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ZPRV.DE vs. QQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPRV.DE vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) and Invesco QQQ ETF (QQQ). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ZPRV.DE is traded in EUR, while QQQ is traded in USD. To make them comparable, the QQQ values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ZPRV.DE achieves a 17.92% return, which is significantly lower than QQQ's 19.38% return. Over the past 10 years, ZPRV.DE has underperformed QQQ with an annualized return of 12.09%, while QQQ has yielded a comparatively higher 21.61% annualized return.


ZPRV.DE

1D
-0.11%
1M
7.03%
YTD
17.92%
6M
17.41%
1Y
37.90%
3Y*
16.83%
5Y*
11.12%
10Y*
12.09%

QQQ

1D
0.00%
1M
2.27%
YTD
19.38%
6M
20.34%
1Y
37.34%
3Y*
23.56%
5Y*
17.71%
10Y*
21.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPRV.DE vs. QQQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZPRV.DE
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
17.92%2.99%14.07%19.11%-5.40%48.22%-1.86%27.40%-11.77%-3.75%
QQQ
Invesco QQQ ETF
22.86%6.44%33.87%50.21%-28.40%36.95%36.37%42.10%4.56%16.36%

Correlation

The correlation between ZPRV.DE and QQQ is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.29

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

0.32

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

0.32

Correlation (All Time)
Calculated using the full available price history since Feb 18, 2015

0.35

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Return for Risk

ZPRV.DE vs. QQQ — Risk / Return Rank

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

ZPRV.DE
ZPRV.DE Risk / Return Rank: 8686
Overall Rank
ZPRV.DE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
ZPRV.DE Sortino Ratio Rank: 8282
Sortino Ratio Rank
ZPRV.DE Omega Ratio Rank: 8080
Omega Ratio Rank
ZPRV.DE Calmar Ratio Rank: 9494
Calmar Ratio Rank
ZPRV.DE Martin Ratio Rank: 9292
Martin Ratio Rank

QQQ
QQQ Risk / Return Rank: 7979
Overall Rank
QQQ Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 7979
Sortino Ratio Rank
QQQ Omega Ratio Rank: 8181
Omega Ratio Rank
QQQ Calmar Ratio Rank: 7676
Calmar Ratio Rank
QQQ Martin Ratio Rank: 7676
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.

ZPRV.DE vs. QQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) and Invesco QQQ ETF (QQQ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ZPRV.DEQQQDifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.51

Omega ratioGain probability vs. loss probability

1.42

1.39

+0.04

Calmar ratioReturn relative to maximum drawdown

6.43

3.41

+3.02

Martin ratioReturn relative to average drawdown

20.11

10.51

+9.59

ZPRV.DE vs. QQQ - Sharpe Ratio Comparison

The current ZPRV.DE Sharpe Ratio is 2.41, which is comparable to the QQQ Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of ZPRV.DE and QQQ, 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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Drawdowns

ZPRV.DE vs. QQQ - Drawdown Comparison

The maximum ZPRV.DE drawdown since its inception was -46.04%, roughly equal to the maximum QQQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for ZPRV.DE and QQQ.


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Drawdown Indicators


ZPRV.DEQQQDifference

Max Drawdown

Largest peak-to-trough decline

-46.04%

-46.01%

-0.03%

Max Drawdown (1Y)

Largest decline over 1 year

-5.87%

-11.01%

+5.14%

Max Drawdown (3Y)

Largest decline over 3 years

-31.14%

-27.21%

-3.93%

Max Drawdown (5Y)

Largest decline over 5 years

-31.14%

-30.99%

-0.15%

Max Drawdown (10Y)

Largest decline over 10 years

-46.04%

-30.99%

-15.05%

Current Drawdown

Current decline from peak

-0.11%

-2.83%

+2.72%

Average Drawdown

Average peak-to-trough decline

-9.12%

-7.79%

-1.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.88%

3.56%

-1.68%

Volatility

ZPRV.DE vs. QQQ - Volatility Comparison

The current volatility for SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) is 2.97%, while Invesco QQQ ETF (QQQ) has a volatility of 6.63%. This indicates that ZPRV.DE experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZPRV.DEQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.97%

6.63%

-3.66%

Volatility (6M)

Calculated over the trailing 6-month period

9.66%

12.88%

-3.22%

Volatility (1Y)

Calculated over the trailing 1-year period

15.70%

17.03%

-1.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.38%

22.17%

-1.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.87%

22.67%

+0.20%

ZPRV.DE vs. QQQ - Expense Ratio Comparison

ZPRV.DE has a 0.30% expense ratio, which is higher than QQQ's 0.18% expense ratio.


Dividends

ZPRV.DE vs. QQQ - Dividend Comparison

ZPRV.DE has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.38%.


PositionTTM20252024202320222021202020192018201720162015
QQQ
Invesco QQQ ETF
0.38%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%
ZPRV.DE
SPDR MSCI USA 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


ZPRV.DE and QQQ have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QQQ is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QQQ is cheaper with a 0.18% expense ratio, compared with 0.30% for ZPRV.DE.

ZPRV.DE is categorized as Small Cap Value Equities, while QQQ is Nasdaq-100. ZPRV.DE tracks MSCI USA Small Cap Value Weighted Index, while QQQ tracks NASDAQ-100 Index. They also come from different issuers: State Street and Invesco. Their fees differ too: 0.30% for ZPRV.DE and 0.18% for QQQ.

Portfolio Optimizer

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