ZPRG.DE vs. 2B7C.DE
ZPRG.DE (SPDR S&P Global Dividend Aristocrats UCITS) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - ZPRG.DE is a Global Equity Income fund tracking the S&P Global Dividend Aristocrats Quality Income Index, while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 5 years, ZPRG.DE returned 6.51%/yr vs 13.22%/yr for 2B7C.DE. A 0.71 correlation means they provide meaningful diversification when combined. ZPRG.DE charges 0.45%/yr vs 0.15%/yr for 2B7C.DE.
Performance
ZPRG.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ZPRG.DE achieves a 7.13% return, which is significantly lower than 2B7C.DE's 13.30% return.
ZPRG.DE
- 1D
- 0.45%
- 1M
- 0.15%
- YTD
- 7.13%
- 6M
- 7.99%
- 1Y
- 15.14%
- 3Y*
- 11.58%
- 5Y*
- 6.51%
- 10Y*
- 6.11%
2B7C.DE
- 1D
- -0.23%
- 1M
- 2.46%
- YTD
- 13.30%
- 6M
- 14.07%
- 1Y
- 20.91%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
ZPRG.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZPRG.DE SPDR S&P Global Dividend Aristocrats UCITS | 7.13% | 5.03% | 13.19% | 3.49% | -1.17% | 25.19% | -17.51% | 23.62% | -5.27% | 0.93% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | -0.20% | 32.19% | -0.63% | 32.20% | -10.13% | 4.44% |
Correlation
The correlation between ZPRG.DE and 2B7C.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.71 |
Over the past year, the correlation between ZPRG.DE and 2B7C.DE has dropped to 0.45 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
ZPRG.DE vs. 2B7C.DE — Risk / Return Rank
ZPRG.DE
2B7C.DE
ZPRG.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| ZPRG.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.78 | 2.34 | +0.44 |
| Martin ratioReturn relative to average drawdown | 8.86 | 7.59 | +1.26 |
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
| ZPRG.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 1.44 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.78 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.60 | -0.16 |
Drawdowns
ZPRG.DE vs. 2B7C.DE - Drawdown Comparison
The maximum ZPRG.DE drawdown since its inception was -42.08%, roughly equal to the maximum 2B7C.DE drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for ZPRG.DE and 2B7C.DE.
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Drawdown Indicators
| ZPRG.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.08% | -41.33% | -0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -5.42% | -8.89% | +3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -17.07% | -22.66% | +5.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.50% | -22.66% | +4.16% |
Max Drawdown (10Y)Largest decline over 10 years | -42.08% | — | — |
Current DrawdownCurrent decline from peak | -1.47% | -0.47% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -5.04% | -1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 2.75% | -1.04% |
Volatility
ZPRG.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE) is 2.82%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 3.74%. This indicates that ZPRG.DE experiences smaller price fluctuations and is considered to be less risky than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZPRG.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 3.74% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 6.56% | 10.98% | -4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 14.45% | -5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.39% | 16.73% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 19.35% | -4.42% |
ZPRG.DE vs. 2B7C.DE - Expense Ratio Comparison
ZPRG.DE has a 0.45% expense ratio, which is higher than 2B7C.DE's 0.15% expense ratio.
Dividends
ZPRG.DE vs. 2B7C.DE - Dividend Comparison
ZPRG.DE's dividend yield for the trailing twelve months is around 3.89%, while 2B7C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZPRG.DE SPDR S&P Global Dividend Aristocrats UCITS | 3.89% | 4.25% | 3.73% | 4.22% | 4.49% | 3.57% | 3.98% | 3.44% | 3.95% | 3.36% | 3.62% | 3.80% |
Frequently Asked Questions
ZPRG.DE and 2B7C.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.45% for ZPRG.DE.
ZPRG.DE is categorized as Global Equity Income, while 2B7C.DE is Industrials Equities. ZPRG.DE tracks S&P Global Dividend Aristocrats Quality Income Index, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: State Street and iShares. Their fees differ too: 0.45% for ZPRG.DE and 0.15% for 2B7C.DE.
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