0.00% |
Volatility
ZPDK.DE vs. IU5C.DE - Volatility Comparison
SPDR S&P U.S. Communication Services Select Sector UCITS ETF (ZPDK.DE) and iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) have volatilities of 4.24% and 4.12%, 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.
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Volatility by Period
| ZPDK.DE | IU5C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.12% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 9.51% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.93% | 13.87% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 19.30% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.48% | 19.91% | -0.43% |
ZPDK.DE vs. IU5C.DE - Expense Ratio Comparison
Both ZPDK.DE and IU5C.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
ZPDK.DE vs. IU5C.DE - Dividend Comparison
Neither ZPDK.DE nor IU5C.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 1.00, ZPDK.DE and IU5C.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.
ZPDK.DE and IU5C.DE have the same expense ratio: 0.15% per year.
ZPDK.DE tracks S&P Communication Services Select Sector Daily Capped 25/20, while IU5C.DE tracks S&P 500 Capped 35/20 Communication Services. They also come from different issuers: State Street and iShares.
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