AGES.L vs. WELS.DE
Compare and contrast key facts about iShares Ageing Population UCITS ETF (AGES.L) and Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE).
AGES.L and WELS.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGES.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 8, 2016. WELS.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. It was launched on Sep 20, 2022. Both AGES.L and WELS.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGES.L or WELS.DE.
Correlation
The correlation between AGES.L and WELS.DE is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGES.L vs. WELS.DE - Performance Comparison
Key characteristics
AGES.L:
0.30
WELS.DE:
-0.54
AGES.L:
0.49
WELS.DE:
-0.60
AGES.L:
1.07
WELS.DE:
0.91
AGES.L:
0.26
WELS.DE:
-0.43
AGES.L:
1.00
WELS.DE:
-1.25
AGES.L:
4.47%
WELS.DE:
6.64%
AGES.L:
15.07%
WELS.DE:
15.45%
AGES.L:
-31.02%
WELS.DE:
-19.48%
AGES.L:
-8.41%
WELS.DE:
-17.22%
Returns By Period
In the year-to-date period, AGES.L achieves a -1.20% return, which is significantly higher than WELS.DE's -8.04% return.
AGES.L
-1.20%
10.19%
-3.51%
4.11%
7.59%
N/A
WELS.DE
-8.04%
-0.81%
-12.50%
-8.37%
N/A
N/A
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AGES.L vs. WELS.DE - Expense Ratio Comparison
AGES.L has a 0.40% expense ratio, which is higher than WELS.DE's 0.18% expense ratio.
Risk-Adjusted Performance
AGES.L vs. WELS.DE — Risk-Adjusted Performance Rank
AGES.L
WELS.DE
AGES.L vs. WELS.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (AGES.L) and Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.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.
Dividends
AGES.L vs. WELS.DE - Dividend Comparison
Neither AGES.L nor WELS.DE has paid dividends to shareholders.
Drawdowns
AGES.L vs. WELS.DE - Drawdown Comparison
The maximum AGES.L drawdown since its inception was -31.02%, which is greater than WELS.DE's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for AGES.L and WELS.DE. For additional features, visit the drawdowns tool.
Volatility
AGES.L vs. WELS.DE - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (AGES.L) is 10.31%, while Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) has a volatility of 11.41%. This indicates that AGES.L experiences smaller price fluctuations and is considered to be less risky than WELS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.