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ZPDU.DE vs. ZPRX.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ZPDU.DE vs. ZPRX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR S&P US Utilities Select Sector UCITS ETF (ZPDU.DE) and SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE). The values are adjusted to include any dividend payments, if applicable.

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ZPDU.DE vs. ZPRX.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZPDU.DE
SPDR S&P US Utilities Select Sector UCITS ETF
10.63%2.83%29.87%-11.25%8.44%28.37%-10.02%27.11%8.38%-2.63%
ZPRX.DE
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF
-1.78%26.81%4.28%15.28%-13.52%27.58%-3.52%29.02%-19.20%12.89%

Returns By Period

In the year-to-date period, ZPDU.DE achieves a 10.63% return, which is significantly higher than ZPRX.DE's -1.78% return. Over the past 10 years, ZPDU.DE has outperformed ZPRX.DE with an annualized return of 9.15%, while ZPRX.DE has yielded a comparatively lower 7.62% annualized return.


ZPDU.DE

1D
1.33%
1M
0.70%
YTD
10.63%
6M
8.28%
1Y
12.06%
3Y*
11.86%
5Y*
10.92%
10Y*
9.15%

ZPRX.DE

1D
-0.34%
1M
-3.08%
YTD
-1.78%
6M
3.10%
1Y
15.75%
3Y*
12.10%
5Y*
7.25%
10Y*
7.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ZPDU.DE vs. ZPRX.DE - Expense Ratio Comparison

ZPDU.DE has a 0.15% expense ratio, which is lower than ZPRX.DE's 0.30% expense ratio.


Return for Risk

ZPDU.DE vs. ZPRX.DE — Risk / Return Rank

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

ZPDU.DE
ZPDU.DE Risk / Return Rank: 3535
Overall Rank
ZPDU.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
ZPDU.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
ZPDU.DE Omega Ratio Rank: 3030
Omega Ratio Rank
ZPDU.DE Calmar Ratio Rank: 4747
Calmar Ratio Rank
ZPDU.DE Martin Ratio Rank: 2929
Martin Ratio Rank

ZPRX.DE
ZPRX.DE Risk / Return Rank: 5151
Overall Rank
ZPRX.DE Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ZPRX.DE Sortino Ratio Rank: 4646
Sortino Ratio Rank
ZPRX.DE Omega Ratio Rank: 4848
Omega Ratio Rank
ZPRX.DE Calmar Ratio Rank: 5555
Calmar Ratio Rank
ZPRX.DE Martin Ratio Rank: 5656
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.

ZPDU.DE vs. ZPRX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Utilities Select Sector UCITS ETF (ZPDU.DE) and SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.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.


ZPDU.DEZPRX.DEDifference

Sharpe ratio

Return per unit of total volatility

0.71

0.98

-0.27

Sortino ratio

Return per unit of downside risk

1.05

1.35

-0.30

Omega ratio

Gain probability vs. loss probability

1.14

1.20

-0.06

Calmar ratio

Return relative to maximum drawdown

1.54

1.64

-0.10

Martin ratio

Return relative to average drawdown

3.33

6.49

-3.16

ZPDU.DE vs. ZPRX.DE - Sharpe Ratio Comparison

The current ZPDU.DE Sharpe Ratio is 0.71, which is comparable to the ZPRX.DE Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of ZPDU.DE and ZPRX.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ZPDU.DEZPRX.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

0.98

-0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.43

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.42

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.35

+0.18

Correlation

The correlation between ZPDU.DE and ZPRX.DE is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ZPDU.DE vs. ZPRX.DE - Dividend Comparison

Neither ZPDU.DE nor ZPRX.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

ZPDU.DE vs. ZPRX.DE - Drawdown Comparison

The maximum ZPDU.DE drawdown since its inception was -35.80%, smaller than the maximum ZPRX.DE drawdown of -43.93%. Use the drawdown chart below to compare losses from any high point for ZPDU.DE and ZPRX.DE.


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Drawdown Indicators


ZPDU.DEZPRX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-35.80%

-43.93%

+8.13%

Max Drawdown (1Y)

Largest decline over 1 year

-10.02%

-11.63%

+1.61%

Max Drawdown (5Y)

Largest decline over 5 years

-29.76%

-27.52%

-2.24%

Max Drawdown (10Y)

Largest decline over 10 years

-35.80%

-43.93%

+8.13%

Current Drawdown

Current decline from peak

-1.90%

-8.13%

+6.23%

Average Drawdown

Average peak-to-trough decline

-8.70%

-7.79%

-0.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.27%

2.95%

+1.32%

Volatility

ZPDU.DE vs. ZPRX.DE - Volatility Comparison

The current volatility for SPDR S&P US Utilities Select Sector UCITS ETF (ZPDU.DE) is 5.54%, while SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) has a volatility of 6.15%. This indicates that ZPDU.DE experiences smaller price fluctuations and is considered to be less risky than ZPRX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZPDU.DEZPRX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.54%

6.15%

-0.61%

Volatility (6M)

Calculated over the trailing 6-month period

10.40%

10.21%

+0.19%

Volatility (1Y)

Calculated over the trailing 1-year period

16.97%

16.09%

+0.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.83%

16.56%

+0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.25%

18.09%

+0.16%