ESIE.DE vs. WELP.DE
ESIE.DE (iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)) and WELP.DE (HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF) are both Energy Equities funds tracking the MSCI World/Energy NR USD, from iShares and Amundi respectively. Both are passively managed. Over the past 3 years, ESIE.DE returned 17.75%/yr vs 14.42%/yr for WELP.DE. Their correlation of 0.83 suggests significant overlap in exposure. ESIE.DE charges 0.18%/yr vs 0.59%/yr for WELP.DE.
Performance
ESIE.DE vs. WELP.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ESIE.DE having a 35.70% return and WELP.DE slightly lower at 34.22%.
ESIE.DE
- 1D
- -1.24%
- 1M
- -2.61%
- YTD
- 35.70%
- 6M
- 31.40%
- 1Y
- 55.16%
- 3Y*
- 17.75%
- 5Y*
- 19.66%
- 10Y*
- —
WELP.DE
- 1D
- -0.43%
- 1M
- -0.84%
- YTD
- 34.22%
- 6M
- 30.47%
- 1Y
- 42.64%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
ESIE.DE vs. WELP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 35.70% | 15.26% | -6.63% | 8.58% | 7.09% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 34.22% | -1.54% | 7.90% | 0.25% | 6.11% |
Correlation
The correlation between ESIE.DE and WELP.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.83 |
The correlation between ESIE.DE and WELP.DE has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.
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Return for Risk
ESIE.DE vs. WELP.DE — Risk / Return Rank
ESIE.DE
WELP.DE
ESIE.DE vs. WELP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) and HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.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.
| ESIE.DE | WELP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.38 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.45 | 3.47 | +0.98 |
| Martin ratioReturn relative to average drawdown | 14.31 | 11.93 | +2.38 |
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
| ESIE.DE | WELP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.21 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.61 | +0.31 |
Drawdowns
ESIE.DE vs. WELP.DE - Drawdown Comparison
The maximum ESIE.DE drawdown since its inception was -26.20%, which is greater than WELP.DE's maximum drawdown of -23.55%. Use the drawdown chart below to compare losses from any high point for ESIE.DE and WELP.DE.
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Drawdown Indicators
| ESIE.DE | WELP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.20% | -23.55% | -2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -12.22% | -0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -23.55% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | — | — |
Current DrawdownCurrent decline from peak | -6.72% | -4.77% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -7.88% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 3.56% | +0.28% |
Volatility
ESIE.DE vs. WELP.DE - Volatility Comparison
iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) has a higher volatility of 7.06% compared to HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.DE) at 6.37%. This indicates that ESIE.DE's price experiences larger fluctuations and is considered to be riskier than WELP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESIE.DE | WELP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 6.37% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 19.84% | 16.27% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 19.25% | +3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.75% | 19.61% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.16% | 19.61% | +4.55% |
ESIE.DE vs. WELP.DE - Expense Ratio Comparison
ESIE.DE has a 0.18% expense ratio, which is lower than WELP.DE's 0.59% expense ratio.
Dividends
ESIE.DE vs. WELP.DE - Dividend Comparison
ESIE.DE has not paid dividends to shareholders, while WELP.DE's dividend yield for the trailing twelve months is around 2.85%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 2.85% | 3.78% | 3.64% | 0.79% |
Frequently Asked Questions
ESIE.DE and WELP.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESIE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESIE.DE is cheaper with a 0.18% expense ratio, compared with 0.59% for WELP.DE.
Both ETFs track MSCI World/Energy NR USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.18% for ESIE.DE and 0.59% for WELP.DE.
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