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ZPRX.DE vs. FGQD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPRX.DE vs. FGQD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) and Fidelity Global Quality Income ETF (FGQD.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ZPRX.DE is traded in EUR, while FGQD.L is traded in GBp. To make them comparable, the FGQD.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ZPRX.DE achieves a 8.58% return, which is significantly lower than FGQD.L's 11.85% return.


ZPRX.DE

1D
0.45%
1M
3.87%
YTD
8.58%
6M
11.26%
1Y
19.08%
3Y*
14.83%
5Y*
8.17%
10Y*
8.79%

FGQD.L

1D
0.84%
1M
3.73%
YTD
11.85%
6M
12.72%
1Y
25.62%
3Y*
14.61%
5Y*
11.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPRX.DE vs. FGQD.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZPRX.DE
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF
8.58%26.81%4.29%15.26%-13.51%27.59%-3.52%28.99%-19.19%9.46%
FGQD.L
Fidelity Global Quality Income ETF
11.85%6.30%18.68%13.87%-5.39%31.83%0.64%31.71%-3.46%-16.34%

Correlation

The correlation between ZPRX.DE and FGQD.L is 0.63, 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

0.63

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

0.58

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

0.62

Correlation (All Time)
Calculated using the full available price history since Mar 27, 2017

0.63

The correlation between ZPRX.DE and FGQD.L has been stable across timeframes, ranging from 0.58 to 0.63 - a consistent structural relationship.

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Return for Risk

ZPRX.DE vs. FGQD.L — Risk / Return Rank

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

ZPRX.DE
ZPRX.DE Risk / Return Rank: 4040
Overall Rank
ZPRX.DE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
ZPRX.DE Sortino Ratio Rank: 4343
Sortino Ratio Rank
ZPRX.DE Omega Ratio Rank: 4141
Omega Ratio Rank
ZPRX.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
ZPRX.DE Martin Ratio Rank: 4141
Martin Ratio Rank

FGQD.L
FGQD.L Risk / Return Rank: 8888
Overall Rank
FGQD.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FGQD.L Sortino Ratio Rank: 9191
Sortino Ratio Rank
FGQD.L Omega Ratio Rank: 9090
Omega Ratio Rank
FGQD.L Calmar Ratio Rank: 7979
Calmar Ratio Rank
FGQD.L Martin Ratio Rank: 8787
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.

ZPRX.DE vs. FGQD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) and Fidelity Global Quality Income ETF (FGQD.L). 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.


ZPRX.DEFGQD.LDifference
Sharpe ratioReturn per unit of total volatility

-1.08

Sortino ratioReturn per unit of downside risk

-1.47

Omega ratioGain probability vs. loss probability

1.24

1.45

-0.21

Calmar ratioReturn relative to maximum drawdown

1.63

3.84

-2.20

Martin ratioReturn relative to average drawdown

6.01

17.82

-11.82

ZPRX.DE vs. FGQD.L - Sharpe Ratio Comparison

The current ZPRX.DE Sharpe Ratio is 1.35, which is lower than the FGQD.L Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of ZPRX.DE and FGQD.L, 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

ZPRX.DE vs. FGQD.L - Drawdown Comparison

The maximum ZPRX.DE drawdown since its inception was -43.93%, which is greater than FGQD.L's maximum drawdown of -33.91%. Use the drawdown chart below to compare losses from any high point for ZPRX.DE and FGQD.L.


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Drawdown Indicators


ZPRX.DEFGQD.LDifference

Max Drawdown

Largest peak-to-trough decline

-43.93%

-33.91%

-10.02%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-6.65%

-4.98%

Max Drawdown (3Y)

Largest decline over 3 years

-15.95%

-19.10%

+3.15%

Max Drawdown (5Y)

Largest decline over 5 years

-27.52%

-19.10%

-8.42%

Max Drawdown (10Y)

Largest decline over 10 years

-43.93%

Current Drawdown

Current decline from peak

-0.81%

0.00%

-0.81%

Average Drawdown

Average peak-to-trough decline

-7.69%

-7.31%

-0.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

1.43%

+1.74%

Volatility

ZPRX.DE vs. FGQD.L - Volatility Comparison

SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) has a higher volatility of 3.87% compared to Fidelity Global Quality Income ETF (FGQD.L) at 2.99%. This indicates that ZPRX.DE's price experiences larger fluctuations and is considered to be riskier than FGQD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZPRX.DEFGQD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

2.99%

+0.88%

Volatility (6M)

Calculated over the trailing 6-month period

11.49%

7.69%

+3.80%

Volatility (1Y)

Calculated over the trailing 1-year period

14.06%

10.50%

+3.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.72%

13.08%

+3.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.09%

16.24%

+1.85%

ZPRX.DE vs. FGQD.L - Expense Ratio Comparison

ZPRX.DE has a 0.30% expense ratio, which is lower than FGQD.L's 0.40% expense ratio.


Dividends

ZPRX.DE vs. FGQD.L - Dividend Comparison

ZPRX.DE has not paid dividends to shareholders, while FGQD.L's dividend yield for the trailing twelve months is around 1.80%.


PositionTTM202520242023202220212020201920182017
FGQD.L
Fidelity Global Quality Income ETF
1.80%1.86%2.31%2.78%2.70%2.46%2.60%2.44%2.70%1.10%
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%

Frequently Asked Questions


ZPRX.DE and FGQD.L have a correlation of 0.63, 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 FGQD.L.

ZPRX.DE is categorized as Europe Equities, while FGQD.L is Global Equities. ZPRX.DE tracks MSCI Europe Small Cap Value Weighted, while FGQD.L tracks Fidelity Global Quality Income index. They also come from different issuers: State Street and Fidelity. Their fees differ too: 0.30% for ZPRX.DE and 0.40% for FGQD.L.

Portfolio Optimizer

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