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ZPRW.DE vs. SXRY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPRW.DE vs. SXRY.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI Europe Value UCITS ETF (ZPRW.DE) and iShares FTSE MIB UCITS ETF (Acc) (SXRY.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, ZPRW.DE achieves a 14.02% return, which is significantly lower than SXRY.DE's 18.23% return. Over the past 10 years, ZPRW.DE has underperformed SXRY.DE with an annualized return of 12.21%, while SXRY.DE has yielded a comparatively higher 17.09% annualized return.


ZPRW.DE

1D
1.24%
1M
0.39%
YTD
14.02%
6M
15.02%
1Y
35.17%
3Y*
21.69%
5Y*
14.45%
10Y*
12.21%

SXRY.DE

1D
0.23%
1M
4.00%
YTD
18.23%
6M
19.05%
1Y
37.48%
3Y*
29.61%
5Y*
20.54%
10Y*
17.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPRW.DE vs. SXRY.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZPRW.DE
SPDR MSCI Europe Value UCITS ETF
14.02%35.69%8.88%13.70%-4.74%27.37%-7.65%23.75%-14.98%10.96%
SXRY.DE
iShares FTSE MIB UCITS ETF (Acc)
18.23%37.80%18.15%33.34%-9.13%26.71%-4.02%33.22%-14.32%16.72%

Correlation

The correlation between ZPRW.DE and SXRY.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.77

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

0.81

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

0.84

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

0.84

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

0.85

The correlation between ZPRW.DE and SXRY.DE has been stable across timeframes, ranging from 0.77 to 0.85 - a consistent structural relationship.

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Return for Risk

ZPRW.DE vs. SXRY.DE — Risk / Return Rank

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

ZPRW.DE
ZPRW.DE Risk / Return Rank: 8585
Overall Rank
ZPRW.DE Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ZPRW.DE Sortino Ratio Rank: 8989
Sortino Ratio Rank
ZPRW.DE Omega Ratio Rank: 8787
Omega Ratio Rank
ZPRW.DE Calmar Ratio Rank: 8181
Calmar Ratio Rank
ZPRW.DE Martin Ratio Rank: 8181
Martin Ratio Rank

SXRY.DE
SXRY.DE Risk / Return Rank: 8282
Overall Rank
SXRY.DE Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
SXRY.DE Sortino Ratio Rank: 8282
Sortino Ratio Rank
SXRY.DE Omega Ratio Rank: 7979
Omega Ratio Rank
SXRY.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
SXRY.DE Martin Ratio Rank: 8282
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.

ZPRW.DE vs. SXRY.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Value UCITS ETF (ZPRW.DE) and iShares FTSE MIB UCITS ETF (Acc) (SXRY.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.

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.


ZPRW.DESXRY.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.24

Sortino ratioReturn per unit of downside risk

+0.36

Omega ratioGain probability vs. loss probability

1.47

1.41

+0.06

Calmar ratioReturn relative to maximum drawdown

3.78

3.85

-0.08

Martin ratioReturn relative to average drawdown

14.06

14.30

-0.24

ZPRW.DE vs. SXRY.DE - Sharpe Ratio Comparison

The current ZPRW.DE Sharpe Ratio is 2.59, which is comparable to the SXRY.DE Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of ZPRW.DE and SXRY.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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Drawdowns

ZPRW.DE vs. SXRY.DE - Drawdown Comparison

The maximum ZPRW.DE drawdown since its inception was -39.52%, smaller than the maximum SXRY.DE drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for ZPRW.DE and SXRY.DE.


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Drawdown Indicators


ZPRW.DESXRY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-39.52%

-43.59%

+4.07%

Max Drawdown (1Y)

Largest decline over 1 year

-9.27%

-9.69%

+0.42%

Max Drawdown (3Y)

Largest decline over 3 years

-17.03%

-17.61%

+0.58%

Max Drawdown (5Y)

Largest decline over 5 years

-18.41%

-25.00%

+6.59%

Max Drawdown (10Y)

Largest decline over 10 years

-39.52%

-40.81%

+1.29%

Current Drawdown

Current decline from peak

0.00%

-1.98%

+1.98%

Average Drawdown

Average peak-to-trough decline

-7.01%

-11.61%

+4.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.49%

2.61%

-0.12%

Volatility

ZPRW.DE vs. SXRY.DE - Volatility Comparison

The current volatility for SPDR MSCI Europe Value UCITS ETF (ZPRW.DE) is 3.41%, while iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) has a volatility of 3.90%. This indicates that ZPRW.DE experiences smaller price fluctuations and is considered to be less risky than SXRY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZPRW.DESXRY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

3.90%

-0.49%

Volatility (6M)

Calculated over the trailing 6-month period

11.04%

12.78%

-1.74%

Volatility (1Y)

Calculated over the trailing 1-year period

13.57%

15.89%

-2.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.90%

18.29%

-3.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.83%

19.65%

-2.82%

ZPRW.DE vs. SXRY.DE - Expense Ratio Comparison

ZPRW.DE has a 0.20% expense ratio, which is lower than SXRY.DE's 0.33% expense ratio.


Dividends

ZPRW.DE vs. SXRY.DE - Dividend Comparison

Neither ZPRW.DE nor SXRY.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ZPRW.DE and SXRY.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZPRW.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZPRW.DE is cheaper with a 0.20% expense ratio, compared with 0.33% for SXRY.DE.

ZPRW.DE tracks MSCI Europe Value Exposure Select, while SXRY.DE tracks FTSE MIB. They also come from different issuers: State Street and iShares. Their fees differ too: 0.20% for ZPRW.DE and 0.33% for SXRY.DE.

Portfolio Optimizer

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