ESIS.DE vs. WELW.DE
ESIS.DE (iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)) and WELW.DE (Amundi S&P Global Consumer Staples 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 WELW.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 -0.01%/yr for WELW.DE. A 0.70 correlation means they provide meaningful diversification when combined. Both charge a 0.18% expense ratio.
Performance
ESIS.DE vs. WELW.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 WELW.DE's 3.14% 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*
- —
WELW.DE
- 1D
- -0.10%
- 1M
- -2.28%
- YTD
- 3.14%
- 6M
- 1.88%
- 1Y
- -3.09%
- 3Y*
- -0.01%
- 5Y*
- —
- 10Y*
- —
ESIS.DE vs. WELW.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% |
WELW.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc | 3.14% | -7.11% | 9.48% | -1.99% | 5.34% |
Correlation
The correlation between ESIS.DE and WELW.DE is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.70 |
The correlation between ESIS.DE and WELW.DE has been stable across timeframes, ranging from 0.69 to 0.70 - a consistent structural relationship.
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Return for Risk
ESIS.DE vs. WELW.DE — Risk / Return Rank
ESIS.DE
WELW.DE
ESIS.DE vs. WELW.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 Acc (WELW.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 | WELW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.97 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | -0.34 | -0.03 |
| Martin ratioReturn relative to average drawdown | -0.77 | -0.62 | -0.15 |
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 | WELW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | -0.24 | -0.09 |
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 | 0.19 | +0.03 |
Drawdowns
ESIS.DE vs. WELW.DE - Drawdown Comparison
The maximum ESIS.DE drawdown since its inception was -15.05%, which is greater than WELW.DE's maximum drawdown of -13.88%. Use the drawdown chart below to compare losses from any high point for ESIS.DE and WELW.DE.
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Drawdown Indicators
| ESIS.DE | WELW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.05% | -13.88% | -1.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -9.17% | -3.49% |
Max Drawdown (3Y)Largest decline over 3 years | -12.66% | -13.88% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -15.05% | — | — |
Current DrawdownCurrent decline from peak | -11.44% | -8.99% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -5.45% | -1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 4.96% | +1.04% |
Volatility
ESIS.DE vs. WELW.DE - Volatility Comparison
iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc (WELW.DE) have volatilities of 4.80% and 4.91%, 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 | WELW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 4.91% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 10.31% | +0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 12.66% | +1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 11.48% | +1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.96% | 11.48% | +1.48% |
ESIS.DE vs. WELW.DE - Expense Ratio Comparison
Both ESIS.DE and WELW.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. WELW.DE - Dividend Comparison
Neither ESIS.DE nor WELW.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIS.DE and WELW.DE have a correlation of 0.70, 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 WELW.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 WELW.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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