3SUE.DE vs. WELM.DE
3SUE.DE (iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist) and WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds - 3SUE.DE tracks the MSCI World Consumer Staples while WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. Both are passively managed. Over the past 3 years, 3SUE.DE returned 0.49%/yr vs 0.41%/yr for WELM.DE. Their correlation of 0.82 suggests significant overlap in exposure. Both charge a 0.18% expense ratio.
Performance
3SUE.DE vs. WELM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 3SUE.DE achieves a 0.62% return, which is significantly lower than WELM.DE's 2.90% return.
3SUE.DE
- 1D
- -0.18%
- 1M
- -3.06%
- YTD
- 0.62%
- 6M
- -0.36%
- 1Y
- -3.57%
- 3Y*
- 0.49%
- 5Y*
- 3.31%
- 10Y*
- —
WELM.DE
- 1D
- -0.22%
- 1M
- -2.95%
- YTD
- 2.90%
- 6M
- 1.47%
- 1Y
- -1.94%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
3SUE.DE vs. WELM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
3SUE.DE iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist | 0.62% | -6.04% | 9.20% | -0.30% | 1.84% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.90% | -6.92% | 9.50% | -2.21% | 2.15% |
Correlation
The correlation between 3SUE.DE and WELM.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.82 |
The correlation between 3SUE.DE and WELM.DE shifts across timeframes, from 0.82 (all time) to 0.92 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
3SUE.DE vs. WELM.DE — Risk / Return Rank
3SUE.DE
WELM.DE
3SUE.DE vs. WELM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist (3SUE.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.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.
| 3SUE.DE | WELM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 0.97 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.41 | -0.37 | -0.05 |
| Martin ratioReturn relative to average drawdown | -0.91 | -0.70 | -0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 3SUE.DE | WELM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.38 | -0.27 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.13 | +0.18 |
Drawdowns
3SUE.DE vs. WELM.DE - Drawdown Comparison
The maximum 3SUE.DE drawdown since its inception was -22.98%, which is greater than WELM.DE's maximum drawdown of -13.66%. Use the drawdown chart below to compare losses from any high point for 3SUE.DE and WELM.DE.
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Drawdown Indicators
| 3SUE.DE | WELM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.98% | -13.66% | -9.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -9.30% | -1.63% |
Max Drawdown (3Y)Largest decline over 3 years | -13.04% | -13.66% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -13.04% | — | — |
Current DrawdownCurrent decline from peak | -10.63% | -8.92% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -5.59% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 5.63% | -0.66% |
Volatility
3SUE.DE vs. WELM.DE - Volatility Comparison
iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist (3SUE.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) have volatilities of 4.88% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3SUE.DE | WELM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 5.09% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 10.23% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 12.75% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.43% | 12.50% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.09% | 12.50% | +0.59% |
3SUE.DE vs. WELM.DE - Expense Ratio Comparison
Both 3SUE.DE and WELM.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
3SUE.DE vs. WELM.DE - Dividend Comparison
3SUE.DE's dividend yield for the trailing twelve months is around 2.62%, more than WELM.DE's 2.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
3SUE.DE iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist | 2.62% | 2.64% | 2.63% | 2.44% | 2.21% | 2.43% | 3.30% | 0.40% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, 3SUE.DE and WELM.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
3SUE.DE and WELM.DE have the same expense ratio: 0.18% per year.
3SUE.DE tracks MSCI World Consumer Staples, while WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. They also come from different issuers: iShares and Amundi.
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