PortfoliosLab logoPortfoliosLab logo
ZPRG.DE vs. QDVE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPRG.DE vs. QDVE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ZPRG.DE achieves a 7.13% return, which is significantly lower than QDVE.DE's 24.06% return. Over the past 10 years, ZPRG.DE has underperformed QDVE.DE with an annualized return of 6.11%, while QDVE.DE has yielded a comparatively higher 26.04% annualized 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%

QDVE.DE

1D
-2.26%
1M
13.91%
YTD
24.06%
6M
23.05%
1Y
49.27%
3Y*
30.81%
5Y*
25.33%
10Y*
26.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPRG.DE vs. QDVE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
QDVE.DE
iShares S&P 500 Information Technology Sector UCITS ETF
24.06%9.99%46.12%54.14%-25.83%46.77%29.69%53.86%3.04%21.00%

Correlation

The correlation between ZPRG.DE and QDVE.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

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

0.20

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

0.34

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

0.45

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2015

0.46

Over the past year, the correlation between ZPRG.DE and QDVE.DE has dropped to 0.12 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.

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

ZPRG.DE vs. QDVE.DE — Risk / Return Rank

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

ZPRG.DE
ZPRG.DE Risk / Return Rank: 4949
Overall Rank
ZPRG.DE Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
ZPRG.DE Sortino Ratio Rank: 4747
Sortino Ratio Rank
ZPRG.DE Omega Ratio Rank: 4343
Omega Ratio Rank
ZPRG.DE Calmar Ratio Rank: 5757
Calmar Ratio Rank
ZPRG.DE Martin Ratio Rank: 5353
Martin Ratio Rank

QDVE.DE
QDVE.DE Risk / Return Rank: 6565
Overall Rank
QDVE.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
QDVE.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
QDVE.DE Omega Ratio Rank: 6666
Omega Ratio Rank
QDVE.DE Calmar Ratio Rank: 6464
Calmar Ratio Rank
QDVE.DE Martin Ratio Rank: 5050
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.

ZPRG.DE vs. QDVE.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 Information Technology Sector UCITS ETF (QDVE.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.DEQDVE.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.79

Sortino ratioReturn per unit of downside risk

-0.79

Omega ratioGain probability vs. loss probability

1.27

1.39

-0.11

Calmar ratioReturn relative to maximum drawdown

2.78

3.14

-0.36

Martin ratioReturn relative to average drawdown

8.86

8.31

+0.55

ZPRG.DE vs. QDVE.DE - Sharpe Ratio Comparison

The current ZPRG.DE Sharpe Ratio is 1.61, which is lower than the QDVE.DE Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of ZPRG.DE and QDVE.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


ZPRG.DEQDVE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.61

2.40

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

1.10

-0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

1.19

-0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

1.07

-0.62

Drawdowns

ZPRG.DE vs. QDVE.DE - Drawdown Comparison

The maximum ZPRG.DE drawdown since its inception was -42.08%, which is greater than QDVE.DE's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for ZPRG.DE and QDVE.DE.


Loading charts...

Drawdown Indicators


ZPRG.DEQDVE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-42.08%

-31.45%

-10.63%

Max Drawdown (1Y)

Largest decline over 1 year

-5.42%

-15.59%

+10.17%

Max Drawdown (3Y)

Largest decline over 3 years

-17.07%

-29.83%

+12.76%

Max Drawdown (5Y)

Largest decline over 5 years

-18.50%

-29.83%

+11.33%

Max Drawdown (10Y)

Largest decline over 10 years

-42.08%

-31.45%

-10.63%

Current Drawdown

Current decline from peak

-1.47%

-3.08%

+1.61%

Average Drawdown

Average peak-to-trough decline

-6.63%

-5.80%

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.71%

5.91%

-4.20%

Volatility

ZPRG.DE vs. QDVE.DE - Volatility Comparison

The current volatility for SPDR S&P Global Dividend Aristocrats UCITS (ZPRG.DE) is 2.82%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that ZPRG.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ZPRG.DEQDVE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.82%

7.12%

-4.30%

Volatility (6M)

Calculated over the trailing 6-month period

6.56%

14.85%

-8.29%

Volatility (1Y)

Calculated over the trailing 1-year period

9.38%

20.42%

-11.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.39%

22.71%

-10.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.93%

21.73%

-6.80%

ZPRG.DE vs. QDVE.DE - Expense Ratio Comparison

ZPRG.DE has a 0.45% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.


Dividends

ZPRG.DE vs. QDVE.DE - Dividend Comparison

ZPRG.DE's dividend yield for the trailing twelve months is around 3.89%, while QDVE.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
QDVE.DE
iShares S&P 500 Information Technology 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 QDVE.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QDVE.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 QDVE.DE is Technology Equities. ZPRG.DE tracks S&P Global Dividend Aristocrats Quality Income Index, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.45% for ZPRG.DE and 0.15% for QDVE.DE.

Portfolio Optimizer

Find the right allocation for ZPRG.DE and QDVE.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