ZPRG.DE vs. ISPA.DE
ZPRG.DE (SPDR S&P Global Dividend Aristocrats UCITS) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - ZPRG.DE is a Global Equity Income fund tracking the S&P Global Dividend Aristocrats Quality Income Index, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, ZPRG.DE returned 6.11%/yr vs 8.98%/yr for ISPA.DE. Their correlation of 0.85 suggests significant overlap in exposure. ZPRG.DE charges 0.45%/yr vs 0.46%/yr for ISPA.DE.
Performance
ZPRG.DE vs. ISPA.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 ISPA.DE's 13.48% return. Over the past 10 years, ZPRG.DE has underperformed ISPA.DE with an annualized return of 6.11%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
ZPRG.DE
- 1D
- 0.45%
- 1M
- -1.12%
- YTD
- 7.13%
- 6M
- 7.56%
- 1Y
- 15.53%
- 3Y*
- 11.58%
- 5Y*
- 6.51%
- 10Y*
- 6.11%
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
ZPRG.DE vs. ISPA.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% | 4.22% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between ZPRG.DE and ISPA.DE is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 20, 2013 | 0.85 |
The correlation between ZPRG.DE and ISPA.DE shifts across timeframes, from 0.71 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ZPRG.DE vs. ISPA.DE — Risk / Return Rank
ZPRG.DE
ISPA.DE
ZPRG.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.36 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.62 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.78 | 8.10 | -5.31 |
| Martin ratioReturn relative to average drawdown | 8.86 | 28.73 | -19.87 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 3.35 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.91 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.60 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.68 | -0.23 |
Drawdowns
ZPRG.DE vs. ISPA.DE - Drawdown Comparison
The maximum ZPRG.DE drawdown since its inception was -42.08%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for ZPRG.DE and ISPA.DE.
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Drawdown Indicators
| ZPRG.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.08% | -38.91% | -3.17% |
Max Drawdown (1Y)Largest decline over 1 year | -5.42% | -3.63% | -1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -17.07% | -15.10% | -1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -18.50% | -15.10% | -3.40% |
Max Drawdown (10Y)Largest decline over 10 years | -42.08% | -38.91% | -3.17% |
Current DrawdownCurrent decline from peak | -1.47% | -1.09% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -4.46% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.03% | +0.68% |
Volatility
ZPRG.DE vs. ISPA.DE - Volatility Comparison
SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE) has a higher volatility of 2.82% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that ZPRG.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 2.62% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 6.56% | 6.51% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 8.77% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.39% | 12.00% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 14.79% | +0.14% |
ZPRG.DE vs. ISPA.DE - Expense Ratio Comparison
ZPRG.DE has a 0.45% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
ZPRG.DE vs. ISPA.DE - Dividend Comparison
ZPRG.DE's dividend yield for the trailing twelve months is around 3.89%, more than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
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 ISPA.DE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZPRG.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPRG.DE is cheaper with a 0.45% expense ratio, compared with 0.46% for ISPA.DE.
ZPRG.DE is categorized as Global Equity Income, while ISPA.DE is Global Equities. ZPRG.DE tracks S&P Global Dividend Aristocrats Quality Income Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.45% for ZPRG.DE and 0.46% for ISPA.DE.
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