ESIS.DE vs. WELJ.DE
ESIS.DE (iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)) and WELJ.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc) are both Consumer Staples Equities funds - ESIS.DE tracks the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR while WELJ.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 WELJ.DE. At a 0.24 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
ESIS.DE vs. WELJ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIS.DE achieves a -1.50% return, which is significantly higher than WELJ.DE's -1.85% return.
ESIS.DE
- 1D
- -0.44%
- 1M
- -0.58%
- YTD
- -1.50%
- 6M
- -1.76%
- 1Y
- -4.64%
- 3Y*
- -0.30%
- 5Y*
- 0.75%
- 10Y*
- —
WELJ.DE
- 1D
- 0.21%
- 1M
- -0.51%
- YTD
- -1.85%
- 6M
- -1.53%
- 1Y
- 6.43%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
ESIS.DE vs. WELJ.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% |
WELJ.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc | -1.85% | -4.79% | 29.73% | 30.43% | -8.02% |
Correlation
The correlation between ESIS.DE and WELJ.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 | 0.21 |
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. WELJ.DE — Risk / Return Rank
ESIS.DE
WELJ.DE
ESIS.DE vs. WELJ.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 Acc (WELJ.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 | WELJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.08 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.44 | -0.80 |
| Martin ratioReturn relative to average drawdown | -0.77 | 1.20 | -1.97 |
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 | WELJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 0.38 | -0.71 |
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 | 0.59 | -0.37 |
Drawdowns
ESIS.DE vs. WELJ.DE - Drawdown Comparison
The maximum ESIS.DE drawdown since its inception was -15.05%, smaller than the maximum WELJ.DE drawdown of -28.28%. Use the drawdown chart below to compare losses from any high point for ESIS.DE and WELJ.DE.
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Drawdown Indicators
| ESIS.DE | WELJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.05% | -28.28% | +13.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -14.62% | +1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -12.66% | -28.28% | +15.62% |
Max Drawdown (5Y)Largest decline over 5 years | -15.05% | — | — |
Current DrawdownCurrent decline from peak | -11.44% | -10.41% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -6.81% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 5.36% | +0.64% |
Volatility
ESIS.DE vs. WELJ.DE - Volatility Comparison
The current volatility for iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.DE) is 4.80%, while Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc (WELJ.DE) has a volatility of 5.07%. This indicates that ESIS.DE experiences smaller price fluctuations and is considered to be less risky than WELJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESIS.DE | WELJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.07% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 12.51% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 16.84% | -2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 18.18% | -5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.96% | 18.18% | -5.22% |
ESIS.DE vs. WELJ.DE - Expense Ratio Comparison
Both ESIS.DE and WELJ.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. WELJ.DE - Dividend Comparison
Neither ESIS.DE nor WELJ.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIS.DE and WELJ.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 WELJ.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 WELJ.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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