PortfoliosLab logoPortfoliosLab logo
ZPRX.DE vs. ZPRV.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPRX.DE vs. ZPRV.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 SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ZPRX.DE achieves a 7.81% return, which is significantly lower than ZPRV.DE's 14.58% return. Over the past 10 years, ZPRX.DE has underperformed ZPRV.DE with an annualized return of 8.15%, while ZPRV.DE has yielded a comparatively higher 11.63% annualized return.


ZPRX.DE

1D
0.33%
1M
3.14%
YTD
7.81%
6M
11.48%
1Y
17.16%
3Y*
15.09%
5Y*
7.77%
10Y*
8.15%

ZPRV.DE

1D
0.77%
1M
2.26%
YTD
14.58%
6M
14.63%
1Y
34.42%
3Y*
16.57%
5Y*
10.67%
10Y*
11.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
ZPRX.DE
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF
7.81%26.81%4.28%15.28%-13.52%27.58%-3.52%29.02%-19.20%12.89%
ZPRV.DE
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
14.58%2.99%14.07%19.11%-5.31%48.07%-1.85%27.41%-11.78%-3.75%

Correlation

The correlation between ZPRX.DE and ZPRV.DE is 0.64, 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

0.64

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

0.62

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

0.66

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

0.66

Correlation (All Time)
Calculated using the full available price history since Feb 23, 2015

0.62

The correlation between ZPRX.DE and ZPRV.DE has been stable across timeframes, ranging from 0.62 to 0.66 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ZPRX.DE vs. ZPRV.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: 3434
Overall Rank
ZPRX.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
ZPRX.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
ZPRX.DE Omega Ratio Rank: 3434
Omega Ratio Rank
ZPRX.DE Calmar Ratio Rank: 3131
Calmar Ratio Rank
ZPRX.DE Martin Ratio Rank: 3636
Martin Ratio Rank

ZPRV.DE
ZPRV.DE Risk / Return Rank: 7474
Overall Rank
ZPRV.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ZPRV.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
ZPRV.DE Omega Ratio Rank: 6464
Omega Ratio Rank
ZPRV.DE Calmar Ratio Rank: 9191
Calmar Ratio Rank
ZPRV.DE Martin Ratio Rank: 8585
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. ZPRV.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 SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.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.


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

-0.94

Sortino ratioReturn per unit of downside risk

-1.16

Omega ratioGain probability vs. loss probability

1.22

1.38

-0.16

Calmar ratioReturn relative to maximum drawdown

1.47

5.84

-4.37

Martin ratioReturn relative to average drawdown

5.42

17.49

-12.06

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

The current ZPRX.DE Sharpe Ratio is 1.23, which is lower than the ZPRV.DE Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of ZPRX.DE and ZPRV.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.


Loading charts...

Sharpe Ratios by Period


ZPRX.DEZPRV.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

2.17

-0.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.52

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.53

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.47

-0.08

Drawdowns

ZPRX.DE vs. ZPRV.DE - Drawdown Comparison

The maximum ZPRX.DE drawdown since its inception was -43.93%, roughly equal to the maximum ZPRV.DE drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for ZPRX.DE and ZPRV.DE.


Loading charts...

Drawdown Indicators


ZPRX.DEZPRV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-43.93%

-46.04%

+2.11%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-5.87%

-5.76%

Max Drawdown (3Y)

Largest decline over 3 years

-15.95%

-31.14%

+15.19%

Max Drawdown (5Y)

Largest decline over 5 years

-27.52%

-31.14%

+3.62%

Max Drawdown (10Y)

Largest decline over 10 years

-43.93%

-46.04%

+2.11%

Current Drawdown

Current decline from peak

-1.51%

0.00%

-1.51%

Average Drawdown

Average peak-to-trough decline

-7.71%

-8.34%

+0.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

1.96%

+1.20%

Volatility

ZPRX.DE vs. ZPRV.DE - Volatility Comparison

SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) has a higher volatility of 4.17% compared to SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) at 3.39%. This indicates that ZPRX.DE's price experiences larger fluctuations and is considered to be riskier than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ZPRX.DEZPRV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.17%

3.39%

+0.78%

Volatility (6M)

Calculated over the trailing 6-month period

11.30%

9.42%

+1.88%

Volatility (1Y)

Calculated over the trailing 1-year period

13.94%

15.78%

-1.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.69%

20.38%

-3.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.14%

22.56%

-4.42%

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

Both ZPRX.DE and ZPRV.DE have an expense ratio of 0.30%.


Dividends

ZPRX.DE vs. ZPRV.DE - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


ZPRX.DE and ZPRV.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

ZPRX.DE and ZPRV.DE have the same expense ratio: 0.30% per year.

ZPRX.DE is categorized as Europe Equities, while ZPRV.DE is Small Cap Value Equities. ZPRX.DE tracks MSCI Europe Small Cap Value Weighted, while ZPRV.DE tracks MSCI USA Small Cap Value Weighted Index.

Portfolio Optimizer

Find the right allocation for ZPRX.DE and ZPRV.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer