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

Performance

ZPRI.DE vs. ZPRX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF (ZPRI.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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Returns By Period

In the year-to-date period, ZPRI.DE achieves a 5.11% return, which is significantly lower than ZPRX.DE's 7.81% return. Over the past 10 years, ZPRI.DE has underperformed ZPRX.DE with an annualized return of 4.91%, while ZPRX.DE has yielded a comparatively higher 8.15% annualized return.


ZPRI.DE

1D
-0.55%
1M
-0.71%
YTD
5.11%
6M
4.65%
1Y
8.87%
3Y*
6.15%
5Y*
3.55%
10Y*
4.91%

ZPRX.DE

1D
0.33%
1M
3.14%
YTD
7.81%
6M
11.48%
1Y
17.16%
3Y*
15.09%
5Y*
7.77%
10Y*
8.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
ZPRI.DE
SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF
5.11%1.93%8.86%3.55%-7.87%14.34%-1.90%20.85%1.57%-1.34%
ZPRX.DE
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF
7.81%26.81%4.28%15.28%-13.52%27.58%-3.52%29.02%-19.20%12.89%

Correlation

The correlation between ZPRI.DE and ZPRX.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.23

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

0.26

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

0.34

Correlation (All Time)
Calculated using the full available price history since Apr 16, 2015

0.39

Over the past year, the correlation between ZPRI.DE and ZPRX.DE has dropped to 0.18 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.

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Return for Risk

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

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

ZPRI.DE
ZPRI.DE Risk / Return Rank: 4141
Overall Rank
ZPRI.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
ZPRI.DE Sortino Ratio Rank: 3434
Sortino Ratio Rank
ZPRI.DE Omega Ratio Rank: 3434
Omega Ratio Rank
ZPRI.DE Calmar Ratio Rank: 5353
Calmar Ratio Rank
ZPRI.DE Martin Ratio Rank: 4545
Martin Ratio Rank

ZPRX.DE
ZPRX.DE Risk / Return Rank: 3434
Overall Rank
ZPRX.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
ZPRX.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
ZPRX.DE Omega Ratio Rank: 3434
Omega Ratio Rank
ZPRX.DE Calmar Ratio Rank: 3131
Calmar Ratio Rank
ZPRX.DE Martin Ratio Rank: 3636
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.

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

This table presents a comparison of risk-adjusted performance metrics for SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF (ZPRI.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.


ZPRI.DEZPRX.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.05

Sortino ratioReturn per unit of downside risk

-0.03

Omega ratioGain probability vs. loss probability

1.22

1.22

0.00

Calmar ratioReturn relative to maximum drawdown

2.62

1.47

+1.15

Martin ratioReturn relative to average drawdown

7.25

5.42

+1.82

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

The current ZPRI.DE Sharpe Ratio is 1.28, which is comparable to the ZPRX.DE Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of ZPRI.DE and ZPRX.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.


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Sharpe Ratios by Period


ZPRI.DEZPRX.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

1.23

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.46

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.45

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.39

-0.04

Drawdowns

ZPRI.DE vs. ZPRX.DE - Drawdown Comparison

The maximum ZPRI.DE drawdown since its inception was -22.84%, smaller than the maximum ZPRX.DE drawdown of -43.93%. Use the drawdown chart below to compare losses from any high point for ZPRI.DE and ZPRX.DE.


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Drawdown Indicators


ZPRI.DEZPRX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-22.84%

-43.93%

+21.09%

Max Drawdown (1Y)

Largest decline over 1 year

-3.37%

-11.63%

+8.26%

Max Drawdown (3Y)

Largest decline over 3 years

-11.11%

-15.95%

+4.84%

Max Drawdown (5Y)

Largest decline over 5 years

-14.82%

-27.52%

+12.70%

Max Drawdown (10Y)

Largest decline over 10 years

-22.84%

-43.93%

+21.09%

Current Drawdown

Current decline from peak

-1.86%

-1.51%

-0.35%

Average Drawdown

Average peak-to-trough decline

-5.00%

-7.71%

+2.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.22%

3.16%

-1.94%

Volatility

ZPRI.DE vs. ZPRX.DE - Volatility Comparison

The current volatility for SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF (ZPRI.DE) is 1.70%, while SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) has a volatility of 4.17%. This indicates that ZPRI.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


ZPRI.DEZPRX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.70%

4.17%

-2.47%

Volatility (6M)

Calculated over the trailing 6-month period

5.27%

11.30%

-6.03%

Volatility (1Y)

Calculated over the trailing 1-year period

6.91%

13.94%

-7.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.93%

16.69%

-6.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.37%

18.14%

-7.77%

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

ZPRI.DE has a 0.40% expense ratio, which is higher than ZPRX.DE's 0.30% expense ratio.


Dividends

ZPRI.DE vs. ZPRX.DE - Dividend Comparison

ZPRI.DE's dividend yield for the trailing twelve months is around 2.91%, while ZPRX.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ZPRI.DE
SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF
2.91%2.99%2.76%2.78%2.54%1.89%2.23%2.29%2.18%2.36%2.21%1.19%
ZPRX.DE
SPDR MSCI Europe Small Cap Value Weighted 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%

Frequently Asked Questions


ZPRI.DE and ZPRX.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZPRX.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZPRX.DE is cheaper with a 0.30% expense ratio, compared with 0.40% for ZPRI.DE.

ZPRI.DE is categorized as Diversified Portfolio, while ZPRX.DE is Europe Equities. ZPRI.DE tracks Morningstar Global Multi-Asset Infrastructure, while ZPRX.DE tracks MSCI Europe Small Cap Value Weighted. Their fees differ too: 0.40% for ZPRI.DE and 0.30% for ZPRX.DE.

Portfolio Optimizer

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