ESIS.DE vs. WELM.DE
ESIS.DE (iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)) and WELM.DE (Amundi S&P Global Consumer Staples 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 WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. Both are passively managed. Over the past 3 years, ESIS.DE returned -0.30%/yr vs 0.41%/yr for WELM.DE. A 0.62 correlation means they provide meaningful diversification when combined. Both charge a 0.18% expense ratio.
Performance
ESIS.DE vs. WELM.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 lower than WELM.DE's 2.90% 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*
- —
WELM.DE
- 1D
- -0.22%
- 1M
- -2.14%
- YTD
- 2.90%
- 6M
- 2.13%
- 1Y
- -3.32%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
ESIS.DE vs. WELM.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% | 2.77% |
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 ESIS.DE and WELM.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.62 |
The correlation between ESIS.DE and WELM.DE has been stable across timeframes, ranging from 0.62 to 0.72 - a consistent structural relationship.
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Return for Risk
ESIS.DE vs. WELM.DE — Risk / Return Rank
ESIS.DE
WELM.DE
ESIS.DE vs. WELM.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 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.
| ESIS.DE | WELM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.97 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | -0.37 | 0.00 |
| Martin ratioReturn relative to average drawdown | -0.77 | -0.70 | -0.07 |
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 | WELM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | -0.27 | -0.06 |
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 | 0.13 | +0.09 |
Drawdowns
ESIS.DE vs. WELM.DE - Drawdown Comparison
The maximum ESIS.DE drawdown since its inception was -15.05%, 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 ESIS.DE and WELM.DE.
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Drawdown Indicators
| ESIS.DE | WELM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.05% | -13.66% | -1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -9.30% | -3.36% |
Max Drawdown (3Y)Largest decline over 3 years | -12.66% | -13.66% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -15.05% | — | — |
Current DrawdownCurrent decline from peak | -11.44% | -8.92% | -2.52% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -5.59% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 5.63% | +0.37% |
Volatility
ESIS.DE vs. WELM.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 Staples ESG UCITS ETF EUR Dist (WELM.DE) has a volatility of 5.09%. This indicates that ESIS.DE experiences smaller price fluctuations and is considered to be less risky than WELM.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 | WELM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.09% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 10.23% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 12.75% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 12.50% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.96% | 12.50% | +0.46% |
ESIS.DE vs. WELM.DE - Expense Ratio Comparison
Both ESIS.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
ESIS.DE vs. WELM.DE - Dividend Comparison
ESIS.DE has not paid dividends to shareholders, while WELM.DE's dividend yield for the trailing twelve months is around 2.27%.
| 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% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% |
Frequently Asked Questions
ESIS.DE and WELM.DE have a correlation of 0.72, 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 WELM.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 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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