2B7C.DE vs. WELI.DE
2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) and WELI.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Acc) are both Industrials Equities funds - 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials while WELI.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials. Both are passively managed. Over the past 3 years, 2B7C.DE returned 20.81%/yr vs 12.33%/yr for WELI.DE. A 0.58 correlation means they provide meaningful diversification when combined. 2B7C.DE charges 0.15%/yr vs 0.18%/yr for WELI.DE.
Performance
2B7C.DE vs. WELI.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, 2B7C.DE achieves a 21.67% return, which is significantly higher than WELI.DE's 13.26% return.
2B7C.DE
- 1D
- 1.11%
- 1M
- 8.30%
- YTD
- 21.67%
- 6M
- 21.99%
- 1Y
- 32.11%
- 3Y*
- 20.81%
- 5Y*
- 14.90%
- 10Y*
- —
WELI.DE
- 1D
- 0.00%
- 1M
- -2.01%
- YTD
- 13.26%
- 6M
- 13.98%
- 1Y
- 33.57%
- 3Y*
- 12.33%
- 5Y*
- —
- 10Y*
- —
2B7C.DE vs. WELI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 21.67% | 6.93% | 23.74% | 13.77% | 3.46% |
WELI.DE Amundi S&P Global Materials ESG UCITS ETF EUR Acc | 13.26% | 14.91% | -0.52% | 10.29% | 5.16% |
Correlation
The correlation between 2B7C.DE and WELI.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.58 |
The correlation between 2B7C.DE and WELI.DE has been stable across timeframes, ranging from 0.54 to 0.59 - 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
2B7C.DE vs. WELI.DE — Risk / Return Rank
2B7C.DE
WELI.DE
2B7C.DE vs. WELI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) and Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.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.
| 2B7C.DE | WELI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.30 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.59 | 2.27 | +1.32 |
| Martin ratioReturn relative to average drawdown | 11.75 | 9.03 | +2.72 |
Loading charts...
Drawdowns
2B7C.DE vs. WELI.DE - Drawdown Comparison
The maximum 2B7C.DE drawdown since its inception was -41.31%, which is greater than WELI.DE's maximum drawdown of -21.14%. Use the drawdown chart below to compare losses from any high point for 2B7C.DE and WELI.DE.
Loading charts...
Drawdown Indicators
| 2B7C.DE | WELI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.31% | -21.14% | -20.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -14.69% | +5.80% |
Max Drawdown (3Y)Largest decline over 3 years | -22.67% | -21.14% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -22.67% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -5.13% | +5.13% |
Average DrawdownAverage peak-to-trough decline | -5.82% | -4.47% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.71% | -0.98% |
Volatility
2B7C.DE vs. WELI.DE - Volatility Comparison
The current volatility for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) is 4.44%, while Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) has a volatility of 6.74%. This indicates that 2B7C.DE experiences smaller price fluctuations and is considered to be less risky than WELI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 2B7C.DE | WELI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 6.74% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.42% | 16.51% | -5.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 19.18% | -4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.83% | 16.44% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 16.44% | +3.79% |
2B7C.DE vs. WELI.DE - Expense Ratio Comparison
2B7C.DE has a 0.15% expense ratio, which is lower than WELI.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
2B7C.DE vs. WELI.DE - Dividend Comparison
Neither 2B7C.DE nor WELI.DE has paid dividends to shareholders.
Frequently Asked Questions
2B7C.DE and WELI.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELI.DE.
2B7C.DE tracks S&P 500 Capped 35/20 Industrials, while WELI.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for 2B7C.DE and 0.18% for WELI.DE.
Find the right allocation for 2B7C.DE and WELI.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