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ZPDM.DE vs. SPY5.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPDM.DE vs. SPY5.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in State Street SPDR S&P U.S. Materials Select Sector UCITS ETF (Acc) (ZPDM.DE) and SPDR S&P 500 UCITS ETF (SPY5.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with ZPDM.DE having a 13.05% return and SPY5.DE slightly higher at 13.19%. Over the past 10 years, ZPDM.DE has underperformed SPY5.DE with an annualized return of 9.03%, while SPY5.DE has yielded a comparatively higher 14.35% annualized return.


ZPDM.DE

1D
0.50%
1M
-2.06%
6M
4.76%
YTD
13.05%
1Y
18.63%
3Y*
7.66%
5Y*
6.76%
10Y*
9.03%

SPY5.DE

1D
0.08%
1M
1.79%
6M
10.62%
YTD
13.19%
1Y
25.81%
3Y*
19.34%
5Y*
13.75%
10Y*
14.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPDM.DE vs. SPY5.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZPDM.DE
State Street SPDR S&P U.S. Materials Select Sector UCITS ETF (Acc)
13.05%-1.09%5.46%8.56%-7.02%39.56%8.20%25.61%-11.15%8.19%
SPY5.DE
SPDR S&P 500 UCITS ETF
13.19%4.75%32.36%22.42%-14.24%40.60%6.73%34.44%-2.03%6.29%

Correlation

The correlation between ZPDM.DE and SPY5.DE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

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

0.54

Correlation (5Y)
Calculated over the trailing 5-year period

0.65

Correlation (10Y)
Calculated over the trailing 10-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Jul 7, 2015

0.73

Over the past year, the correlation between ZPDM.DE and SPY5.DE has dropped to 0.42 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.

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Return for Risk

ZPDM.DE vs. SPY5.DE — Risk / Return Rank

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

ZPDM.DE
ZPDM.DE Risk / Return Rank: 4040
Overall Rank
ZPDM.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ZPDM.DE Sortino Ratio Rank: 3939
Sortino Ratio Rank
ZPDM.DE Omega Ratio Rank: 3636
Omega Ratio Rank
ZPDM.DE Calmar Ratio Rank: 4545
Calmar Ratio Rank
ZPDM.DE Martin Ratio Rank: 4242
Martin Ratio Rank

SPY5.DE
SPY5.DE Risk / Return Rank: 8484
Overall Rank
SPY5.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SPY5.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
SPY5.DE Omega Ratio Rank: 8484
Omega Ratio Rank
SPY5.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
SPY5.DE Martin Ratio Rank: 8282
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.

ZPDM.DE vs. SPY5.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR S&P U.S. Materials Select Sector UCITS ETF (Acc) (ZPDM.DE) and SPDR S&P 500 UCITS ETF (SPY5.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.


ZPDM.DESPY5.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.04

Sortino ratioReturn per unit of downside risk

-1.35

Omega ratioGain probability vs. loss probability

1.20

1.40

-0.20

Calmar ratioReturn relative to maximum drawdown

1.85

3.59

-1.74

Martin ratioReturn relative to average drawdown

5.48

12.72

-7.24

ZPDM.DE vs. SPY5.DE - Sharpe Ratio Comparison

The current ZPDM.DE Sharpe Ratio is 1.16, which is lower than the SPY5.DE Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of ZPDM.DE and SPY5.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.


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Drawdowns

ZPDM.DE vs. SPY5.DE - Drawdown Comparison

The maximum ZPDM.DE drawdown since its inception was -34.87%, roughly equal to the maximum SPY5.DE drawdown of -33.86%. Use the drawdown chart below to compare losses from any high point for ZPDM.DE and SPY5.DE.


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Drawdown Indicators


ZPDM.DESPY5.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.87%

-33.86%

-1.01%

Max Drawdown (1Y)

Largest decline over 1 year

-10.01%

-7.15%

-2.86%

Max Drawdown (3Y)

Largest decline over 3 years

-24.39%

-23.34%

-1.05%

Max Drawdown (5Y)

Largest decline over 5 years

-24.39%

-23.34%

-1.05%

Max Drawdown (10Y)

Largest decline over 10 years

-34.87%

-33.86%

-1.01%

Current Drawdown

Current decline from peak

-3.11%

-0.12%

-2.99%

Average Drawdown

Average peak-to-trough decline

-7.34%

-3.90%

-3.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.39%

2.02%

+1.37%

Volatility

ZPDM.DE vs. SPY5.DE - Volatility Comparison

State Street SPDR S&P U.S. Materials Select Sector UCITS ETF (Acc) (ZPDM.DE) has a higher volatility of 5.17% compared to SPDR S&P 500 UCITS ETF (SPY5.DE) at 2.74%. This indicates that ZPDM.DE's price experiences larger fluctuations and is considered to be riskier than SPY5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZPDM.DESPY5.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.17%

2.74%

+2.43%

Volatility (6M)

Calculated over the trailing 6-month period

12.66%

7.89%

+4.77%

Volatility (1Y)

Calculated over the trailing 1-year period

16.08%

11.82%

+4.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.29%

15.22%

+2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.51%

16.07%

+3.44%

ZPDM.DE vs. SPY5.DE - Expense Ratio Comparison

ZPDM.DE has a 0.15% expense ratio, which is higher than SPY5.DE's 0.03% 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%.


Dividends

ZPDM.DE vs. SPY5.DE - Dividend Comparison

ZPDM.DE has not paid dividends to shareholders, while SPY5.DE's dividend yield for the trailing twelve months is around 0.90%.


PositionTTM20252024202320222021202020192018201720162015
SPY5.DE
SPDR S&P 500 UCITS ETF
0.90%0.99%1.03%1.22%1.42%0.95%1.37%1.43%0.80%1.21%1.57%1.69%
ZPDM.DE
State Street SPDR S&P U.S. Materials Select Sector UCITS ETF (Acc)
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


ZPDM.DE and SPY5.DE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPY5.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPY5.DE is cheaper with a 0.03% expense ratio, compared with 0.15% for ZPDM.DE.

ZPDM.DE is categorized as Materials, while SPY5.DE is S&P 500. ZPDM.DE tracks S&P Materials Select Sector Daily Capped 35/20 Index, while SPY5.DE tracks S&P 500 Index. Their fees differ too: 0.15% for ZPDM.DE and 0.03% for SPY5.DE.

Portfolio Optimizer

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