PortfoliosLab logoPortfoliosLab logo
ZPRE.DE vs. AMED.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPRE.DE vs. AMED.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI EMU UCITS ETF (ZPRE.DE) and Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ZPRE.DE achieves a 9.05% return, which is significantly lower than AMED.DE's 16.87% return. Both investments have delivered pretty close results over the past 10 years, with ZPRE.DE having a 9.98% annualized return and AMED.DE not far behind at 9.75%.


ZPRE.DE

1D
0.59%
1M
4.67%
YTD
9.05%
6M
10.89%
1Y
18.16%
3Y*
15.98%
5Y*
10.50%
10Y*
9.98%

AMED.DE

1D
0.51%
1M
7.96%
YTD
16.87%
6M
18.54%
1Y
26.45%
3Y*
16.11%
5Y*
10.41%
10Y*
9.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPRE.DE vs. AMED.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZPRE.DE
SPDR MSCI EMU UCITS ETF
9.05%24.37%9.48%18.70%-11.85%21.92%-0.70%27.13%-12.82%13.22%
AMED.DE
Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C)
16.87%20.15%5.95%16.68%-10.71%20.90%-1.35%27.22%-12.98%11.86%

Correlation

The correlation between ZPRE.DE and AMED.DE is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.94

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

0.96

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

0.98

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

0.98

Correlation (All Time)
Calculated using the full available price history since Jan 29, 2013

0.99

The correlation between ZPRE.DE and AMED.DE has been stable across timeframes, ranging from 0.94 to 0.99 - 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

ZPRE.DE vs. AMED.DE — Risk / Return Rank

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

ZPRE.DE
ZPRE.DE Risk / Return Rank: 3737
Overall Rank
ZPRE.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
ZPRE.DE Sortino Ratio Rank: 3737
Sortino Ratio Rank
ZPRE.DE Omega Ratio Rank: 3636
Omega Ratio Rank
ZPRE.DE Calmar Ratio Rank: 3737
Calmar Ratio Rank
ZPRE.DE Martin Ratio Rank: 4141
Martin Ratio Rank

AMED.DE
AMED.DE Risk / Return Rank: 5353
Overall Rank
AMED.DE Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
AMED.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
AMED.DE Omega Ratio Rank: 5353
Omega Ratio Rank
AMED.DE Calmar Ratio Rank: 5151
Calmar Ratio Rank
AMED.DE Martin Ratio Rank: 5555
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.

ZPRE.DE vs. AMED.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI EMU UCITS ETF (ZPRE.DE) and Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.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.


ZPRE.DEAMED.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.49

Sortino ratioReturn per unit of downside risk

-0.69

Omega ratioGain probability vs. loss probability

1.23

1.33

-0.09

Calmar ratioReturn relative to maximum drawdown

1.76

2.49

-0.73

Martin ratioReturn relative to average drawdown

6.43

9.40

-2.97

ZPRE.DE vs. AMED.DE - Sharpe Ratio Comparison

The current ZPRE.DE Sharpe Ratio is 1.25, which is comparable to the AMED.DE Sharpe Ratio of 1.74. The chart below compares the historical Sharpe Ratios of ZPRE.DE and AMED.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.


Loading charts...

Sharpe Ratios by Period


ZPRE.DEAMED.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

1.74

-0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.65

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.57

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.47

+0.07

Drawdowns

ZPRE.DE vs. AMED.DE - Drawdown Comparison

The maximum ZPRE.DE drawdown since its inception was -38.16%, roughly equal to the maximum AMED.DE drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for ZPRE.DE and AMED.DE.


Loading charts...

Drawdown Indicators


ZPRE.DEAMED.DEDifference

Max Drawdown

Largest peak-to-trough decline

-38.16%

-38.35%

+0.19%

Max Drawdown (1Y)

Largest decline over 1 year

-10.27%

-10.56%

+0.29%

Max Drawdown (3Y)

Largest decline over 3 years

-15.13%

-14.07%

-1.06%

Max Drawdown (5Y)

Largest decline over 5 years

-24.48%

-24.06%

-0.42%

Max Drawdown (10Y)

Largest decline over 10 years

-38.16%

-38.35%

+0.19%

Current Drawdown

Current decline from peak

-0.47%

-0.17%

-0.30%

Average Drawdown

Average peak-to-trough decline

-5.83%

-6.69%

+0.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

2.81%

+0.01%

Volatility

ZPRE.DE vs. AMED.DE - Volatility Comparison

The current volatility for SPDR MSCI EMU UCITS ETF (ZPRE.DE) is 4.62%, while Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.DE) has a volatility of 5.61%. This indicates that ZPRE.DE experiences smaller price fluctuations and is considered to be less risky than AMED.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ZPRE.DEAMED.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.62%

5.61%

-0.99%

Volatility (6M)

Calculated over the trailing 6-month period

11.92%

12.64%

-0.72%

Volatility (1Y)

Calculated over the trailing 1-year period

14.52%

15.19%

-0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.13%

15.87%

+0.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.12%

17.00%

+0.12%

ZPRE.DE vs. AMED.DE - Expense Ratio Comparison

ZPRE.DE has a 0.18% expense ratio, which is lower than AMED.DE's 0.25% 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%.


Dividends

ZPRE.DE vs. AMED.DE - Dividend Comparison

Neither ZPRE.DE nor AMED.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.94, ZPRE.DE and AMED.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.

On fees, ZPRE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZPRE.DE is cheaper with a 0.18% expense ratio, compared with 0.25% for AMED.DE.

ZPRE.DE tracks MSCI EMU, while AMED.DE tracks MSCI EMU ESG Leaders Select 5% Issuer Capped. They also come from different issuers: State Street and Amundi. Their fees differ too: 0.18% for ZPRE.DE and 0.25% for AMED.DE.

Portfolio Optimizer

Find the right allocation for ZPRE.DE and AMED.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