ZPRR.DE vs. IWM
Compare and contrast key facts about SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) and iShares Russell 2000 ETF (IWM).
ZPRR.DE and IWM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZPRR.DE is a passively managed fund by State Street that tracks the performance of the Russell 2000®. It was launched on Jun 30, 2014. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000. Both ZPRR.DE and IWM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZPRR.DE or IWM.
Correlation
The correlation between ZPRR.DE and IWM is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ZPRR.DE vs. IWM - Performance Comparison
Key characteristics
ZPRR.DE:
1.02
IWM:
0.64
ZPRR.DE:
1.62
IWM:
1.04
ZPRR.DE:
1.20
IWM:
1.12
ZPRR.DE:
1.69
IWM:
0.71
ZPRR.DE:
4.37
IWM:
2.78
ZPRR.DE:
4.57%
IWM:
4.51%
ZPRR.DE:
19.97%
IWM:
19.63%
ZPRR.DE:
-41.20%
IWM:
-59.05%
ZPRR.DE:
-5.76%
IWM:
-7.21%
Returns By Period
In the year-to-date period, ZPRR.DE achieves a 3.22% return, which is significantly higher than IWM's 1.49% return. Over the past 10 years, ZPRR.DE has outperformed IWM with an annualized return of 9.76%, while IWM has yielded a comparatively lower 7.67% annualized return.
ZPRR.DE
3.22%
-0.70%
13.66%
20.82%
8.29%
9.76%
IWM
1.49%
-2.41%
5.68%
14.63%
7.46%
7.67%
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ZPRR.DE vs. IWM - Expense Ratio Comparison
ZPRR.DE has a 0.30% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
ZPRR.DE vs. IWM — Risk-Adjusted Performance Rank
ZPRR.DE
IWM
ZPRR.DE vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) and iShares Russell 2000 ETF (IWM). 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.
Dividends
ZPRR.DE vs. IWM - Dividend Comparison
ZPRR.DE has not paid dividends to shareholders, while IWM's dividend yield for the trailing twelve months is around 1.13%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZPRR.DE SPDR Russell 2000 US Small Cap 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% |
IWM iShares Russell 2000 ETF | 1.13% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
ZPRR.DE vs. IWM - Drawdown Comparison
The maximum ZPRR.DE drawdown since its inception was -41.20%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for ZPRR.DE and IWM. For additional features, visit the drawdowns tool.
Volatility
ZPRR.DE vs. IWM - Volatility Comparison
The current volatility for SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) is 2.97%, while iShares Russell 2000 ETF (IWM) has a volatility of 3.72%. This indicates that ZPRR.DE experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.