ESIS.DE vs. WELC.DE
ESIS.DE (iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)) and WELC.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds - ESIS.DE tracks the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR while WELC.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. Both are passively managed. Over the past 3 years, ESIS.DE returned -0.30%/yr vs 9.08%/yr for WELC.DE. At a 0.24 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
ESIS.DE vs. WELC.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with ESIS.DE having a -1.50% return and WELC.DE slightly higher at -1.47%.
ESIS.DE
- 1D
- -0.44%
- 1M
- -0.58%
- YTD
- -1.50%
- 6M
- -1.76%
- 1Y
- -4.64%
- 3Y*
- -0.30%
- 5Y*
- 0.75%
- 10Y*
- —
WELC.DE
- 1D
- 0.30%
- 1M
- -0.33%
- YTD
- -1.47%
- 6M
- -1.22%
- 1Y
- 6.53%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
ESIS.DE vs. WELC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ESIS.DE iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) | -1.50% | 6.81% | -2.47% | 0.99% | 2.73% |
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | -1.47% | -5.06% | 29.51% | 30.69% | -8.13% |
Correlation
The correlation between ESIS.DE and WELC.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.24 |
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Return for Risk
ESIS.DE vs. WELC.DE — Risk / Return Rank
ESIS.DE
WELC.DE
ESIS.DE vs. WELC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.DE) and Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.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.
| ESIS.DE | WELC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.08 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.44 | -0.81 |
| Martin ratioReturn relative to average drawdown | -0.77 | 1.21 | -1.98 |
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
| ESIS.DE | WELC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 0.39 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.60 | -0.38 |
Drawdowns
ESIS.DE vs. WELC.DE - Drawdown Comparison
The maximum ESIS.DE drawdown since its inception was -15.05%, smaller than the maximum WELC.DE drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for ESIS.DE and WELC.DE.
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Drawdown Indicators
| ESIS.DE | WELC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.05% | -28.15% | +13.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -14.64% | +1.98% |
Max Drawdown (3Y)Largest decline over 3 years | -12.66% | -28.15% | +15.49% |
Max Drawdown (5Y)Largest decline over 5 years | -15.05% | — | — |
Current DrawdownCurrent decline from peak | -11.44% | -10.11% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -6.71% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 5.38% | +0.62% |
Volatility
ESIS.DE vs. WELC.DE - Volatility Comparison
iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.DE) and Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) have volatilities of 4.80% and 4.86%, 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
| ESIS.DE | WELC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 4.86% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 12.32% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 16.52% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 18.03% | -5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.96% | 18.03% | -5.07% |
ESIS.DE vs. WELC.DE - Expense Ratio Comparison
Both ESIS.DE and WELC.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
ESIS.DE vs. WELC.DE - Dividend Comparison
ESIS.DE has not paid dividends to shareholders, while WELC.DE's dividend yield for the trailing twelve months is around 0.81%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ESIS.DE iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | 0.81% | 0.93% | 0.83% | 0.73% |
Frequently Asked Questions
ESIS.DE and WELC.DE have a correlation of 0.17, 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 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
ESIS.DE and WELC.DE have the same expense ratio: 0.18% per year.
ESIS.DE tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while WELC.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. They also come from different issuers: iShares and Amundi.
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