ZPDT.DE vs. IWDA.AS
Compare and contrast key facts about SPDR S&P US Technology Select Sector UCITS ETF (ZPDT.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS).
ZPDT.DE and IWDA.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZPDT.DE is a passively managed fund by State Street that tracks the performance of the S&P Technology Select Sector. It was launched on Jul 7, 2015. IWDA.AS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009. Both ZPDT.DE and IWDA.AS 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: ZPDT.DE or IWDA.AS.
Key characteristics
| ZPDT.DE | IWDA.AS | |
|---|---|---|
| YTD Return | 25.27% | 26.40% |
| 1Y Return | 31.43% | 32.40% |
| 3Y Return (Ann) | 14.40% | 9.83% |
| 5Y Return (Ann) | 23.01% | 13.15% |
| Sharpe Ratio | 1.59 | 2.98 |
| Sortino Ratio | 2.13 | 3.95 |
| Omega Ratio | 1.29 | 1.62 |
| Calmar Ratio | 1.93 | 3.95 |
| Martin Ratio | 6.02 | 19.07 |
| Ulcer Index | 5.17% | 1.69% |
| Daily Std Dev | 19.51% | 10.78% |
| Max Drawdown | -31.48% | -33.63% |
| Current Drawdown | 0.00% | -0.01% |
Correlation
The correlation between ZPDT.DE and IWDA.AS is 0.77, 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
ZPDT.DE vs. IWDA.AS - Performance Comparison
The year-to-date returns for both investments are quite close, with ZPDT.DE having a 25.27% return and IWDA.AS slightly higher at 26.40%. 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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ZPDT.DE vs. IWDA.AS - Expense Ratio Comparison
ZPDT.DE has a 0.15% expense ratio, which is lower than IWDA.AS'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%.
Risk-Adjusted Performance
ZPDT.DE vs. IWDA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Technology Select Sector UCITS ETF (ZPDT.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS). 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
ZPDT.DE vs. IWDA.AS - Dividend Comparison
Neither ZPDT.DE nor IWDA.AS has paid dividends to shareholders.
Drawdowns
ZPDT.DE vs. IWDA.AS - Drawdown Comparison
The maximum ZPDT.DE drawdown since its inception was -31.48%, smaller than the maximum IWDA.AS drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for ZPDT.DE and IWDA.AS. For additional features, visit the drawdowns tool.
Volatility
ZPDT.DE vs. IWDA.AS - Volatility Comparison
SPDR S&P US Technology Select Sector UCITS ETF (ZPDT.DE) has a higher volatility of 4.96% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) at 3.10%. This indicates that ZPDT.DE's price experiences larger fluctuations and is considered to be riskier than IWDA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.