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

Performance

ZPRX.DE vs. SXRY.DE - 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 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, ZPRX.DE achieves a 6.94% return, which is significantly lower than SXRY.DE's 18.23% return. Over the past 10 years, ZPRX.DE has underperformed SXRY.DE with an annualized return of 9.71%, while SXRY.DE has yielded a comparatively higher 17.09% annualized return.


ZPRX.DE

1D
0.24%
1M
-1.32%
YTD
6.94%
6M
8.58%
1Y
17.51%
3Y*
15.83%
5Y*
8.15%
10Y*
9.71%

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)

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


2026 (YTD)202520242023202220212020201920182017
ZPRX.DE
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF
6.94%26.81%4.29%15.26%-13.51%27.59%-3.52%28.99%-19.19%12.89%
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 ZPRX.DE and SXRY.DE is 0.70, 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

0.70

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

0.74

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

0.80

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

0.78

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

0.79

The correlation between ZPRX.DE and SXRY.DE shifts across timeframes, from 0.70 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

ZPRX.DE vs. SXRY.DE — 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: 3838
Overall Rank
ZPRX.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ZPRX.DE Sortino Ratio Rank: 4040
Sortino Ratio Rank
ZPRX.DE Omega Ratio Rank: 3838
Omega Ratio Rank
ZPRX.DE Calmar Ratio Rank: 3333
Calmar Ratio Rank
ZPRX.DE Martin Ratio Rank: 3939
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.

ZPRX.DE vs. SXRY.DE - 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 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.


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

-1.10

Sortino ratioReturn per unit of downside risk

-1.35

Omega ratioGain probability vs. loss probability

1.23

1.41

-0.18

Calmar ratioReturn relative to maximum drawdown

1.50

3.85

-2.35

Martin ratioReturn relative to average drawdown

5.49

14.30

-8.81

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

The current ZPRX.DE Sharpe Ratio is 1.25, which is lower than the SXRY.DE Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of ZPRX.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

ZPRX.DE vs. SXRY.DE - Drawdown Comparison

The maximum ZPRX.DE drawdown since its inception was -43.93%, roughly equal to the maximum SXRY.DE drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for ZPRX.DE and SXRY.DE.


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Drawdown Indicators


ZPRX.DESXRY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-43.93%

-43.59%

-0.34%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-9.69%

-1.94%

Max Drawdown (3Y)

Largest decline over 3 years

-15.95%

-17.61%

+1.66%

Max Drawdown (5Y)

Largest decline over 5 years

-27.52%

-25.00%

-2.52%

Max Drawdown (10Y)

Largest decline over 10 years

-43.93%

-40.81%

-3.12%

Current Drawdown

Current decline from peak

-2.30%

-1.98%

-0.32%

Average Drawdown

Average peak-to-trough decline

-7.67%

-11.61%

+3.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

2.61%

+0.57%

Volatility

ZPRX.DE vs. SXRY.DE - Volatility Comparison

The current volatility for SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) is 3.13%, while iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) has a volatility of 3.90%. This indicates that ZPRX.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


ZPRX.DESXRY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.13%

3.90%

-0.77%

Volatility (6M)

Calculated over the trailing 6-month period

11.49%

12.78%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

13.97%

15.89%

-1.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.71%

18.29%

-1.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.77%

19.65%

-1.88%

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

ZPRX.DE has a 0.30% expense ratio, which is lower than SXRY.DE's 0.33% expense ratio.


Dividends

ZPRX.DE vs. SXRY.DE - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


ZPRX.DE and SXRY.DE have a correlation of 0.70, 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 0.33% for SXRY.DE.

ZPRX.DE tracks MSCI Europe Small Cap Value Weighted, while SXRY.DE tracks FTSE MIB. They also come from different issuers: State Street and iShares. Their fees differ too: 0.30% for ZPRX.DE and 0.33% for SXRY.DE.

Portfolio Optimizer

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