ZPRS.DE vs. USVM
Compare and contrast key facts about SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) and VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM).
ZPRS.DE and USVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZPRS.DE is a passively managed fund by State Street that tracks the performance of the MSCI World Small Cap. It was launched on Nov 25, 2013. USVM is a passively managed fund by Crestview that tracks the performance of the MSCI USA Sm Cap Select Value Momentum Blend Index. It was launched on Oct 24, 2017. Both ZPRS.DE and USVM 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: ZPRS.DE or USVM.
Correlation
The correlation between ZPRS.DE and USVM is 0.64, 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
ZPRS.DE vs. USVM - Performance Comparison
Key characteristics
ZPRS.DE:
1.15
USVM:
1.10
ZPRS.DE:
1.69
USVM:
1.61
ZPRS.DE:
1.22
USVM:
1.20
ZPRS.DE:
1.64
USVM:
2.10
ZPRS.DE:
6.12
USVM:
5.63
ZPRS.DE:
2.73%
USVM:
3.52%
ZPRS.DE:
14.41%
USVM:
18.01%
ZPRS.DE:
-40.22%
USVM:
-42.37%
ZPRS.DE:
-5.35%
USVM:
-7.49%
Returns By Period
In the year-to-date period, ZPRS.DE achieves a 0.37% return, which is significantly lower than USVM's 0.86% return.
ZPRS.DE
0.37%
-2.92%
5.04%
16.76%
7.40%
8.58%
USVM
0.86%
-3.84%
2.74%
19.96%
10.57%
N/A
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ZPRS.DE vs. USVM - Expense Ratio Comparison
ZPRS.DE has a 0.45% expense ratio, which is higher than USVM's 0.24% expense ratio.
Risk-Adjusted Performance
ZPRS.DE vs. USVM — Risk-Adjusted Performance Rank
ZPRS.DE
USVM
ZPRS.DE vs. USVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) and VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM). 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
ZPRS.DE vs. USVM - Dividend Comparison
ZPRS.DE has not paid dividends to shareholders, while USVM's dividend yield for the trailing twelve months is around 1.69%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.69% | 1.75% | 1.63% | 1.43% | 0.70% | 1.22% | 1.77% | 1.43% | 0.37% |
Drawdowns
ZPRS.DE vs. USVM - Drawdown Comparison
The maximum ZPRS.DE drawdown since its inception was -40.22%, smaller than the maximum USVM drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for ZPRS.DE and USVM. For additional features, visit the drawdowns tool.
Volatility
ZPRS.DE vs. USVM - Volatility Comparison
The current volatility for SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) is 4.41%, while VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) has a volatility of 5.29%. This indicates that ZPRS.DE experiences smaller price fluctuations and is considered to be less risky than USVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.